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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Trusted by these industry leaders

Hundreds of insurance companies use Formstack

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

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.