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.
Watch a quick explainer video to see how BlockForms can save you effort and time!
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.
Protect your clients with a fully encrypted data collection and storage application.
Be the brokers clients everywhere are talking about this year because you made this process easier for them too!
Find out why brokers everywhere are talking about BlockForms!
