Top Dog for E-Signatures = Formstack (JP)
Rating: 10 out of 10
February 05, 2021
DS
Vetted Review
Verified User
5 years of experience
- Integration with our management system.
- Ability to text the documents.
- Use of templates for commonly used forms.
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…
Learn from top reviewers
Top Dog for E-Signatures = Formstack (JP)
Rating: 10 out of 10
February 5, 2021E-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...
InsureSign is so fast and easy that it's almost a miracle.
Rating: 10 out of 10
July 26, 2018I 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...
InsureSign - Quick & Easy!
Rating: 10 out of 10
July 26, 2018I 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.
Save time and hassle for you and your clients with InsureSign!
Rating: 10 out of 10
July 25, 2018InsureSign 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...
Jason Grubbs
Professional - Customer Service
Personal Lines Manager
United Insurance Service, Inc.
5 years of experienceSimplify your work life and electronic files with InsureSign
Rating: 9 out of 10
July 25, 2018As 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...
Matthew Kincaid
Account Manager - Sales
Licensed Insurance Agent
Meridian Capstone Insurance, Inc.
2 years of experienceInsureSign makes us more efficient
Rating: 10 out of 10
July 25, 2018InsureSign 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 ...
Benjamin Coe
Advisor - Sales
Sales Executive
Shepherd Insurance & Financial Services
6 years of experience
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Pricing
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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Alternatives Pricing
What is DocuSign?
DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
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.
Product Details
- About
- Tech Details
What is Formstack Sign?
Formstack Sign Video
Formstack Sign - Flexible Electronic Signature Software for Any Team
Formstack Sign Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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!
- Business Problems Solved
- Recommendations
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)Companies can't remove reviews or game the system. Here's why
InsureSign is so fast and easy that it's almost a miracle.
Rating: 10 out of 10
July 26, 2018
DT
Vetted Review
Verified User
1 year of experience
- 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.
InsureSign - Quick & Easy!
Rating: 10 out of 10
July 26, 2018
GC
Vetted Review
Verified User
2 years of experience
- 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.
Save time and hassle for you and your clients with InsureSign!
Rating: 10 out of 10
July 25, 2018
JG
Vetted Review
Verified User
5 years of experience
- Exceptionally easy to use
- Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
- Convenient
Simplify your work life and electronic files with InsureSign
Rating: 9 out of 10
July 25, 2018
MK
Vetted Review
Verified User
2 years of experience
- 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.
InsureSign makes us more efficient
Rating: 10 out of 10
July 25, 2018
BC
Vetted Review
Verified User
6 years of experience
- Easy user interface
- Quick and easy process to get applications and other documents out to our clients
- Ease of doing business