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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

The updated sales presentation. The latest collateral. The sales proposal a prospect needs right now. It’s there in the document cloud for marketing, sales, support, business partners, and customers – down the road or around the globe. ShareMethods® provides centralized and secure document management and sharing 24 x 7. ShareMethods’ on-demand solutions save plenty of time, money and frustration while boosting revenue and profit. No more hard-to-manage emails overflowing with attachments. No more overly complicated, cost-prohibitive software. ShareMethods represent an inexpensive, easy-to-use platform that has many of the features that enterprise products contain, without the complexity of deployment or the costs. There is a void between complex, expensive document management systems and simpler collaboration platforms that cannot provide sufficient capabilities.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Forms Automation solution for companies

Audience

Companies searching for a solution to manage emails overflowing with attachments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$15 per month
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlockForms
United States
blockforms.co

Company Information

ShareMethods
Founded: 2003
United States
www.sharemethods.com

Alternatives

Alternatives

Clarity Connect

Clarity Connect

Perficient
OnBrand

OnBrand

The Smart Group
Windward Hub

Windward Hub

Windward Studios, Inc.

Categories

Categories

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Management Features

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

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

Integrations

No info available.

Integrations

No info available.
Claim BlockForms and update features and information
Claim BlockForms and update features and information
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Claim ShareMethods and update features and information