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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.

Easy insurance data management

Streamline the management of proposals, policies, and claims with Formstack's automation software 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 document security measures include SSL, encryption, and compliance.

Trusted by these industry leaders

Hundreds of insurance companies use Formstack

Create seamless insurance workflows

Compliance

Meet industry standards

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2023 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

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
When I found Formstack, it was pretty clear that it was a great fit. Looking at your Salesforce AppExchange product, it was clear you were pioneers in building a platform that could touch multiple Salesforce records without manual input.
Kyle Tuominen
Director at Coastal Cloud
Before, I needed a full-time developer to put in 40 hours of work to build a registration form and integrate it. Now, just about anyone in the company can build a form and deploy it.
Kevin Howell
IT Director of CRM at AdventHealth
Compliance

Exceed industry standards

Start with a pre-built template

View All Templates

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.
Browse 100+ Integrations

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.

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.
Customers in healthcare report saving 13 hours per week by using Formstack products.

Hundreds of insurance companies use Formstack

Trusted by these industry leaders

Get a Demo
Formstack has been a game-changer.
Sarah Galyon
Operations Manager
University of Tennessee Medical Center

Easy insurance data management

Streamline the management of proposals, policies, and claims with Formstack's automation software powered by online forms, documents, and signatures.
Collect information online
Simplify document creation
Capture electronic signatures
Automate critical workflows
Using Formstack reduces failure when bringing in new patients. It increases efficiency and cuts down on data entry for both patients and staff.
Dr. Chris Bojrab
President
Indiana Health Group
Formstack provided us an end-to-end solution, from intake to billing. It’s so easy to use that I can pass this off to my end users and clients to use.
Michelle Lavalette
Technology Consultant
Soliant Consulting
Salesforce in combination with Formstack makes our processes so much more efficient and traceable. Formstack is an intuitive, comprehensive but still lean tool, making us more professional and faster in our daily life.
Eberhard Keihl
Global Product Manager
Bentley InnoMed GmbH
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
I love having Formstack as something I can just reach for when my utility bag is empty. Formstack is a workplace productivity platform that you use to kind of reimagine how you do things and just make everything simpler.
Carolyn Swartz
HR Analyst
Formstack
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack gave us a turnkey solution around health screenings, testing, and health security. It’s allowed us to serve patients in a way that is not cumbersome and gets them in and out quicker.
Dr. Jonathan Spero
President, Founder, and CEO
InHouse Physicians
Meet industry standards

Build your first workflow in minutes, not months or get a custom demo for your use case.

Try It Free
GDPR
Our Forms and Documents products are compliant with GDPR. Easily gather data and generate documents for consent, opt-ins, and erasure workflows.

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstackhelps them get their job done.

Start with a pre-built template

Power up your workflows with integrations for your favorite tools

Say goodbye to mind-numbing work. Integrate Formstack with your everyday tools so your team can get back to focusing on the important things they need to get done.

Ready to get started?

Build your first form in minutes. Start your free trial today.

Request a Demo