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What is BlockForms?

A cutting-edge workflow solution designed to reduce paperwork duplication in the insurance industry accelerates the sales process, minimizes errors, and promotes customer satisfaction. This application integrates multiple provider forms into a unified document, enabling you to collect necessary information from clients just once. The information collected from clients is efficiently aligned with each selected provider form, ensuring a smooth transition. To maintain precision, each document should be thoroughly examined before being forwarded for client signatures. The BlockForms application supports the direct submission of completely signed documents to insurance providers, streamlining the communication process. Elevate your operations with a streamlined and intuitive method for data collection. BlockForms simplifies the process of completing common fields across various carrier forms, even when the questions vary in wording, thus saving time and reducing mistakes. By adopting this faster and more efficient workflow system, your team can gain the priceless benefit of extra time in the sales cycle, significantly boosting both productivity and client service quality. In turn, this can lead to a more successful business outcome and a stronger competitive edge in the market.

What is 3B Forms?

3B Forms enables users to gather information from clients and seamlessly integrate it with Salesforce. This user-friendly tool minimizes setup time and boasts a variety of robust features, including: - Support for pre-population - A rule engine to manage data entries - Relationships between parent and child objects - PDF generation capabilities - Merge-mapping for various objects - Customizable styling options - Compatibility with both mobile devices and desktops - Support for embedding and site templates - Extensive customization possibilities - Mailing forms directly from standard Salesforce reports - And much more... The application finds utility in sectors such as Recruitment, Marketing, Healthcare, Retail, and Agencies. During the design and development phase, we prioritized incorporating the most effective features from our competitors into an elegant and user-friendly interface. Understanding the diverse ways our clients might utilize the application, we also developed an Open API to facilitate seamless integration of forms into their existing systems, ensuring a versatile and adaptable solution for all users.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BlockForms

Company Location

United States

Company Website

blockforms.co

Company Facts

Organization Name

3B Soft

Date Founded

2017

Company Location

United Kingdom

Company Website

www.3bforms.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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