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What is XForms Mobile?

Busy AF technicians have a strong appreciation for the mobile forms software, which streamlines their workflow. You can visualize your submitted forms as a proportional block widget, and by clicking on the form type, you can explore essential performance metrics. For a more detailed look, drill down to access a filtered grid view complete with custom columns or utilize the print to PDF feature. Additionally, you can export all gathered data to Excel and receive automatic email notifications. Our RESTful API facilitates seamless integration with other applications, enhancing your operational efficiency. With our user-friendly tool, you can create and modify your own forms effortlessly. The software boasts a drag and drop interface, fully controllable Excel-like table grids, and calculated fields for accurate data management. You also have the ability to clone sections, forms, and field controls, along with an automatic form version control system to keep everything organized. This comprehensive suite of features ensures that technicians can focus more on their tasks and less on administrative burdens.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$30/month/user
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

XForms, LLC

Date Founded

2017

Company Location

United States

Company Website

xformsmobile.com

Company Facts

Organization Name

BlockForms

Company Location

United States

Company Website

blockforms.co

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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