Solutions
/ By industry /
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.

Easy insurance data management

Streamline the management of proposals, policies, and claims with Formstack's automation software powered by online forms, documents, and signatures.
No items found.
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 with our insurance automation tools.

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 document 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

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

Airtable allows us to quickly create digital business solutions and the Formstack Documents block enables the extension of that speed of solution to permanent documentation and contracting. It’s a super powerful combination.
Rob Jacques
CEO at The Codery
Formstack has taken every complex branching logic and corner case I've thrown at it while building a set of forms. Definitely worth a look if you need to rapidly iterate on web forms without the liability of custom code.
Dave Guarino
Director at GetCalFresh & Code for America
Formstack Documents is a great solution to be able to generate documents quickly and get information into Salesforce. It allows us to house our data in one system—get it in with Formstack Forms and get it back out with Formstack Documents.
Patrick DeRuvo
Salesforce Consultant at Enrite Solutions

Start with a pre-built template

View All Templates

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.
Browse 100+ Integrations

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.

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.
Customers in healthcare report saving 13 hours per week by using Formstack products.
Make the most of your resources with an institution-wide platform.

Hundreds of insurance companies use Formstack

Trusted by these industry leaders

Get a Demo
See More Customer Stories
G2 Crowd
4.4 Star Rating
Capterra
4.2 Star Rating
PC Magazine
Editor’s Choice
Software Advice
4.4 Star Rating
Get App
4.6 Star Rating
Formstack has been a game-changer.
Sarah Galyon
Operations Manager
University of Tennessee Medical Center
We’re able to prefill forms with information we’ve already collected, reducing the amount of time our students and administrators spend filling out forms.
Ray Belanfante
Fordham University

Easy insurance data management

Streamline the management of proposals, policies, and claims with Formstack's automation software powered by online forms, documents, and signatures.
Prospective Students
Current Students
Alumni
Student Engagement
Collect information online
Simplify document creation
Capture electronic signatures
Automate critical workflows
Using Formstack reduces failure when bringing in new patients. It increases efficiency and cuts down on data entry for both patients and staff.
Dr. Chris Bojrab
President
Indiana Health Group
Formstack provided us an end-to-end solution, from intake to billing. It’s so easy to use that I can pass this off to my end users and clients to use.
Michelle Lavalette
Technology Consultant
Soliant Consulting
Salesforce in combination with Formstack makes our processes so much more efficient and traceable. Formstack is an intuitive, comprehensive but still lean tool, making us more professional and faster in our daily life.
Eberhard Keihl
Global Product Manager
Bentley InnoMed GmbH
Meet industry standards

Build your first workflow in minutes, not months or get a custom demo for your use case.

Try It Free
HIPAA-friendly features
Try out the features that can help you meet your HIPAA Obligations, from data encryption to field security and file storage.

Meet industry standards

It only takes a few minutes to get started with Forms. Understand your users—start free, today.

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 Formstackhelps them get their job done.

Start with a pre-built template

Power up your workflows with integrations for your favorite tools

Say goodbye to mind-numbing work. Integrate Formstack with your everyday tools so your team can get back to focusing on the important things they need to get done.

SSO-powered data management
Protect customer data
Share data securely
Get access to Salesforce

Ready to get started?

Build your first form in minutes. Start your free trial today.

Request a Demo