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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Research indicates that the rate of errors in documents can soar to alarming figures, hitting 60% or even higher. However, implementing document assembly can effectively bring that rate down to zero. Your team possesses exceptional skills, so capitalize on their expertise by compiling an extensive library of the finest forms available, allowing everyone in your organization to access the cream of the crop. Customers have reported an average time savings of 71% when dealing with repetitive documents, with an impressive 22% claiming to have saved over 80% of their time. It is essential that your clients receive the highest quality of work, as they rightly expect nothing less. By minimizing the hours spent on tedious tasks, you can redirect your focus toward innovative ideas and effective communication. If your performance hinges on the quality of your documents, strive to make them flawless and efficient. Additionally, avoid the pitfalls associated with relying on outdated forms by maintaining a singular, perfected version for the entire office, ensuring consistency and accuracy in all communications. This approach not only enhances productivity but also elevates the overall standard of work across the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89.00/one-time
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

TheFormTool

Website

www.theformtool.com

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

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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