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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.
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About
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure.
With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes.
Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages.
Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Forms Automation solution for companies
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Audience
Users interested in a suite of document generation tools
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBlockForms
United States
blockforms.co
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Company InformationTemplatesGo
Founded: 2022
Spain
templatesgo.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Microsoft Word
Pages
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