Insurance Apps

14 Templates

Employee Travel Management App

An employee travel management app is used by HR departments for managing employee travel requests. With this readymade Employee Travel Management App, employees can request personal time off for vacation or seek authorization for company-related business travel. Data from both forms automatically syncs to a color-coded Travel Tracker spreadsheet in your secure Jotform account, so you can easily keep track of employee travel type, business expenses, and time off start and stop dates.Want to customize this app template to match your company’s branding? You don’t need any design or coding experience—just use our drag-and-drop app builder to add or change form elements, edit form text and fields, upload your logo, include documents and external links, and more. Use Jotform’s Rich Text element to display formatted text, tables, embed images or links, and clearly communicate instructions or information to users. When you’re done, share the app with employees by sending email invites or embedding a link in an internal-use company portal, and employees can start filling out forms from any smartphone, tablet, or computer. Create a custom all-in-one Employee Travel Management App to track employee travel details with this free app template from Jotform.

Company Portal Apps

Personal Finance Management App

Manage your personal finances with Jotform’s free Personal Finance Management App. This fully customizable mobile app includes a monthly expense form, budget tracker, bill record form, and bill payment log to help you stay on track when it comes to your finances. Once you’ve downloaded the app to your favorite, you can fill out your forms and view your logs at any time. All entries will be synced instantly and automatically, so you can keep all your important finance info in one easily accessible place.Customize your Personal Finance Management App without any coding. Jotform’s drag-and-drop interface makes it easy to add forms, tables, links, documents, and other elements to your app. Then you can save your app onto any computer, tablet, or smartphone for easy access. Take control of your spending with a custom Personal Finance Management App!

Finance

Easy Mortgage App

With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.

Finance

Simple Accounting App

Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.

Company Portal Apps

Insurance Agency App

An insurance agency app is used by insurance agencies to provide customers with insurance policy quotes. Clients can download your custom Insurance Agency App onto their preferred device and fill out forms requesting quotes for car, life, business, or medical insurance. There are separate pages to showcase insurance agents and provide contact information. Client submissions are stored in your secure Jotform account, which you can access and manage from any device.Want to make changes to this app template? Jotform’s drag-and-drop app builder makes it easy to add or change form elements, edit text fields and checklist items, create additional pages, choose fonts and colors, upload your unique logo, and more — all without any coding. Share your custom app with clients by sending email invites, sharing the app link in your social media bios, or embedding it in a company website. Making shopping for insurance quotes simple and convenient with this free Insurance Agency App from Jotform.

Automotive

Proposal App

Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!

Finance

Insurance Quote App

An insurance quote app is used by insurance companies to collect quote requests from their customers. Whether you provide car insurance, health insurance, travel insurance, or another type of insurance, this ready-made downloadable Insurance Quote App lets you quickly and easily collect customer inquiries from any device.Need to customize the app template? Add your logo and branding, update forms, change the app icon, and make other design changes — with no coding knowledge required — using Jotform’s drag-and-drop app builder. Once your app is ready to go you can share it with a link, add it to your social media bio, or embed it in your website to start collecting responses.

Estimation Apps

Reimbursement App

Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.

Finance

Retirement Planning App

A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.

Consulting Apps

Life Insurance App

A Life Insurance App is a customizable no-code app template designed to streamline life insurance services, offering users an intuitive way to explore, request, and manage insurance plans. Ideal for insurance companies, brokers, or agencies, this app simplifies processes such as submitting applications, gathering quotes, and accessing policy information. By offering an organized and accessible digital experience, it ensures clients can conveniently navigate insurance options, schedule consultations, and securely upload necessary documents. Whether you’re managing a large insurance agency or running a small consultancy, this app helps you build trust and deliver a seamless customer experience.With Jotform’s no-code app builder, creating a professional life insurance app is fast and hassle-free. Use the drag-and-drop interface to customize app elements, such as adding detailed forms for claims and scheduling consultations.Its compatibility with all devices ensures that your clients can access the app anytime, anywhere. Additionally, enhance user engagement with push notifications, keeping clients updated on policy renewals, claims status, or exclusive offers. Build a branded app that reflects your business while simplifying insurance management for your clients.

