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Automate insurance quotes
and proposals.

Win over new clients with custom quotes and proposals that can be
generated and eSigned in minutes.

Why use quote and proposal automation?

When shopping for insurance, your clients don't want to fill out endless paper forms. Simplify the process by
going digital. An automated quote and proposal workflow will help you save time, improve customer service,
and earn the loyalty of your clients.

Easy quote and proposal generation

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Free your office from paperwork.

Paper forms often get misplaced or discarded. Eliminate clutter and tedious data entry by moving your paper processes online. With Formstack's online forms, your customers can request quotes and proposals on their mobile device, tablet, or computer. No printing, stamping, or mailing needed. Embed forms on your website, send them via email, or share them on your social channels.

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Automate your quote generation.

Don't waste any more time on manual document preparation. With Formstack Documents, you can automatically populate your form data into custom quotes and proposals. Upload your own documents or get a headstart with a premade template. Edit documents to match your branding, and include conditional fields and sections to make each quote or proposal unique for customers.

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Capture electronic signatures.

Don't let the wait for a signature hold up your brokerage or agency. Use Formstack Sign to send quotes and proposals to customers through text or email. Customers can sign documents on their laptop, phone, or tablet no matter where they're located. Safely collect legally binding eSignatures without the need for paper, printing, mailing, scanning, or faxing.

Powerful proposal automation tools.

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HIPAA

HIPAA compliant data collection

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
Simplify your quote and proposal generation
Collect data from prospects and automate your quotes and proposals process today by starting a free 14-day trial.
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