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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.
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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

Meet industry standards

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

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 support HIPAA compliance obligations. 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.

Section 508
& WCAG

Formstack strives to meet the needs of all users, regardless of disability status. Collect data with forms that are intuitive and easy for anyone to fill out.

Section 508
& WCAG

Formstack strives to meet the needs of all users, regardless of disability status. Collect data with forms that are intuitive and easy for anyone to fill out.

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’s customer support is super responsive, but I can’t say enough about the tool’s ease-of-use. I was actually able to utilize some CSS, and the documentation for that was so easy to follow and readily available.
Laura Kaiser
Salesforce Consultant at Penrod
A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible.
Todd McGregor
Salesforce Platform Manager at Tri Counties Bank
When I found Formstack, it was pretty clear that it was a great fit. Looking at your Salesforce AppExchange product, it was clear you were pioneers in building a platform that could touch multiple Salesforce records without manual input.
Kyle Tuominen
Director at Coastal Cloud

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.
No items found.
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.

Request a Demo
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.

Ready to get started?

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

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