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.
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pdfFiller
Score 9.0 out of 10
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pdfFiller is a cloud-based platform with a comprehensive digital toolkit used to handle PDFs, and to edit, sign, store, manage, and collaborate on documents. Documents are stored in the cloud and can be accessed anytime, anywhere, without worrying about losing data.
$8
per month (annual commitment) per user (minimum 20 users)
Pricing
Formstack Sign
pdfFiller
Editions & Modules
No answers on this topic
Basic for Enterprise
$8
per month (annual commitment) per user (minimum 20 users)
Premium for Enterprise
$10
per month (annual commitment) per user (minimum 10 users)
Basic
$20
per month single user
Plus
$30
per month single user
Premium
$40
per month single user
Offerings
Pricing Offerings
Formstack Sign
pdfFiller
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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Up to a 70% discount on individual plans for annual billing.
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.
Honestly, everyone should know about PDF filler. But then again, its my little secret, lol. I love the fact that I can make edits to PDF seamlessly and professionally. I also love the fact that the documents i need to fill out, sign and return look great. Not like i printed them and then tried to use a phone scanner to send them back. PDF filler is what allows me to travel without a printer
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.
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.
Manually resending the document was a feature that seems to have been taken away.
Templates for Send To Sign letters. I basically have to type the same information over and over again each time. I was hoping that it would save it but it doesn't seem to have that function
Signer cannot save the document once it has been signed. I have to make sure that there is a note within the email that states that I will send them a copy.
Wish it had a way to send me a copy of the email I sent.
I will always be a faithful PDFfiller customer. The product has saved me a lot of time over the years and I find a great deal of value in the platform. If I move on to another company someday, PDFfiller will be going with me wherever I go.
I don't fully understand all the features and I could probably be using it better, especially the templates. The organisation of exisiting files could be better (ie similar to folders on a pc/laptop). I haven't really invested much time into exploring it further than filling out forms; There possibly is an organisation solution I haven't discovered yet
If you need help, you can easily search for it and find online tutorials that walk you through how to do specific things step by step. You do not have to read a 20 page manual or sit for a 10 hour training session, it is refreshing that you can take it at your own pace and learn things as you need to
When I was hired on by my current company I was already a paying customer, so I just brought it with me. Once I showed our President/Founder how simple it was to use for our contracts, agreements, and NDAs, it has been a staple in our company ever since. That was almost 3 years ago. We've closed quicker because of the speed at which we can turn signed docs around.
InsureSign intergrates with my customer management software. InsureSign has a better price. InsureSign has a better online system for the entire process
There are SO many options for this category. What I will say is that I am not always in control nor am I always able to suggest going PDF. People have their rhymes and reasons foro why they use what they do. My next most frequently used option is DocuSign, which by all means is a top performer as well. The ease and universal comfort of PDF Filler resonate on a higher level of subconscious use globally so it becomes second nature like using text messages to video conferencing
Achieved significant ROI immediately, by freeing up our sales staff to actually sell (show properties, prospect new clients, list new houses), rather than spending time printing/scanning/manually completing forms, documents, and legal agreements.
Huge quality of life improvement immediately felt by our entire team that uses the application
