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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

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.
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.
Trusted by these industry leaders

Hundreds of insurance companies use Formstack

Create seamless insurance workflows

Compliance

Meet industry standards

Compliance

Exceed industry standards

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

Start with a pre-built 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.
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Manage insurance data with ease