Consulting Apps

Travelers Insurance App

A travelers insurance app is used by travel insurance companies to provide information for and collect important information from their clients. With this ready-made Travelers Insurance App, your company can start collecting insurance claims from your clients in just a few clicks! Simply update the app design to perfectly match your needs, then share it to be used seamlessly on any device.Make changes to the design with Jotform’s drag-and-drop builder — no coding required. Add your company branding, include intake forms or other types of forms, and add resources for your clients to access. Once the design is ready to go, your custom Travelers Insurance App is easy to share on social media, via email, or to be downloaded for iOS and Android.

Finance

Health Insurance App

A Health Insurance App is a customizable no-code app template designed to streamline the management of health insurance services for providers and clients alike. With this app, insurance companies, agents, and brokers can offer a convenient platform for clients to explore coverage options, submit claims, schedule appointments, and access policy details — all in one place. Whether it’s facilitating faster claims processing or improving communication between providers and clients, this app simplifies complex processes, ensuring a seamless and user-friendly experience. It’s a great solution for professionals aiming to deliver exceptional service while staying ahead in the competitive health insurance industry.Creating your Health Insurance App with Jotform’s no-code app builder is simple, efficient, and fully customizable to your business needs. Leverage the drag-and-drop builder to add claims forms, payment integrations, e-signature fields, and secure document uploads. Engage clients with push notifications for updates on claims or policy renewals, and integrate features like scheduling tools to streamline consultations. Jotform’s app builder also allows you to create apps compatible with any device, making it easy for users to access your services on the go. Build a modern, branded app that saves time, boosts productivity, and enhances customer satisfaction.

Healthcare

Pet Insurance App

A pet insurance app is a type of mobile application used by pet insurance companies as a centralized place to give insurance quotes, receive customer inquiries and questions, and sell pet insurance. With Jotform Apps, you can create your own professional Pet Insurance App for free. Get started with this template, customize it to your liking, and send it to your potential clients.Our drag-and-drop builder makes designing your app to fit your needs a breeze. Add or remove forms, change fonts and colors, select a unique app logo, and more. You can even integrate with 250+ useful platforms like payment processors and data management to take your pet insurance business even further. Start selling your pet insurance packages today with Jotform Apps.

Pet Care

Drone Insurance App

A drone insurance app is used by insurance companies to centralize information about their insurance plans, send quotes, collect payments, and list insurance benefits. This type of app is mainly used by interested clients that own drones and need a fast and reliable way to get insurance. With Jotform Apps, you can create your own Drone Insurance App for free — no coding required.Personalizing the look and feel of this Drone Insurance App template is a breeze with our intuitive interface. Drag and drop to make changes to fonts, colors, app icons, and more. You can even integrate with 250+ platforms to send client data straight to your other accounts. Share your professional Drone Insurance App with your users today.

Online Service Apps

About Insurance Apps

Insurance Apps are digital tools designed to streamline and enhance various processes within the insurance industry. These apps serve a wide range of use cases, catering to both insurance providers and their clients. For instance, insurance companies can use these apps to manage client portfolios, process claims, and communicate policy updates efficiently. Users, on the other hand, can easily access their policy details, submit claims, and receive updates in real time. The target audience of these apps includes insurance agents, brokers, policyholders, and even third-party service providers like loss adjusters. These apps are applicable to various sectors within the insurance industry, such as health, life, property, and casualty insurance, providing a versatile solution to modernize traditional practices.

Jotform Apps offers a powerful solution for creating Insurance Apps without the need for any coding skills. With Jotform, you can build Progressive Web Apps (PWA) that work seamlessly across devices, be it iOS or Android, without needing to navigate through app stores. These apps can be installed directly from browsers onto home screens, providing a native app experience with the convenience of the web. Jotform's centralized data management ensures that all information collected through the app is easily accessible and organized. This makes it an ideal choice for businesses looking to enhance their digital presence and improve their operational efficiency in the insurance industry.

