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Formstack Sign

Formstack Sign
Formerly InsureSign

Overview

What is Formstack Sign?

Formstack Sign (formerly InsureSign, acquired by Formstack July, 2019) offers their eSignature application for document signing across all platforms (e.g. mobile, tablet, etc), document backup with audit trail, and support with features built around the needs of insurance agents and…

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Learn from top reviewers

Top Dog for E-Signatures = Formstack (JP)

Rating: 10 out of 10
February 5, 2021
IncentivizedVetted ReviewVerified User
E-signature has become such an important tool in our insurance agency, especially during the pandemic. Having the ability to seamlessly send and receive documents to our clien...
Continue reading
Dan Sage
Executive - Corporate
Owner
Machor Sage Insurance
Formstack Sign5 years of experience

InsureSign is so fast and easy that it's almost a miracle.

Rating: 10 out of 10
July 26, 2018
IncentivizedVetted ReviewVerified User
I am the main user of InsureSign and it makes it easy for my clients to sign the paperwork needed to start their insurance protection. They can sign from their phone or comput...
Continue reading
Diane Tait
General Manager - Corporate
Owner
A & B Insurance Agency Inc
Formstack Sign1 year of experience

InsureSign - Quick & Easy!

Rating: 10 out of 10
July 26, 2018
IncentivizedVetted ReviewVerified User
I use InsureSign throughout my office. We use it to complete the application process without delay. We quote and bind a case within minutes as opposed to several days.
Continue reading
Greg Cathell
Executive - Professional Services
President
Cathell Insurance Inc
Formstack Sign2 years of experience

Save time and hassle for you and your clients with InsureSign!

Rating: 10 out of 10
July 25, 2018
IncentivizedVetted ReviewVerified User
InsureSign is one of the most important and useful tools in our agency as it enables us to conveniently - both for our agency and our clients - provide all manner of documents...
Continue reading
Jason Grubbs
Professional - Customer Service
Personal Lines Manager
United Insurance Service, Inc.
Formstack Sign5 years of experience

Simplify your work life and electronic files with InsureSign

Rating: 9 out of 10
July 25, 2018
IncentivizedVetted ReviewVerified User
As an insurance agent, all of our agents use InsureSign to get our insurance applications signed by our customers. This cuts down on mailing, time, and it's very user-friendly...
Continue reading
Matthew Kincaid
Account Manager - Sales
Licensed Insurance Agent
Meridian Capstone Insurance, Inc.
Formstack Sign2 years of experience

InsureSign makes us more efficient

Rating: 10 out of 10
July 25, 2018
IncentivizedVetted ReviewVerified User
InsureSign is utilized across our entire organization. It as enabled our workflow to run smoothly when it comes time to get signatures on any important documents. Rather than ...
Continue reading
Benjamin Coe
Advisor - Sales
Sales Executive
Shepherd Insurance & Financial Services
Formstack Sign6 years of experience
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Pricing

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Formstack Sign

Formstack Sign

N/A
Unavailable

What is Formstack Sign?

Formstack Sign (formerly InsureSign, acquired by Formstack July, 2019) offers their eSignature application for document signing across all platforms (e.g. mobile, tablet, etc), document backup with audit trail, and support with features built around the needs of insurance agents and agencies.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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OneSpan Sign

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OneSpan Sign (formerly eSignLive) is an e-signature solution for secure document signing processes that enables organizations to digitize business processes and eliminate costly paper and inconvenient “wet” signatures.

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Product Details

What is Formstack Sign?

Formstack Sign Video

Formstack Sign - Flexible Electronic Signature Software for Any Team

Formstack Sign Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(8)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

InsureSign has garnered positive reviews from users who find it easy to use for signing paperwork, whether it's done through their phone or computer. This convenience saves both time and resources as it eliminates the need for paper and ink. InsureSign is widely accepted by most parties involved and continues to improve over time, meeting and exceeding service expectations in the insurance industry.

Especially during the pandemic, e-signature tools like InsureSign have become invaluable for insurance agencies. The ability to seamlessly send and receive documents electronically has allowed for efficient workflows and minimized physical contact. The integration of InsureSign with the agency management system, Formstack, further enhances workflow efficiency, ensuring a smooth process from start to finish.

The features of text messaging and form templates are important for success with InsureSign. These capabilities enable agencies to communicate with clients effectively and provide standardized documents that can be easily filled out and signed. By utilizing InsureSign throughout the office, agencies are able to complete the application process quickly and efficiently, reducing the need for mailing and saving time for both agents and customers.

InsureSign is not only beneficial for individual agencies but also for organizations as a whole. It enables a smooth workflow across multiple departments, eliminating the hassle of tracking down signatures and ensuring that all necessary documents are completed on time. Additionally, InsureSign sends reminders to clients for their signatures, freeing up time for other tasks and improving overall productivity.

The recommendations from the reviews can be summarized as follows:

Many users recommend trying out the software, as it simplifies the process of obtaining signatures and is a huge time saver. It is easy to use and efficient, making it a valuable tool for businesses. Some users believe that the software is especially beneficial for companies with more than 500 employees.

Several reviewers highly recommend the software for its ease of use and convenience. They find it quick and easy to use for keeping track of documents and believe that it makes the document signing process simple and clean. Users also appreciate the software's security features, considering it a logical and secure site for document signing.

Many customers find the software cost-effective and highly recommend it. They believe that it expedites workload, helps complete tasks faster, and saves time, paper, and money. Users also praise the software's integration with management programs and outstanding documentation.

Overall, users recommend giving the software a try, taking advantage of its free trial and quick setup assistance. They believe that it will simplify life, increase productivity, and provide a quicker and more efficient system for collecting signed documents.

