A workflow application designed to alleviate repetition within the insurance brokerage industry, resulting in a simplified sales cycle, fewer errors and happy clients.
Combine relevant carrier forms into one document requesting only the necessary information from your customers.
Using the BlockForms solution, client information is gathered once and mapped to every selected carrier form.
Dot the i’s and cross the t’s before sending each completed form to your client for their signature, all from one convenient place!
Deliver fully executed documents to insurance carriers directly from the BlockForms application.
BlockForms automatically completes common fields across multiple carrier forms (including those fields that ask the same question differently) saving you time and preventing errors.
Give your team the gift of time this sales cycle by deploying a faster and simpler work method.
Protect your clients with a fully encrypted data collection and storage application.
Be the brokers clients everywhere are talking about this year because you made this process easier for them too!
Find out why brokers everywhere are talking about BlockForms!
