Count on BlockForms

BlockForms offers numerous features that makes signing up an obvious choice for your employee benefits brokerage!


Web Based Application

Login credentials for broker, account manager, and client are granted from any device in a secure, cloud based environment.


Team Management

Build out your initial block and assign to your dedicated service team member responsible for the client relationship.



See all of your clients along with where they are in the application process.


Smart Forms

Our process collects client information in an easy to use interface that populates insurance provider applications.


Change and Review

Access your client’s information and make any updates needed before submitting to your insurance provider.



Once applications are complete, use our signature function to sign multiple forms for both the broker and client.



After forms are signed, download directly from BlockForms and submit a fully completed form to the insurance provider.



Access client data and populate new carrier forms when your client is making a change in coverage.


Fully Compliant Cloud Security

Encrypted cloud to host your client data with upcoming integrations to your CRM services.

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Find out why brokers everywhere are talking about BlockForms!