Automate Insurance Forms Processing
Faster submissions, fewer errors, effortless compliance.
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 FeaturesFeatures
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
- Up to 40 active applications
- Up to 5 linked forms per application
- Up to 25 forms in Forms Library
- Up to 40 due diligence requests per billing period
- Up to 10 attack surface scan requests per billing period
- Auto-fill up to 100% of form fields with AI
- Automate validation and compliance checking
- Leverage AI to speed up client conversations
- Secure application signing with audit trail
- Assign background tasks to the AI assistant
- No integration required.
Pro
$249 / month
- Up to 250 active applications
- Up to 10 linked forms per application
- Up to 100 forms in Forms Library
- Up to 250 due diligence requests per billing period
- Up to 100 attack surface scan requests per billing period
- Auto-fill up to 100% of form fields with AI
- Automate validation and compliance checking
- Leverage AI to speed up client conversations
- Secure application signing with audit trail
- Assign background tasks to the AI assistant
- No integration required.
Enterprise
Custom Pricing
- Unlimited active applications
- Custom linked forms per application
- Custom Forms Library capacity
- Custom due diligence request limits
- Custom attack surface scan request limits
- Auto-fill up to 100% of form fields with AI
- Automate validation and compliance checking
- Leverage AI to speed up client conversations
- Secure application signing with audit trail
- Assign background tasks to the AI assistant
- No integration required.