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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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Recent Reviews

TrustRadius Insights

InsureSign has garnered positive reviews from users who find it easy to use for signing paperwork, whether it's done through their phone …
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Pricing

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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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Alternatives Pricing

What is OneSpan Sign?

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.

What is Adobe Acrobat Sign?

Acrobat Sign is an e-signature solution that combines simple and secure e-signatures with Adobe Acrobat. With Acrobat Sign, the user can create, sign, send for signature, manage, and track documents from one Adobe platform. The user can create signing experiences for customers and teams by…

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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

(1-3 of 3)
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Dan Sage | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Integration with our management system.
  • Ability to text the documents.
  • Use of templates for commonly used forms.
  • Sometimes there is a requirement of multiple logins.
For an insurance agent who has been forced to work remotely and adapt to the pandemic, Formstack is a must!
  • Clients want instantaneous satisfaction - this is it!
Better functionality at a much more acceptable price. With Formstack, if we have issues (very rare) we can actually get a hold of someone - not so much with DocuSign.
Diane Tait | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • I can't think of any features that are missing. It's so simple to use.
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.
  • I've used Insuresign just 15 times in the last 30 days and saved 150 pages of paper and ink. I've also saved countless hours faxing, emailing , mailing and waiting and trying to get the client to sign and return the paperwork.
InsureSign intergrates with my customer management software. InsureSign has a better price. InsureSign has a better online system for the entire process.
Jason Grubbs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Exceptionally easy to use
  • Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
  • Convenient
  • 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.
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.
  • InsureSign has greatly improved our results obtaining client signatures.
  • InsureSign is one of the important tools that allows us to work from any location - it was so impactful we even closed our storefront office and now work from home offices. The ability to seamlessly conduct business from any location was key to that decision.
  • InsureSign has improved our ability to provide quick turnaround for prospective clients improving our sales results - we're no longer hampered by being required to meet with a new client in person to obtain signatures.
We initially chose InsureSign because of their specific focus on the insurance industry, which convinced us they would be most familiar with the types of documents we need signed.
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