Formstack Sign

Avantages

The software makes it easy to upload and send documents for signing.
Tracking and monitoring of signature use is hustle free.

Inconvénients

The software has very effective reusable templates that saves us alot of time. No dislike.

Avantages

Easy to use and set up. Work with an insurance agency

Inconvénients

It requires two different email address.

Avantages

Formstack Sign is the absolute easiest signature tool I have experienced yet.

Inconvénients

Green seems to be a default background color. I'd prefer to be able to color-code.

Avantages

I have setup the account and my documents with ease. The platform is very intuitive and easy to use. Great experience for me and my partners too.

Inconvénients

I cannot say I found any cons for Formstack, if any found I will update the review.

Avantages

Its pricing plan is well suited to small businesses.

Inconvénients

I haven't had any problems with it so far.

Avantages

It was super simple to use, clients can easily understand how to use, it was fast and reliable.

Inconvénients

Ever since Formstack bought the prior company it went downhill. It is "down" a lot of the time. After printing to Formstack it started changing the link to the admin link. so you had to go in twice. but the BIGGEST reason I am looking for a different software to use it because they took away the printer option. You no longer can Print to Formstack Printer and it pops up. You now how to save the document, drag and drop or upload it to the website. By them taking away this printer function is a huge inconvenience and time waster.

Avantages

Ease of use! We use InsureSign for all of our contracts and have no issues with it's functionality.

Inconvénients

Really don't have anything to report here. If we've ever experienced an issue, I just fire an e-mail off to one of my contacts at InsureSign and they get back with me quickly with a resolution to my issue.

Alternatives envisagées 

Docusign

Pourquoi passer à Formstack Sign

Because InsureSign was a product designed for and used by insurance agents, whereas the other product being consider was being used by several different types of businesses. I just liked the concentration on the insurance industry.

Avantages

We like that it's easy to use and easy to implement.

Inconvénients

I dislike that they don't have a zapier integration. I dislike that they charge a premium for an integration with external software. Dislike the pricing.

Avantages

Very easy to use and understand this Software

Inconvénients

I wished once you received the documents back that they would not show up in the home screen

Avantages

The ability to be completely paperless and have a process with such ease of use to our clients is second to none. We've been using Insuresign since 2014 and have no thought that it won't always be of use in our office.

Inconvénients

There's nothing we don't like, although there are enhancements we suggest to the development team here and there and they listen to our requests and either make them happen or let us know why something might not work how we want it to.

Avantages

I love the ease of use not just for my staff but for the end user. InsureSign allows us to quickly get documents sent out and returned. We have a 100% return rate with an average turn around time of 20 minutes. It's fantastic!

Inconvénients

I can't say there is anything I dislike about the product. A recent update threw a couple little kinks but in usual InsureSign style, they rectified the situation with speed and care.

Avantages

The ease of use of this product is great for our variety of clients. The process is simple, the tracking is fantastic and this is a service we see using for all of our client needs. The updates with technology are on point and we were up and running in no time flat.

Avantages

Una de las cosas que mas me gustan de Formstack en lo amigable que es su plataforma de envio.

Inconvénients

Seria genial que pudiesen tener la oportunidad de que el cliente reciba toda la informacion (Indicaciones de como firmar, etc ) en español

Avantages

I love being able to get my important documents signed by customers without them having to come into the office. It is so easy to use and convenient for me and my customers.

Inconvénients

The thing that I like least is if I need to add an additional document after I have already started the process of inputting the signers name and email address, it isn't very easy or user friendly. And when the developers implement an easier process of doing so I will gladly change my 4 stars on functionality to 5.

Avantages

For what we do, and need it for, InsureSign is the best e-signature program we have ever used. Easy for clients to understand and use.

Inconvénients

I really don't have any complaints on this software

Avantages

Ease of use for not only myself but the customers. I have had several clients who are unsure of technology and uncomfortable hearing things like electronic signature tell me how easy it was to use. Very efficient, clean, and professional!