Reviews

(1-6 of 6)
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Top Dog for E-Signatures = Formstack (JP)

Rating: 10 out of 10
Incentivized
February 05, 2021
DS
Dan Sage
Owner
Machor Sage Insurance (Insurance, 1-10 employees)
Vetted Review
Verified User
Formstack Sign
5 years of experience
View profile
Use Cases and Deployment Scope
E-signature has become such an important tool in our insurance agency, especially during the pandemic. Having the ability to seamlessly send and receive documents to our clients has been a game changer. Formstack fully integrates with our agency management system which is key to an efficient workflow. The ability to text and form templates are two features that are also important to our success.
Pros and Cons
  • Integration with our management system.
  • Ability to text the documents.
  • Use of templates for commonly used forms.
Likelihood to Recommend
For an insurance agent who has been forced to work remotely and adapt to the pandemic, Formstack is a must!

InsureSign is so fast and easy that it's almost a miracle.

Rating: 10 out of 10
Incentivized
July 26, 2018
DT
Diane Tait
Owner
A & B Insurance Agency Inc (Insurance, 1-10 employees)
Vetted Review
Verified User
Formstack Sign
1 year of experience
View profile
Use Cases and Deployment Scope
I am the main user of InsureSign and it makes it easy for my clients to sign the paperwork needed to start their insurance protection. They can sign from their phone or computer so it's an easy to use product for me and the clients. Saves paper and ink as well as valuable time for all parties. It's accepted by most and it continues to get better.
Pros and Cons
  • I save the paperwork to my computer, upload it to InsureSign and with a few clicks it sent and the clients makes a few clicks and it's finished.
  • It's so fast and easy that it's almost a miracle.
  • InsureSign has saved me so much valuable time and it's a system for processing my paperwork that I will never be without.
Likelihood to Recommend
I like how fast the process is to send and receive my signed and completed paperwork. Certain companies that I do business with require a "wet signature" so it cannot be used every single time in my business.

InsureSign - Quick & Easy!

Rating: 10 out of 10
Incentivized
July 26, 2018
GC
Greg Cathell
President
Cathell Insurance Inc (Insurance, 1-10 employees)
Vetted Review
Verified User
Formstack Sign
2 years of experience
View profile
Use Cases and Deployment Scope
I use InsureSign throughout my office. We use it to complete the application process without delay. We quote and bind a case within minutes as opposed to several days.
Pros and Cons
  • Quick - Send a link to the client, they click to sign, case closed!
  • Personalized - Our company logo is on the delivery link so our client knows that this is from our office.
  • Easy to use - our applications have multiple attachments so we upload each packet which combines into 1 document the our client needs to maneuver through.
Likelihood to Recommend
Get the application signed ASAP and get the file off your desk the same day!

Save time and hassle for you and your clients with InsureSign!

Rating: 10 out of 10
Incentivized
July 25, 2018
JG
Jason Grubbs
Personal Lines Manager
United Insurance Service, Inc. (Insurance, 1-10 employees)
Vetted Review
Verified User
Formstack Sign
5 years of experience
View profile
Use Cases and Deployment Scope
InsureSign is one of the most important and useful tools in our agency as it enables us to conveniently - both for our agency and our clients - provide all manner of documents for our clients to review and sign electronically. This allows us to meet and even exceed service expectations from both prospective and current clients.
Pros and Cons
  • Exceptionally easy to use
  • Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
  • Convenient
Likelihood to Recommend
InsureSign is an ideal tool for any type of insurance-related document that requires client signatures - whether applications, lost policy release, waivers, statement of no loss,etc., - you can quickly and conveniently prepare and send documents for your clients to review and sign electronically.

Simplify your work life and electronic files with InsureSign

Rating: 9 out of 10
Incentivized
July 25, 2018
MK
Matthew Kincaid
Licensed Insurance Agent
Meridian Capstone Insurance, Inc. (Insurance, 11-50 employees)
Vetted Review
Verified User
Formstack Sign
2 years of experience
View profile
Use Cases and Deployment Scope
As an insurance agent, all of our agents use InsureSign to get our insurance applications signed by our customers. This cuts down on mailing, time, and it's very user-friendly for both the agent and the customer.
Pros and Cons
  • Allows the customers signing our applications to sign in multiple ways (phone, computer).
  • Can attach multiple PDFs to be signed at once.
  • Provides many different options to fill out a form that needs to be signed. Allows fields to be mandatory or optional as well as options for initials, signatures, dates, etc.
Likelihood to Recommend

InsureSign is suitable for any document that needs to be signed and sent back to keep electronic files organized. It cuts down on postage, paper, and time to simply fill out a form.

It's great for computer users of any level. I've had customers who barely know how to send an attachment who tell me how easy it was to sign the document.

I cannot really think offhand of a time where it wouldn't be useful for any document that needs to be filled out.

InsureSign makes us more efficient

Rating: 10 out of 10
Incentivized
July 25, 2018
BC
Benjamin Coe
Sales Executive
Shepherd Insurance & Financial Services (Insurance, 201-500 employees)
Vetted Review
Verified User
Formstack Sign
6 years of experience
View profile
Use Cases and Deployment Scope
InsureSign is utilized across our entire organization. It as enabled our workflow to run smoothly when it comes time to get signatures on any important documents. Rather than having to follow up with our clients for their signatures, InsureSign is able to send weekly or even daily reminders. This allows us more time to multi-task rather than the constant hassle of tracking down signatures.
Pros and Cons
  • Easy user interface
  • Quick and easy process to get applications and other documents out to our clients
  • Ease of doing business
Likelihood to Recommend
I would recommend InsureSign to anyone in the insurance industry. It is a quick and easy program that enables our agency to work more effectively and efficiently. As more and more people go away from owning computers and printers, InsureSign gives them an easy way to sign documents on the go.
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