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Easy insurance policy management

Save time and take your customer service to new heights with streamlined policy workflows.
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Manage policies with ease

Are your agents spending too much time on insurance policy management? Simplify the process with an automated insurance policy workflow powered by digital forms, documents, and signatures.

Create seamless insurance policy workflows

Set up a process for new and recurring policies that saves time, reduces manual data entry, and eliminates insurance policy data errors and inconsistencies.
Simplify data collection

Simplify data collection

Collect insurance policy data for quotes, and claims with beautifully designed forms that customers can complete on any device.

Improve customer service

Improve customer service

Consolidate all forms into a centralized portal so customers can review and complete policies in one location.

Automate policy creation

Automate policy creation

Populate the information you collect into digital policy documents that are personalized to each customer.

Simplify data collection

Collect digital signatures

Send policy documents out for eSignature via text or email. No printing, scanning, or faxing required.

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

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