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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

Formstack Sync helps marketers by syncing and updating qualified leads to sales. And by giving marketers the revenue and financial cost data they need to make accurate, data-driven decisions.

Kipp Bodnar

CMO at HubSpot

Using Formstack, we were able to quickly deploy an e-assessment tool to virtually triage and assess patients who are unable to access care. It has been essential in helping our clinic continue to provide care during the pandemic.