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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 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 searching for a solution to manage emails overflowing with attachments

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 month
Free Version Not Supported
Free Trial Not 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 Not Supported
Live Online Not Supported
In Person Supported

Company Information

BlockForms
United States
blockforms.co

Company Information

ShareMethods
Founded: 2003
United States
www.sharemethods.com

Alternatives

Alternatives

Clarity Connect

Clarity Connect

Perficient
FormWiz

FormWiz

FormWiz Inc
OnBrand

OnBrand

The Smart Group
Windward Hub

Windward Hub

Windward Studios, Inc.

Categories

Forms Automation Supported

Categories

Collaboration Supported
Content Management Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Not Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Supported
Task Management Not Supported
Version Control Supported
Video Conferencing Supported

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Not Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Document Management Features

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

Integrations

No info available.

Integrations

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