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Formstack Sign

Score10 out of 10

8 Reviews and Ratings

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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.

Categories & Use Cases

Reviews

What users are saying about Formstack Sign.
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Top Dog for E-Signatures = Formstack (JP)

Incentivized
Dan SageView profile
Owner in Corporate at Machor Sage Insurance (1-10 employees employees)

Pros

  • Integration with our management system.
  • Ability to text the documents.
  • Use of templates for commonly used forms.

Cons

  • Sometimes there is a requirement of multiple logins.

Return on Investment

  • Clients want instantaneous satisfaction - this is it!

Alternatives Considered

DocuSign

Other Software Used

HawkSoft, RingCentral, Microsoft Teams

InsureSign is so fast and easy that it's almost a miracle.

Incentivized
Diane TaitView profile
Owner in Corporate at A & B Insurance Agency Inc (1-10 employees employees)

Pros

  • 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.

Cons

  • I can't think of any features that are missing. It's so simple to use.

Return on Investment

  • I've used Insuresign just 15 times in the last 30 days and saved 150 pages of paper and ink. I've also saved countless hours faxing, emailing , mailing and waiting and trying to get the client to sign and return the paperwork.

Alternatives Considered

DocuSign

Other Software Used

QQCatalyst, Applied Rater, QuickBooks Online

Save time and hassle for you and your clients with InsureSign!

Incentivized
Jason GrubbsView profile
Personal Lines Manager in Customer Service at United Insurance Service, Inc. (1-10 employees employees)

Pros

  • Exceptionally easy to use
  • Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
  • Convenient

Cons

  • 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.

Return on Investment

  • InsureSign has greatly improved our results obtaining client signatures.
  • InsureSign is one of the important tools that allows us to work from any location - it was so impactful we even closed our storefront office and now work from home offices. The ability to seamlessly conduct business from any location was key to that decision.
  • InsureSign has improved our ability to provide quick turnaround for prospective clients improving our sales results - we're no longer hampered by being required to meet with a new client in person to obtain signatures.

Alternatives Considered

DocSend

InsureSign - Quick & Easy!

Incentivized
Greg CathellView profile
President in Professional Services at Cathell Insurance Inc (1-10 employees employees)

Pros

  • 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.

Cons

  • 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.

Return on Investment

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

Other Software Used

QuickBooks Pro

Simplify your work life and electronic files with InsureSign

Incentivized
Matthew KincaidView profile
Licensed Insurance Agent in Sales at Meridian Capstone Insurance, Inc. (11-50 employees employees)

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • Savings on postage and paper

Other Software Used

3CX Phone System, OneDrive, Zoom Video Webinar