Why Use Insurance Apps? (Benefits)

Enhanced Customer Experience: Insurance apps provide customers with easy access to policy details, claim status, and other essential information. This level of accessibility ensures that customers feel informed and engaged, which can lead to increased satisfaction and loyalty.
Streamlined Communication: With built-in communication tools like instant messaging and notifications, insurance apps facilitate efficient interactions between clients and insurers. This reduces response times and enhances the overall customer service experience.
Efficient Data Management: Insurance apps enable the digitization of documents and records, allowing for easy storage and retrieval. This reduces the risk of lost paperwork and ensures that all information is organized and readily available.
Secure Transactions: With payment integrations such as Stripe and PayPal, insurance apps provide a secure platform for transactions. This ensures that all financial dealings are conducted safely and efficiently, enhancing trust between the client and the insurer.
Customization and Flexibility: Jotform Apps allows for customization of the app interface and functionality, enabling insurers to tailor the app to their specific needs. This flexibility ensures that the app can evolve alongside the changing requirements of the business.
Improved Efficiency: By automating routine tasks such as claim processing and policy updates, insurance apps enable companies to operate more efficiently. This reduces the workload on staff and allows them to focus on more strategic activities.

Common Problems Solved by Insurance Apps

Lost Paperwork: Traditional insurance processes often involve extensive paperwork, which can easily be lost or misplaced. Insurance apps digitize these documents, ensuring they are always accessible and reducing the risk of loss.
Slow Billing Processes: Manual billing can be time-consuming and error-prone. Insurance apps streamline billing processes with automated systems that ensure accuracy and speed, improving the cash flow and financial health of the organization.
Complex Claim Processing: Processing claims manually can be a complex and lengthy process. Insurance apps simplify this by automating workflows, which accelerates processing times and reduces errors, leading to quicker resolutions for clients.
Lack of Real-Time Communication: Delayed communication between insurers and clients can lead to misunderstandings and dissatisfaction. Insurance apps provide real-time communication features, ensuring that all parties are updated promptly and queries are addressed swiftly.
Inefficient Data Collection: Collecting and managing client data manually can lead to inefficiencies and inaccuracies. Insurance apps provide structured digital forms that ensure data is collected accurately and stored securely, facilitating better data management.

Matching Use Cases to Features

Digitizing Policy Documents: The File Upload feature in Jotform Apps allows users to submit and store important documents directly within the app, making it easy for insurers to access and manage policy documents digitally.
Automating Claims with Forms: The Form element is central to creating interactive claim submission processes, where users can fill out and submit their claims directly through the app, streamlining the workflow for both the insurer and the client.
Scheduling Appointments: The Appointment Field feature provides a convenient way for clients to schedule meetings with insurance agents, ensuring that both parties can coordinate effectively and reduce scheduling conflicts.
Processing Payments: With Payment Integrations like Stripe and PayPal, the Product List element allows insurers to offer payment options for policy renewals or premium payments directly through the app, enhancing the convenience for the user.
Capturing Signatures: Using the E-Signature feature, clients can sign documents digitally, which speeds up processes like policy acceptance and claim approvals, eliminating the need for in-person meetings.

How to Create an Insurance App

Choose a Template: Begin by selecting a template from Jotform's extensive library that closely aligns with your needs. For instance, the "Insurance Agency App" template can serve as a robust foundation for customizing your app.
Customize with the No-code App Builder: Utilize Jotform's intuitive drag-and-drop interface to add forms, integrate branding elements, and configure features like payment gateways and communication tools, ensuring the app meets your specific requirements.
Share via Link, QR code, or Embed: Once your app is ready, you can distribute it by sharing a direct link, generating a QR code for easy access, or embedding it on your website, making the app widely accessible to your users.

