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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
IndyForms is a user-friendly digital form and document management system designed to automate administrative tasks and eliminate paperwork, enabling businesses to operate efficiently and compliantly with ease.
With an AI-powered designer, no-code builder, and template library, users can easily create and share forms – from contracts, registrations and more – to capture, manage, and analyse data.
Forms can feature interactive elements like videos, incorporate legally binding e-signatures, and even collect payment, while conditional logic simplifies submissions.
Collaborate with your team and external stakeholders in real time. Assign action items on forms to ensure obligations are met. Documents are securely stored and easily accessible in one unified platform, version-controlled with updates made in real time.
Automated workflows handle approvals, recurring obligations, due dates, reminders and more, while users can track progress and overdue items at a glance.
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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
IndyForms supports organisations of all industries and sizes, including non-profits, in meeting their compliance obligations and managing communication and documentation without manual paperwork. Key industries and processes include: consulting businesses, childcare and education providers, non-profit organisations, human resource professionals, board members, and accountant business owners.
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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
$10/Admin Licence/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 InformationIndyForms
Founded: 2022
Australia
indyforms.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Stripe
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