Take the work out of paperwork

BlockForms is a dynamic, cloud-based platform, designed to help Employee Benefit Brokers simplify and streamline customer sign-ups, client data collection and application for coverage to multiple insurance providers.


The BlockForms Solution

A workflow application designed to reduce repetition of paperwork within the insurance industry, resulting in a faster sales cycle, fewer errors and happy clients.

Select Provider Forms

Combine provider forms into one document requesting the information from your customer once.

Collect Client Data

Client information is gathered and mapped to every selected provider form.

Review & Sign

Dot the i’s and cross the t’s before sending each completed form to your client for their signature.

Submit!

Deliver fully executed documents to insurance providers directly from the BlockForms application.

How it works

Watch a quick explainer video to see how BlockForms can save you effort and time!

Boost Performance

  • Advance your business with a comprehensive and intuitive data collection process.
  • Access up-to-date client information across your entire team.
  • Save time and resources on your next renewal cycle!

BlockForms automatically completes common fields across multiple carrier forms (including those fields that ask the same question differently) saving you time and preventing errors.

Succeed with BlockForms

Efficiency

Give your team the gift of time this sales cycle by deploying a faster and simpler work method.

Security

Protect your clients with a fully encrypted data collection and storage application.

Client Satisfaction

Be the brokers clients everywhere are talking about this year because you made this process easier for them too!

Ready to meet BlockForms?

Find out why brokers everywhere are talking about BlockForms!