Inconvénients

Would like to be able to have spouses sign separately but with same email address-In my line of business we usually have to have both sign individually but they use the same email address and it wont let it go through like that-only complaint...and its a minor issue

Avantages

Easy system to learn and use. Have not had any issues with glitches lately.

Inconvénients

More affordable integration with our agency management software would be nice.

Avantages

So much less paper and postage! So much less time printing, marking signature lines, mailing and scanning returned documents.

Avantages

The system is so easy to set up a document for signature and even easier on the client's end! So easy in fact, I was able to have one of my 80+ year old clients use the electronic signature through your email system and he had no issues whatsoever!

Inconvénients

Sometimes the drag and drop option is a bit wacky. Not often enough to complain about it, and it's not permanent, it usually corrects itself when you let go and drag it again.

Avantages

I like how we can send documents to customers to sign and they can use it on their phone as well. This keeps them from having to come into the office.

Inconvénients

I don't like that we can't add more than one person to the same document to send at one time. We have to go in twice and send two different ways if two people need to sign.

Avantages

User friendly and I have used many, but this is the best.

Inconvénients

Have not found a problem yet. We have it tailored a little more than others, but it is great.

Avantages

The InsureSign software is quick and easy to use. I've had clients sign documents within minutes of receiving the initial request. Its also cost effective compared to other markets.

Inconvénients

Sometimes when we import a doc the pages are blank. but this is rare.

Avantages

i love that we can just email our insureds and get the info back very fast and that they send you notifactions on delivery and when someone opens makes our jobs a lot eaiser with doing policies over the phone and internet.

Inconvénients

there is really nothing that i don't like about this program it is very easy to use and very fast would recommend to any one

Avantages

It eliminates 99% of the paper I used to handle with new Applications.

Inconvénients

My only complaint is that It does not allow for you to append or change the documents that were attached if you see you left something out mid signature placement. You have to scrap it and start over.

Avantages

Automating my data collection, and signing of contracts with a simple and powerful editor.The conditional logic facility allows me to customize forms and simplify my workflow process.

Inconvénients

Pricing can be improved; however, this is a polished product.

Avantages

I like how easy insure sign is to use and send documents to my clients that need signed. It is also priced very competitively

Inconvénients

I don't have any complaints overall I would recommend insured sign to anyone that needs a good resource to send applications

Avantages

What I like most about this software is the ease of use when explaining to clients how to sign documents electronically. It also saves time by getting documents signed without clients having to come into office.

Inconvénients

I don't have any complaints really. Most complaints would be that the clients forget to sign and submit back to me.

Avantages

Easy to use, intuitive, integrated with our insurance agency management system.

Inconvénients

I cannot honestly think of anything???

Avantages

Ease of use, any one can use it. Insured's love it.

Inconvénients

I don't think there is anything that we don't like.

Avantages

InsureSign is the best solution for what is one of the most undervalued innovations in the last 30 years. No more print, sign, fax. Saves time and trees!

Inconvénients

You have to cross your fingers and hope they'll accept it when you send an e-signed app for the first time. It's also a con to pay for a product that some companies are starting to offer for free.

Avantages

I enjoy the ease of use of Formstack. It allows me to have my clients sign any applications, cancellations, and change requests within minutes instead of days.

Inconvénients

When choosing to print directly to Formstack I can no longer log directly in to the site. It takes me directly to an Admin log in which I have to then open Formstack in another window and process from there.

Avantages

The program works fantastic, people have no problem using it regardless of their awareness of computers or programs. Customers love the program it is much easier to use than the insurance company e sign programs. Your e sign program also works when our own e mail is down. Could not praise it more.

Inconvénients

The install program is not easy to install but thankfully your technical support is always available to help us.

Avantages

Your clients can call in and request a policy, changes to a policy or anything else that's requiring their signature. You can email them the documents and save them a trip into the office.

Inconvénients

There's nothing I don't like about the software. Its user friendly.

Avantages

Very Easy to Use, Fast Processing and Efficient Turn Around Time from start to finish. Also every signed document can be emailed directly to the user.

