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About
A workflow application designed to reduce repetition of paperwork within the insurance industry, resulting in a faster sales cycle, fewer errors and happy clients. Combine provider forms into one document requesting the information from your customer once. Client information is gathered and mapped to every selected provider form. Dot the i’s and cross the t’s before sending each completed form to your client for their signature. Deliver fully executed documents to insurance providers directly from the BlockForms application. Advance your business with a comprehensive and intuitive data collection process. BlockForms automatically completes common fields across multiple carrier forms (including those fields that ask the same question differently) saving you time and preventing errors. Give your team the gift of time this sales cycle by deploying a faster and simpler work method.
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About
Forget lost paperwork, late submissions, chasing papers, filing and scanning documents, use phones and tablets to truly go paperless. Cloud based solution. It works offline, it uploads your filled out form to the cloud. Attach photos, locations, signatures and more. Get notified when certain forms are submitted. Create custom alerts for document types. i.e. All instances of incident reports would automatically go to HSE manager. Get started with your PDF or Word docs, convert them to PDF forms and deploy to field in minutes. Upload word, excel and readonly PDF manuals for access in the field. Forms fields are captured and stored in the database for later use. Flat PDF files are uploaded to the cloud for easy retrieval. When running custom reports, you can export the data content of your forms for analysis. Perform custom processing on your forms such as serialized fields, auto-populate forms fields, do auto calculations, sync to other storage sources and more.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Forms Automation solution for companies
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Audience
Administrators that want to manage users, upload document templates, review past document submissions with location, time stamp and other attachments with a digital form platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$5 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBlockForms
United States
blockforms.co
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Company InformationChameleon Forms
Founded: 2017
Canada
chameleonformsapp.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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