Frequently Asked Questions
Everything you need to know about getting started with FormsSquare and scaling your insurance submission workflow.
FormsSquare is an AI assistant for insurance agents and brokers that auto-fills application data, reviews applications for
errors, omissions, and compliance issues, facilitates customer communications, and enables easy sign-off on completed applications.
It’s designed to help teams process more submissions with fewer errors and less manual work.
Our free tier account gives you access to the full platform with limits on the number of form templates
and submissions so you can test out the features and see how it fits your workflow. If you purcahse a
subscription through the Microsoft Marketplace, you can take advantage of the one month free trial period
on our FormsSquare Standard plan.
Yes. We provide free one-time onboarding support to set up up to 5 application forms and work with
clients on any integrations needed.
Yes. Human review is built into the workflow so underwriters or account managers can validate, edit, and
approve every field before documents are sent out.
You define carrier and product rules, and FormsSquare automatically flags missing information, eligibility
concerns, and inconsistencies for review before binding.
FormsSquare is built to support secure handling of sensitive business and policy data with role-based
access and controlled workflows. All your data is encrypted in transit and at rest, and we follow industry best practices for security and compliance.
No. You can start with your existing forms and workflows, then add integrations later as your team scales.
Still have questions?
Reach out and we will help you map FormsSquare to your current submission process.
Contact Sales