Top Use Cases for Insurance Apps

For Managers: Insurance managers can benefit greatly from apps like the "Insurance Agency App" by utilizing features that allow for real-time data analysis and reporting. The app provides a centralized platform where managers can track policy sales, monitor agent performance, and ensure compliance with industry regulations. This empowers managers to make informed decisions swiftly and effectively.
For Customers: Customers can use apps like the "Life Insurance App" to manage their policies with ease. They can view their coverage details, submit claims, and even update personal information directly through the app. This self-service capability reduces the need for constant contact with their insurance provider, offering convenience and control over their insurance experience.
For Agents: Insurance agents can streamline their workflow using apps such as the "Insurance Quote App." This app enables agents to quickly generate and send quotes to prospective clients, track interactions, and manage client portfolios efficiently. The app's features ensure that agents can focus more on building relationships and closing deals rather than administrative tasks.
For Underwriters: Underwriters can leverage apps like the "Health Insurance App" to assess risks and determine premiums with greater accuracy. The app can be used to collect and analyze data from clients in a structured manner, which supports underwriters in making well-informed decisions quickly, thus enhancing the overall underwriting process.

Summarizing Insurance Apps

Insurance Apps built with Jotform offer a comprehensive solution for modernizing the insurance industry. By harnessing the power of no-code technology, these apps facilitate efficient data management, real-time communication, and secure transactions. They cater to a wide array of needs, from simplifying claim processes to enhancing customer engagement. With Jotform's cross-platform compatibility and user-friendly interface, insurance companies can easily create customized apps that improve operational efficiency and customer satisfaction, making them an invaluable asset in today's digital landscape.

Frequently Asked Questions

1) Is it free to create and use Insurance apps on Jotform?

Yes, Jotform offers a free Starter plan that allows users to create and test their Insurance apps. While this plan has limitations on the number of forms and submissions, it provides a great way to explore Jotform's features and capabilities. As your needs grow, you can upgrade to a paid plan for more advanced features and higher submission limits.

2) Are the data and payments collected through the app secure?

Absolutely, Jotform prioritizes the security of your data and transactions. All data collected through Jotform apps are protected by GDPR compliance and are transmitted over secure SSL connections. Additionally, Jotform integrates with trusted payment gateways like Stripe and PayPal, ensuring that all financial transactions are safe and secure.

3) Do I need any coding skills to create an Insurance app with Jotform?

No, Jotform's platform is designed for users with no coding experience. Its intuitive drag-and-drop interface allows you to build and customize apps easily without writing a single line of code. This empowers you to focus on creating functional and aesthetically pleasing apps without technical barriers.

4) Can I collect payments for services directly through the app?

Yes, Jotform supports payment collection through integrations with major payment processors such as Stripe, PayPal, and Square. This allows you to accept payments directly through your app, which is ideal for collecting premiums, renewals, or any other insurance-related fees conveniently.

5) Does Jotform support offline data collection for Insurance apps?

Yes, Jotform Apps have an offline mode feature which allows data collection even when there is no internet connection. This ensures that you can continue your business operations without interruption, and the data will sync automatically once the device is back online.

6) Are Jotform Apps compatible with both iOS and Android devices?

Indeed, Jotform Apps are built as Progressive Web Apps (PWAs), making them fully compatible with both iOS and Android devices. Users can install the app directly from their browser, bypassing the need for traditional app stores, and enjoy a seamless experience across all platforms.

7) Can I integrate my existing CRM with my Insurance app on Jotform?

Yes, Jotform offers integration with various CRM systems, allowing you to seamlessly connect your Insurance app with your existing customer relationship management tools. This ensures that all client interactions and data are synchronized, providing a comprehensive view of your customer relationships.

8) How can Insurance apps help reduce operational costs for my insurance company?

Insurance apps streamline various processes such as document management, claims processing, and customer communication, which reduces the need for manual intervention and paper-based systems. This not only enhances efficiency but also leads to significant cost savings in terms of labor, materials, and time.