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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A specialized workflow application aimed at minimizing repetitive paperwork in the insurance sector significantly accelerates the sales process, reduces mistakes, and enhances client satisfaction. It consolidates provider forms into a single document, allowing you to request necessary information from your customer just once. By efficiently gathering client data, this application maps it to every selected provider form seamlessly. Ensure accuracy by thoroughly reviewing each completed document before sending it to your client for a signature. The BlockForms application facilitates the direct delivery of fully executed documents to insurance providers, streamlining the entire process. Propel your business forward with an all-encompassing and user-friendly data collection system. BlockForms intelligently fills in common fields across various carrier forms, even when the questions are phrased differently, thereby saving valuable time and minimizing errors. Empower your team with a more efficient workflow this sales cycle, transforming the way they operate and ultimately enhancing productivity. Embrace this innovative solution to redefine your approach to documentation and client engagement in the insurance industry.

Description

Enhance your focus on customer needs by simplifying and unifying the way you gather and handle customer information from initial contact to the final interaction. Our Web Form editor allows you to effortlessly design intelligent forms that can be utilized across various devices and websites. You can leverage data collected through these Web Forms or import your own to create tailored letters, emails, PDFs, and spreadsheets. By communicating swiftly and effectively through a range of digital channels, you'll elevate customer satisfaction. Manage all your customer communications from a unified dashboard hosted in the cloud. Seamlessly connect with CRM systems and other cloud-based or internal solutions to provide a comprehensive end-to-end experience. Foster collaboration among team members, whether they are in the same location, different offices, or external partners, to efficiently manage customer cases. This approach not only enhances internal efficiency but also leads to a more responsive service for your customers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$100 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

BlockForms

Country

United States

Website

blockforms.co

Vendor Details

Company Name

Inforama

Founded

2008

Country

Ireland

Website

www.inforama.com

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention No 
Collaboration No 
Document Indexing Yes 
Drag & Drop No 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow No 
Text Editing Yes 
Version Control No 

Alternatives

Alternatives

pro-Forms Reviews

pro-Forms

ResourceTrack