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I keep getting asked about which software I like best on the iPad to do insurance applications.
The program is called Form Tools. I think it costs around $5
I've tried them all. Here is why I like Form Tools best.
1. It works with any application that you can scan into PDF. In other words ALL of them.
2. It's quick and easy to set up your forms once you familiarize yourself with it. ANYONE can do it. It's not complicated.
3. Once your forms are set up, you use them over and over.
4. When you fill out the application, each field that requires the same info will fill in. So when you type in the name on the first page, it will also fill in the name on the HIPPA page, and the check draft page and the replacement page, etc. Same with address and all the redundant fields.
5 when you tab to the next field, it knows which keyboard you need. If the field is a phone field your NUMBER keyboard pops up. If it is a Name field your STANDARD keyboard pops up, etc.
6. When you snap a photo of the voided check you import it into the proper area on the application. The spot where you used to "tape" the voided check before faxing it now becomes a photo field in the exact shape of a check. It works easy and perfect.
7. When you are ready for signatures, you just tap an icon and the client signs rign in the same spot as the paper form. I use a stylus pen but you actually could just use your finger.
I like that the signatures are not movable. It's just like paper. With other iPad apps the signatures can be added anywhere which in my opinion would void the contract because they are NOT really signing the agreement.
When you are all done you can email it as an unchangeable PDF to yourself and tobthe applicant. You can fax or email it to the insurance company without ever printing it out. It's paperless if you want to be.
It's pretty close to perfect.
The program is called Form Tools. I think it costs around $5
I've tried them all. Here is why I like Form Tools best.
1. It works with any application that you can scan into PDF. In other words ALL of them.
2. It's quick and easy to set up your forms once you familiarize yourself with it. ANYONE can do it. It's not complicated.
3. Once your forms are set up, you use them over and over.
4. When you fill out the application, each field that requires the same info will fill in. So when you type in the name on the first page, it will also fill in the name on the HIPPA page, and the check draft page and the replacement page, etc. Same with address and all the redundant fields.
5 when you tab to the next field, it knows which keyboard you need. If the field is a phone field your NUMBER keyboard pops up. If it is a Name field your STANDARD keyboard pops up, etc.
6. When you snap a photo of the voided check you import it into the proper area on the application. The spot where you used to "tape" the voided check before faxing it now becomes a photo field in the exact shape of a check. It works easy and perfect.
7. When you are ready for signatures, you just tap an icon and the client signs rign in the same spot as the paper form. I use a stylus pen but you actually could just use your finger.
I like that the signatures are not movable. It's just like paper. With other iPad apps the signatures can be added anywhere which in my opinion would void the contract because they are NOT really signing the agreement.
When you are all done you can email it as an unchangeable PDF to yourself and tobthe applicant. You can fax or email it to the insurance company without ever printing it out. It's paperless if you want to be.
It's pretty close to perfect.
