Box vs. Formstack Sign

Very likely to use it. It gives you the comfort that all the files are being stored in [the] same places from different team members. It is easy to organize in folders and also very useful by adding time stamps. [With] an easy setup u can have and box extension installed on your laptop and use it directly. So you can sync files easily.

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.

Incentivized

• The main feature that I like the most in Box is that it makes collaboration seamless, workers can easily check the documents any time and make changes according to the needs.
• Box manages and backs up all of your files on its cloud servers, and provides a very nice interface for creating, viewing, editing, and collaborating on the most commonly used file types (PDF, XLS, DOC, etc.).
• Over the past few years, Box has built on top of its basic cloud storage management with a host of other tools, such as workflows, AI, monitoring, and analytics.
• It is helping us to make good connections with clients and our workers themselves as to its syncing and viewing feature to all is very much helpful and easy to go.

Incentivized

• 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.

Incentivized

• The graphic design of the dashboard should be simpler and more tangible that can be changed to the liking of the Admin.
• Sometimes there are some syncing issues in the background.
• The product has very limited functionality in some areas which could be a bit frustrating at times.

Incentivized

• 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.

Incentivized

As I've stated Box is very easy to use and to set up. The documentation provided by Box is easy to follow and the interface is designed in a way that makes sense. With only a few limitations on the administrator side the system is fully capable to get the job done for our company

I think I can only describe it as excellent. All aspects of Box work without problem, quickly and efficiently. The file upload and download systems are quite fast, the process of access from different platforms is carried out without problems, so far no document has been generated in conflicts or unexpected copies, or any type of error.

Incentivized

Yeah, it's always worked, I've never had any kind of connection issues, the only issues I've had it I've been on our end when the Internet hasn't worked.

Incentivized

It's performance is great. Everything loads as soon as you open a page. The same goes for the local file application, if is just like going through folders on a native "My Computer" or "Finder" folder. The integration into other softwares is also fantastic, as Box keeps them all running smoothly and quickly

Incentivized

I found their support community lacking in clarity when I experienced a login issue. The error messaging was poor on my Box Sync application. I did not reach out to support staff for help, instead, I reasoned that I should try downloading the Box Sync application again and reinstall it. That fixed my issue, thankfully. I think a less computer-savvy user would've been much more frustrated.

Incentivized

The in person training was done in house and I helped with the training, people seem to respond well.

Incentivized

The documentation is good. Since Box is a popular service, there were also a number of YouTube videos and other sources that were helpful as we were considering the product and planning for deployment. Also, the ability to try the free version helped to prepare us.

Be careful with settings. It is easy to get overwhelmed with updates. For example, you don’t want to be updated when doing historical data uploads. I recommend taking off notifications initially and then turn on post you have done your historical data upload.

I slightly prefer Box over Dropbox, especially if I need to store and manage thousands of files. Dropbox online file management was not as easy to navigate as Box. However, Dropbox also has a similar cloud sync feature that worked similar to Box and was pretty comparable to the Box feature. The main reason my team switched to Box was because our organization provided it at no cost to our team, whereas for Dropbox we had to use our own research grant money to pay for it.

InsureSign intergrates with my customer management software. InsureSign has a better price. InsureSign has a better online system for the entire process

Incentivized

It's great, as we put more files on there it's done very well.

Incentivized

• Box has been an only positive experience. It provides a seamless way for me and my team to collaborate on documents in such a way where we're not sending the document back/forth via email. It's a huge timesaver.
• Box reduces the risk of sharing a sensitive document to the wrong person via email.
• Box has provided a platform where my team can share notes in meetings - this has helped streamline and organize our meetings. Our meetings are more productive and actionable.

Incentivized

• Save time - signatures are usually obtained instantaneously.
• Less follow-up needed.
• E-signatures are accepted in our industry so we take advantage of it.

Incentivized