Seamless Insurance Claims Management

Improve customer service and retention with
automated claims processing.

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What is claim processing?

Claim processing involves an insurer investigating and acting on a claim filed by the insured. How you handle the processing of a claim can be a critical factor in a customer's decision to stick with your brokerage or agency. If you're still using an outdated paper process, customers will become frustrated and choose another provider. You can strengthen your insurance claims processing workflow by going digital. Combining online forms with document automation and eSignature tools will help your agency or brokerage boost claims productivity, improve the customer experience, and retain more business.

Improve customer retention with automated claims processing.

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Simplify the submission of claims.

Streamline your claim management process by collecting the data you need online. With Formstack's drag-and-drop builder, you can create forms for appraisals and First-Notice-of-Loss processing in minutes. Conditional Logic and over 15 field types make it easy to create a standardized set of intake questions that dynamically show or hide based on how customers complete your forms. Create a personalized experience for customers that's easy for your agents to manage.

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Quickly create custom documents.

Use the information you collect to automatically generate claims reports and other documents. With no paper or manual data entry to weigh you down, your team will be able to decrease errors and reduce processing times. Upload and use existing documents, or give yourself a headstart with premade templates. With conditional fields and sections, you can create different document versions depending on the type of claim being filed, whether it's auto, homeowner, or otherwise.

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Safely collect electronic signatures.

Let customers, adjusters, and other stakeholders sign claim documents from the convenience of their computer, mobile phone, or tablet. With Formstack Sign, you can create a multi-participant signature process that lets you send documents for review via text or email. The best part? Sign works seamlessly with multiple agency management systems. Safely send signed documents to Applied, Vertafore, QQSolutions, GBS, Jenesis, Xanatek, and more.

Powerful claims automation tools


Stay HIPAA compliant.

Meeting security standards is critical for proper insurance claims management. Formstack provides HIPAA compliant data capture, document generation, and eSignature collection. Safely collect, store, and share customer data across any device. Formstack's HIPAA compliant solutions include:

  • Signed Business Associate Agreement
  • Secure email and data routing
  • File uploads & eSignature form fields
  • Audit trails for eSignature collection
  • Advanced HIPAA compliant security
  • Dedicated support and onboarding
Simplify your claim management process.

See Formstack's claims automation tools in action by starting a 14-day free trial.

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