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Take The Work Out Of Paperwork With BlockForms – A Tool For Insurance Brokers

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Below is our recent interview with Tanya Vucetic, Co-founder & CEO at BlockForms:

Q: For those who haven’t heard of it, what is the best way to describe BlockForms?

A: Before jumping into describing BlockForms, we’ve found that explaining the problem we’re solving is the best way to introduce ourselves. Have you ever filled out numerous applications that ask the same question in different ways? For example, Company Name, Employer Name, and DBA all mean the same thing! Well, we have figured out a clever way to consolidate these complicated applications into one simple and efficient form, so when you fill in your details once, you’re actually completing multiple applications. Doesn’t that sound far less tedious?

To start, we’re tackling this problem for Employee Benefits Insurance Brokers and their clients, by streamlining the process of managing countless insurance provider applications in one, secure platform that mirrors their workflow. No more printing, signing, scanning, and sending multiple forms back and forth between clients and insurance providers.

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Q: Tanya, can you tell us something more about yourself? How did you get to where you are today?

A: I am a Data Scientist by profession with a past life in Finance. My experience in systems implementation and numerous years at subsidiaries of Pacific Life and AIG have equipped me to effectively run this business in the niche my co-founders and I have chosen. However, my heart lies in product management, research, experimentation and prototyping around the unification of forms. (Don’t laugh!)

Q: Can you give us insights into your features?

A: Our secret sauce is something we call internally, “Form Builder”, where an Insurance Broker can upload any Insurance Provider form to our system and BlockForms will map the Broker’s client data to the respective form accordingly. We also offer Salesforce integration (you can find us in their app store), bank-grade data security and team management. Within BlockForms, supervisors can track the progress of their team and clients throughout the sales cycle.

Q: Why is now the time for a technology solution like BlockForms?

A: This has certainly become the million-dollar question as the state of the world rapidly changes around us during this global pandemic! I’m not sure about your familiarity with the Insurance Brokerage industry, but it’s safe to say that the systems used are fairly outdated and far less efficient than they could be. The amount of time spent on printing, signing, scanning, and sending back and forth via email is not necessary when there is an innovative solution available to synthesize the process. A big reason that this innovation has not yet occurred, however, is that the Insurance Provider applications change annually and data security requirements are evolving and stringent.

Not only is BlockForms committed to being ahead of these application changes and security requirements, we are a fully mobile solution that delivers on the demand for tools that simplify time-consuming and inefficient tasks, remotely!

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Q: What are the company’s plans and goals for the future?

A: I’ll keep this one brief and mysterious. Any form reliant industry can use BlockForms to transform their business processes. We have our eye on potential next moves, however we’re sticking to Employee Benefits for now.

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