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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.

About

Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Forms Automation solution for companies

Audience

Companies of all sizes searching for an advanced Document Management solution

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$15 per user per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

BlockForms
United States
blockforms.co

Company Information

Paperless Online
Founded: 2003
United States
paperlessonline.com

Alternatives

Alternatives

Etrieve

Etrieve

Softdocs
FormWiz

FormWiz

FormWiz Inc
123FileIT

123FileIT

123File-IT

Categories

Forms Automation Supported

Categories

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Docusign Not Supported

Integrations

Docusign Supported
Claim BlockForms and update features and information
Claim BlockForms and update features and information
Claim Paperless Online and update features and information
Claim Paperless Online and update features and information