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.
Related templates
Insurance Inventory App
An insurance inventory app helps policyholders and teams keep a clear record of insured assets and the coverage tied to them, so it’s easier to prepare for losses and act quickly when something happens. This template brings assets, claims, and policies into one place with simple navigation, letting users browse an insured assets list, open an individual asset detail view, and review claim records without juggling spreadsheets or scattered files. It’s a practical fit for households documenting valuables, property managers tracking covered items across units, and small businesses that need a consistent way to organize insured equipment, tools, or office assets.With Jotform, you can turn this Insurance Inventory App into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your workflows for data collection, route claim intake through the included submit claim form, and keep records organized in connected tables for faster follow-up. Share a single link or QR code so people can access the right pages, and update the app layout anytime as policies, assets, or processes change.
Go to Category:Insurance 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.
Go to Category:Automotive Apps
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.
Go to Category:Healthcare 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.
Go to Category:Consulting Apps
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
Employee Travel Management App
Employee Travel Management App is an app template designed to transform the way companies and their employees handle business travel. This innovative application provides an all-inclusive platform to streamline trip requests, approval workflows, itinerary management, and expense tracking. The app is ideal for companies of all sizes, enabling employees to submit travel plans and receive approval in a systematic, efficient manner. It offers a central location for tracking all travel-related activities, significantly reducing the time spent on coordinating and managing business trips. The Employee Travel Management App also promotes adherence to travel policies, maintaining compliance while saving time and money. It is best suited for travel coordinators, financial administrators, and operations teams who are tasked with managing and optimizing their company's business travel.With Jotform's no-code app builder, customizing the Employee Travel Management App to fit the specific needs of your organization is effortless. The drag-and-drop interface allows you to tailor the app's features, elements, and layouts to perfectly mirror your company's brand and workflow. Whether it's adding new forms or widgets or adjusting the colors and fonts, Jotform provides a seamless, code-free experience. Furthermore, the app's cross-platform compatibility means it can be accessed and utilized on any device, be it a smartphone, tablet, or desktop, offering convenience and accessibility. The Employee Travel Management App from Jotform delivers a streamlined, efficient solution for business travel management, simplifying processes and enhancing productivity.
Go to Category:Company Portal Apps