Easy Insurance Policy Management

Save time and take your customer service to new heights with
a streamlined insurance policy workflow.

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Simplify your insurance policy data process.

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Automate your policy creation.

Are your agents spending too much time on policy generation? Simplify the process with an automated insurance policy workflow. With Formstack, you can collect insurance policy data and use it to automatically generate custom documents for customers. Save time, reduce manual data entry, and avoid errors and inconsistencies.

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Streamline policy management.

There's no need to manually enter data when processing updates and renewals. Use CRM data to populate policies with fresh information on your customers, and let them review and complete policies within a centralized portal. Your customers will love the convenience of being able to update and renew their policies online.

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Safely collect customer signatures.

Accelerate your insurance policy data workflow with seamless eSignature collection. With Formstack Sign, you can easily set up a multi-participant signature process that allows clients to sign new or updated policies from anywhere. Document signing is available on any device, including computers, tablets, and smartphones.

Powerful tools for insurance policy management

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Stay compliant with HIPAA.

Formstack provides HIPAA compliant data capture, document generation, and eSignature collection. Safely collect, store, and share customer data across any device. Our 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

Learn more about Formstack's security features.

Simplify your insurance policy management.

Create a seamless insurance policy administration process flow with Formstack.
See our insurance solution in action by starting a free trial.

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