Audience

Forms Automation solution for companies

About BlockForms

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.

Integrations

No integrations listed.

Ratings/Reviews

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

Company Information

BlockForms
United States
blockforms.co

Videos and Screen Captures

You Might Also Like
ConnectWise Cybersecurity Management for MSPs Icon
ConnectWise Cybersecurity Management for MSPs

Software and support solutions to protect your clients’ critical business assets

ConnectWise SIEM (formerly Perch) offers threat detection and response backed by an in-house Security Operations Center (SOC). Defend against business email compromise, account takeovers, and see beyond your network traffic. Our team of threat analysts does all the tedium for you, eliminating the noise and sending only identified and verified treats to action on. Built with multi-tenancy, ConnectWise SIEM helps you keep clients safe with the best threat intel on the market.

Product Details

Platforms Supported
SaaS
Training
Live Online
Support
Online

BlockForms Frequently Asked Questions

Q: What kinds of users and organization types does BlockForms work with?
Q: What languages does BlockForms support in their product?
Q: What kind of support options does BlockForms offer?
Q: What type of training does BlockForms provide?

BlockForms Product Features

Forms Automation

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