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Claims & Reports

Manage insurance claims with ease

Simplify workflows, meet customer needs, and improve retention with automated claims processing.

Improve customer retention

If you're still using paper to manage claims, customers will become frustrated and choose another provider. Strengthen your process by going digital and streamlining your claims automation process. You'll become more efficient, improve the customer experience, and retain more business.

Create seamless claims workflows

Formstack makes insurance claims automation easy so your team can handle requests more quickly and save time.
Simplify the submission of claims
Simplify the submission of claims

Create forms in minutes and embed them on your website so customers can fill out claims no matter where they're located. Streamline your claim management process with Formstack's drag-and-drop builder where you can create forms in minutes. Create a personalized experience for customers that's easy for your agents to manage. Learn more about automated claims processing using Formstack for Salesforce.

Share and collaborate on data
Share and collaborate on data

Create an automated claims processing workflow that lets multiple team members review and collaborate on incoming submissions. Add file upload fields to your forms so customers can share photos, videos, documentation, and other attachments for their claim. Track submissions in an easily accessible form hub that includes all the release forms a customer needs to file a claim.

Quickly create custom documents
Quickly create custom documents

Use the data you collect to generate claims reports and other documents automatically. Populate customer data into multiple documents at once, and use logic rules to determine where and when files are sent. With no paper or manual data entry to weigh you down, your team will be able to decrease errors and reduce processing times. With conditional fields and sections, you can create different document versions depending on the type of claim being filed, whether it's auto, homeowner, or otherwise.

Simplify the submission of claims
Safely collect digital signatures

Let customers, adjusters, and others sign claim documents from the convenience of their computer, mobile phone, or tablet. With Formstack Sign, you can create a multi-participant signature process that lets you send documents for review via text or email. The best part? Formstack Sign works seamlessly with multiple agency management systems. Safely send signed documents to Applied, Vertafore, QQSolutions, Jenesis, Xanatek, and more.

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Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
I love having Formstack as something I can just reach for when my utility bag is empty. Formstack is a workplace productivity platform that you use to kind of reimagine how you do things and just make everything simpler.
Carolyn Swartz
HR Analyst
Formstack
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack gave us a turnkey solution around health screenings, testing, and health security. It’s allowed us to serve patients in a way that is not cumbersome and gets them in and out quicker.
Dr. Jonathan Spero
President, Founder, and CEO
InHouse Physicians

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.