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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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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.
Learn 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.
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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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Our products connect to hundreds of popular web applications so you can automate workflows, eliminate data chaos, and be more productive.
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More to explore
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4 Ways to Deliver Exceptional Customer Service to Your Insurance Clients
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Selecting an eSignature Solution for Your Insurance Agency
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How to Gain and Retain Insurance Industry Customers
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3 Insurance Agency Automation Tools to Give Your Agency a Competitive Edge
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