Formstack Sign Reviews & Insights

Score10 out of 10

8 Reviews and Ratings

Community insights

TrustRadius Insights for Formstack Sign are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

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.

Reviews

6 Reviews

Top Dog for E-Signatures = Formstack (JP)

Rating: 10 out of 10

Incentivized

February 5, 2021

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

Integration with our management system.
Ability to text the documents.
Use of templates for commonly used forms.

Cons

Sometimes there is a requirement of multiple logins.

Likelihood to Recommend

For an insurance agent who has been forced to work remotely and adapt to the pandemic, Formstack is a must!

Dan Sage

Owner in Corporate at Machor Sage Insurance (1-10 employees)

Vetted Review

5 years of experience

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

Rating: 10 out of 10

Incentivized

July 26, 2018

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

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.

Cons

I can't think of any features that are missing. It's so simple to use.

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.

Diane Tait

Owner in Corporate at A & B Insurance Agency Inc (1-10 employees)

Vetted Review

1 year of experience

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InsureSign - Quick & Easy!

Rating: 10 out of 10

Incentivized

July 26, 2018

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

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.

Cons

It would be nice to add our own words or describe what is needed in the free form text box. This was a feature in a past version.

Likelihood to Recommend

Get the application signed ASAP and get the file off your desk the same day!

Greg Cathell

President in Professional Services at Cathell Insurance Inc (1-10 employees)

Vetted Review

2 years of experience

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

Rating: 10 out of 10

Incentivized

July 25, 2018

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

Exceptionally easy to use
Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
Convenient

Cons

While it's not a flaw specific to InsureSign I've found when multiple signatures are required using e-signing programs can prove more challenging particularly from the standpoint some clients (i.e. - husband & wife) may share one email account and these programs require a separate email account for each signer.
It would be useful to have an email prompt to the agent if a user hasn't signed within a specified time frame that enables the agent to send a personalized follow up message to the intended recipient.

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.

Jason Grubbs

Personal Lines Manager in Customer Service at United Insurance Service, Inc. (1-10 employees)

Vetted Review

5 years of experience

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Simplify your work life and electronic files with InsureSign

Rating: 9 out of 10

Incentivized

July 25, 2018

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

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.

Cons

Should go back to emailing the signed form as a PDF instead of having to log back on every time to send then retrieve. Makes for too many steps when the completed form could be emailed straight to you when finished.
Will sometimes fade some of the fields that you are trying to place a text box on.

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.

Matthew Kincaid

Licensed Insurance Agent in Sales at Meridian Capstone Insurance, Inc. (11-50 employees)

Vetted Review

2 years of experience

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InsureSign makes us more efficient

Rating: 10 out of 10

Incentivized

July 25, 2018

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

Easy user interface
Quick and easy process to get applications and other documents out to our clients
Ease of doing business

Cons

I would like to see a zoom feature
More customizable fields

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.

Benjamin Coe

Sales Executive in Sales at Shepherd Insurance & Financial Services (201-500 employees)

Vetted Review

6 years of experience

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