Inconvénients

I know software is changing daily so everything gets better the more and more we use it, I would like to see the option to delete a file once we download the file in a customers file. This will allow our agents the ability to manage all the signed files from day to day business.

Avantages

I love the fact I can quickly and easily send our clients applications and forms to sign. The process is quick and easy and saves us so much time and money on renewals and other transactions needing signatures vs snail mail. I am so glad we implemented this.

Inconvénients

I don't have anything I dislike about it.

Avantages

I love InsureSign because it makes my life as an agent much easier. People often can't come into the office but are able to pop into their email and quickly electronically sign applications, cancellation requests, etc. I don't have to wait a long time to get the documents I need.

Inconvénients

Adding the ability to put the time of day next to the signature would be helpful in certain instances.

Avantages

it's very easy to use and offers our clients the convenience of signing paperwork anywhere without driving to the office

Inconvénients

I haven't had any issue with InsureSign

Avantages

InsureSign has made it easier for us to do business. With the majority of our customers preferring email communication the ability to get digital signatures is priceless.

Inconvénients

Not really a con but it would be nice if InsureSign integrated with our agency management software. Attaching and forwarding signed documents is quick and easy.

Avantages

This product allows for the electronic signature of your customers. Did I mention Electronically! This has been an awesome addition and reduced hassle to get the necessary signatures through mail or in person.

Inconvénients

The only con we can think of is that when you create a document and want to make a change to said document once the customer has the document, there isn't an easy way to change.

Avantages

EASY TO USE WITH ALL MY CLIENTS AND MY STAFF

Inconvénients

THE COLORS OF THE FONT ARE A LITTLE LITE

Avantages

I love the ease of InsureSign. Previously we were waiting on texts, fax and email with attachments from insured's when trying to close a sale. This has been a huge time saver in our office...applications and endorsements are done in minutes. Anyone who is not using the InsureSign product should really look into it...totally worth the investment!

Inconvénients

None so far....we all seem to be very satisfied.

Avantages

Top benefit for my purposes - documents, once reviewed/signed are emailed back to me for attachment. This simplifies my processing and saves a lot of time.

Inconvénients

I have not yet found a downside to this software. The company stays on top of it's programming and the technicians are fast to answer questions/assist when needed.

Avantages

Love the ease of use of this product for our customers to just be able to click for signature and submit.

Inconvénients

The loading of documents could use improvement. Sometimes it take longer than usual and then they wont load correctly.

Avantages

- easy to use
- convenient
- efficient .

Inconvénients

No problems seen at this time. I am very satisfied with the software.

Avantages

I love the ease of it for my insureds and I. My insureds that aren't very "tech savvy" still think it is easy.

Inconvénients

Sometimes when I scan a document and print to InsureSign, the print is all messed up and you cant see anything. No matter how many times I redo it - it still doesnt work.

Avantages

The thing I like the best is how easy it is to use

Inconvénients

I have not run across anything that I do not like about InsureSign

Avantages

i love that its very quick to send to customer and also receive back

Inconvénients

i dont like that if you make a mistake you have to send and then go in and cancel you cant just do it then

Avantages

I can't say enough good things about InsureSign. Adding or inactivating users takes seconds. After that I never have to think about it, it just works. My users love it and can't believe how much time it saves.

Inconvénients

The only problem we've ever had is very occasionally having to reinstall the printer component. Even that is easily accomplished.

Alternatives envisagées 

Docusign

Pourquoi passer à Formstack Sign

Less expensive, easier to use, doesn't clutter up management system with useless activities.

Avantages

It is easy to use. The reminders that get sent to the signers are good. When we get the signed confirmation it should be completed as it does not let you not sign something.

Inconvénients

The sender does not get the daily reminder if it is not signed. You have to go into the software to make sure you don't have anything outstanding which is good to do anyway.

Avantages

What I like most about this software is the ease of use. I t is easy to upload the file, enter the email address and send it.

Inconvénients

What I like least about this software is it is not easy to get set up on the Formstack website after they changed over.