Collect insurance data online.
Go paperless with online forms and surveys that can be completed anywhere. Let customers fill out quotes, policies, claims, and more from the convenience of their laptop, mobile device, or tablet. Digitizing your data collection processes will save your team time and improve customer service.
Create streamlined workflows.
Pair your insurance forms with the Workflows add-on to simplify key processes. After a form is submitted, multiple team members can review, make edits, and leave comments on a single form. Reduce the time it takes to manage proposals, policies, claims, and other insurance processes.
Generate custom documents.
Use Formstack Documents to automate your document preparation processes. Brokers and agents alike can quickly generate standardized proposals, reports, and policy documents that reduce human error and minimize approval times. No paper, postage, scanning, or faxing needed!
Capture electronic signatures.
Collect eSignatures on your documents with Formstack Sign. Customers simply need to open an email or text from you, insert their signature, and hit submit. The best part? Your signed documents can be safely sent to agency management systems like Applied, Vertafore, and QQSolutions.