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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

Gather various types of form information, including calculations with checks in place to guarantee thorough and precise outcomes. Capture electronic signatures either on your device or online, ensuring that these signatures are secure and digitally verified. You can take photos for documentation or upload images straight from your photo library, with the ability to annotate these images and incorporate them into sketches. Enhance your documents and photographs with additional drawings, graphics, and annotations for a more polished finish. naturalForms seamlessly integrates with a multitude of applications, streamlining your workflow and maximizing productivity. Effortlessly input data using features like a virtual keyboard, checkboxes, dropdown menus, radio buttons, and date and time selectors. You can also establish required fields or execute validation checks to confirm that the data you receive is both accurate and complete, enhancing the overall quality of your forms. This comprehensive approach not only simplifies the process but also fosters efficiency in data collection.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Easyflow
Emailable
JobNimbus
KonnectzIT
NeverBounce
SalesRabbit
Wufoo
Zapier

Integrations

Easyflow
Emailable
JobNimbus
KonnectzIT
NeverBounce
SalesRabbit
Wufoo
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BlockForms

Country

United States

Website

blockforms.co

Vendor Details

Company Name

ExpeData

Founded

2003

Country

United States

Website

www.expedata.net

Product Features

Forms Automation

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

Product Features

Electronic Data Capture

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Forms Automation

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

Alternatives

Alternatives

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