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 …
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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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
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- 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…
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 |
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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
February 05, 2021
Top Dog for E-Signatures = Formstack (JP)
- 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.
- 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.
July 26, 2018
InsureSign - Quick & Easy!
- 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.
- 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.
- 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.
- 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.
- 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.
July 25, 2018
InsureSign makes us more efficient
- Easy user interface
- Quick and easy process to get applications and other documents out to our clients
- Ease of doing business
- I would like to see a zoom feature
- More customizable fields