Automate Insurance Forms Processing

Faster submissions, fewer errors, effortless compliance.

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About

FormsSquare gives carrier, broker, and MGA teams a single system to digitize applications and keep every submission moving with confidence.

  • Centralized forms library that keeps carrier packets, disclosures, and supplementals ready for instant deployment.
  • AI-driven mapping that extracts and normalizes field data, then autofills firmographics with trusted datasets.
  • Embedded compliance, eligibility, communication, and due-diligence workflows to catch issues before underwriting.

Development of FormsSquare was motivated by the challenges faced by our founder in his work in a cyber-insurance MGA. The manual underwriting process, augmented by inexperienced outsourced team members for data entry, is time consuming, error prone and costly.

That experience shaped the platform's focus: digitized forms, intelligent information mapping, automated firmographic enrichment, compliance checks, and AI-assisted collaboration that remove drudgery from the submission lifecycle.

Explore Features

Features

Digitized Forms Library

Build a centralized library of carrier applications, supplementals, and disclosures that are fully prepared for automated processing.

Intelligent Information Mapping

Use AI-assisted smart field mapping to transfer data from scanned or completed forms into your standardized templates.

Autofill Firmographic Data

Enter a company name or website and instantly populate addresses, contacts, industry classifications, revenue ranges, and employee counts.

Compliance & Eligibility Checking

Encode carrier or product rules and let AI review each submission to flag potential issues before they reach underwriting.

Stakeholder Communication

Generate AI-crafted emails to request missing or unclear information and capture structured data directly from the responses.

Applicant Due Diligence

Define your due-diligence checks and let AI perform them automatically using real-time web search and validation.

Pricing

Every plan starts with a fully featured 15-day trial and free consulting hours to get you set up quickly.

Standard

$99 / month

  • Digitized Forms Library optimized for AI automation
  • Integrated Firmographic enrichment
  • Intelligent form data extraction and mapping
  • Automated Compliance & Eligibility Checks
  • Application Due Diligence Automation
  • Stakeholder communication assistance
  • Up to 40 active applications
  • Unlimited digitized forms
  • Unlimited applicants
Start Trial

Pro

$249 / month

  • Digitized Forms Library optimized for AI automation
  • Integrated Firmographic enrichment
  • Intelligent form data extraction and mapping
  • Automated Compliance & Eligibility Checks
  • Application Due Diligence Automation
  • Stakeholder communication assistance
  • Up to 250 active applications
  • Unlimited digitized forms
  • Unlimited applicants
Start Trial

Enterprise

Custom Pricing

  • Digitized Forms Library optimized for AI automation
  • Integrated Firmographic enrichment
  • Intelligent form data extraction and mapping
  • Automated Compliance & Eligibility Checks
  • Application Due Diligence Automation
  • Stakeholder communication assistance
  • Unlimited active applications
  • Unlimited digitized forms
  • Unlimited applicants
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