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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

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.

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Simplify document creation

Quickly generate standardized proposals, reports, and other documents that reduce errors and minimize approval times.

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Capture electronic signatures

Safely collect eSignatures on any device, and send signed documents to systems like Applied, Vertafore, NASA, and QQSolutions.

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Automate critical workflows

Collaborate with coworkers on submissions, feedback, and approvals so you can meet customer needs more quickly with our insurance automation tools.

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Streamline data sharing

Use intuitive logic and routing tools to control how insurance data is shared across people and departments.

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Protect customer data

Rest assured that your data is safe. Formstack’s document security measures include SSL, encryption, and compliance.

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Watch The Overview

Trusted by these industry leaders

Hundreds of insurance companies use Formstack

Create seamless insurance workflows

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.

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

The fact that Formstack’s form builder is a native Salesforce application and works by drag-and-drop functionality with fields already existing within your Salesforce environment—that’s amazing. Great functionality.

Yajaira Fernandez

Salesforce Consultant and Business Analyst at Sikich Consulting

Formstack is a huge piece of a lot of my customers' digital transformation because of the flexibility of data. If you can use the same tool to ingest, transform and insert data, that's a pretty incredible tool.

Kyle Tuominen

Director at Coastal Cloud

Formstack's intuitive interface helps us build and modify a variety of medical forms to collect new patient data and route patient communication forms to medical assistants, the front office, billing, and administration.