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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

Whether you call it document generation, document automation, document assembly, or document creation, we specialize in it! With TextPlan you can exploit your valuable document templates online, in your own website. Since it works online in your website, the data entry for your templates can be done by clients or prospects themselves. TextPlan is ideal to generate any type of document swift and error-free. TextPlan is often used for legal document generation and complicated document assembly. To create easy-to-use forms that are 'fool proof' TextPlan offers a powerful form configurator so you can optimize the automation and validation of the data entry. TextPlan offers various integration options for a smooth link to your processes and business model. You are always in control of how and when clients can use your templates or access the generated documents.

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

Forms Automation solution for companies

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

$16 per user 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

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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

TextPlan
Founded: 2004
Netherlands
www.textplan.com

Alternatives

Alternatives

Blitzdocs

Blitzdocs

Blitzsoft

Categories

Categories

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

Integrations

No info available.

Integrations

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