The Death Benefit Case Management App is a central workspace for insurance teams, benefits administrators, claims reviewers, and operations staff handling death benefit cases. It supports new case intake, case browsing, and update submission while keeping key information such as claimant details, case references, dates of death, benefit amounts, and supporting documents easier to review. Organizations can use it to reduce fragmented recordkeeping, give authorized team members a consistent view of case progress, and organize sensitive administrative work from initial submission through internal review. Linked process and document resources also help staff follow established procedures without searching across separate locations.
Jotform Apps makes it easy to adapt this app template to an organization’s case management workflow without coding. Using the drag-and-drop app builder, teams can adjust pages, navigation, buttons, visual styling, and connected forms to match their responsibilities. Submitted information can connect with tables and other workflows for organized data collection, notifications, and collaboration. Once configured, the app can be shared through a direct link or QR code, giving staff a mobile-friendly way to submit, find, and update cases from one branded destination.
Related templates
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.
Go to Category:Insurance Apps
Custom 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!
Go to Category:Finance Apps
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.
Go to Category:Finance & Accounting Portal Apps
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.
Go to Category:Consulting Apps
Insurance Agent Performance App
Insurance Agent Performance App gives insurance sales teams a central place to record agent activity, review results, and plan client follow-ups. Agents can submit performance updates, log follow-up details, and view records covering premium value, leads contacted, appointments set, review status, and performance notes. Agency managers, sales leaders, team supervisors, and independent insurance professionals can use this app template to replace scattered spreadsheets and disconnected updates with a consistent workflow. It supports daily activity reviews, coaching conversations, follow-up planning, and clearer visibility into individual progress without requiring teams to manage multiple tools.Jotform makes this App Template easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Teams can customize pages, cards, buttons, navigation, colors, and fonts to match their internal processes and visual identity. Connected forms support data collection, while records and resources remain organized in a mobile-friendly experience for convenient employee self-service. Share the finished app through a direct link or QR code, connect it with approvals and other workflows, and update its content as performance goals or reporting needs change.
Go to Category:Insurance Apps
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.
Go to Category:Online Service Apps