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Insurance

Manage insurance data with paperless workflows

Formstack makes insurance automation easy so you can ditch paperwork for good, be more efficient, and better meet customer needs.
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Easy insurance data management

Automate and streamline the management of proposals, policies, and claims with digital workflows powered by online forms, documents, and signatures.
Collect information online
Let customers fill out quotes, policies, claims, and more from the convenience of their laptop, phone, or tablet.
Simplify document creation
Quickly generate standardized proposals, reports, and other documents that reduce errors and minimize approval times.
Capture electronic signatures
Safely collect eSignatures on any device, and send signed documents to systems like Applied, Vertafore, NASA, and QQSolutions.
Automate critical workflows
Collaborate with coworkers on submissions, feedback, and approvals so you can meet customer needs more quickly with our insurance automation tools.
Streamline data sharing
Use intuitive logic and routing tools to control how insurance data is shared across people and departments.
Protect customer data
Rest assured that your data is safe. Formstack’s security measures include SSL, encryption, and compliance.

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Trusted by these industry leaders

Hundreds of insurance companies use Formstack

Create seamless insurance workflows

Quotes & Proposals
Win over new clients with custom quotes and proposals that can be generated and signed in minutes.
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Policies
Save time and take your customer service to new heights with streamlined policy workflows.
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Claims & Reports
Simplify workflows, meet customer needs, and improve retention with automated claims processing.
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Report

Workplace Productivity Report

Learn how thousands of teams use workflow automation to simplify critical processes, improve productivity, and be more successful.
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Compliance

Meet industry standards

GDPR
Our Forms and Documents products are compliant with GDPR. Easily gather data and generate documents for consent, opt-ins, and erasure workflows.
HIPAA
Formstack offers enterprise-level solutions that comply with HIPAA. Safely manage health data with advanced encryption, permissions, and more.
PCI
Reduce the threat of credit card fraud with Formstack's PCI compliant credit card fields. Safely collect online payments from anywhere on any device.
Compliance

Exceed industry standards

GDPR
Our Forms and Documents products are compliant with GDPR. Easily gather data and generate documents for consent, opt-ins, and erasure workflows.
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HIPAA
Formstack offers enterprise-level solutions that comply with HIPAA. Safely manage health data with advanced encryption, permissions, and more.
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PCI
Reduce the threat of credit card fraud with Formstack's PCI compliant credit card fields. Safely collect online payments from anywhere on any device.
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If you look around, there are always going to be more ways you can use Formstack to reduce roadblocks and hurdles within your business.
Joseph Mitton
Director of Marketing and Communications at Select Security

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Start with a pre-built template

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Business Operations
Pricing Survey
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Customer Survey
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Business Operations
Contact Us Form
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Business Operations
New Customer Welcome Letter Template
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Business Operations
Sales Quote Proposal Template
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Business Operations
Sales Contract Template
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Integrations

Integrate Formstack with your favorite apps

Our products connect to hundreds of popular web applications so you can automate workflows, eliminate data chaos, and be more productive.
Explore 100+ Integrations

Ready to get started?

Start a 14-day free trial to see how Formstack’s productivity solutions can help you simplify your day and achieve efficiency in the workplace.
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More to explore

View All Resources
Blog
4 Ways to Deliver Exceptional Customer Service to Your Insurance Clients
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Blog
Selecting an eSignature Solution for Your Insurance Agency
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Blog
How to Gain and Retain Insurance Industry Customers
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Blog
3 Insurance Agency Automation Tools to Give Your Agency a Competitive Edge
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