Formstack Sign (formerly InsureSign)

Formstack Sign Logo

With more sales taking place over the phone and the Internet, agents need a fast, simple, and secure way to get documents signed by insureds, regardless of time or location. FAIA preferred partner Formstack makes that possible.

(They are so sure you'll like Formstack, the first 14 days are free!) 

More than 75 percent of insurance sales are initiated over the telephone, and Internet sales are growing rapidly. Formstack gives you the ability to get a signature immediately, when the insured is ready to purchase. Formstack allows you to assemble all the documents the customer needs to sign, and then send a link to the document. The customer simply clicks on the link, signs in his web browser (or even via text message), and the completed document is instantly sent back to you with a complete audit trail. The customer also gets a copy for his records.

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Program Highlights

  • Increase business by closing more sales instantly. 
  • Customer convenience of e-signing all insurance-related documents in one file: application, fee consent, policy endorsements, no-loss statements, etc. 
  • Expand customer base—sell beyond the local area. 
  • Designed exclusively for insurance agents. 
  • Increase ability to compete with direct writers. 
  • Automatic archival with a full audit trail. 
  • Reduce time and costs: no scanning, faxing, manual filing, or shredding originals. 
  • Free 14-day trial period.