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.
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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
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
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
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.
Go to Category:Finance Apps
Workers Compensation Portal App
Workers Compensation Portal App gives employees and HR or safety teams a single place to report workplace injuries and follow a claim from first notice to updates. It supports faster incident reporting, clearer communication, and easier access to key claim details such as claim number, employer, injury type, work location, and assigned adjuster. Use it across offices, warehouses, job sites, and field teams when you need a dependable self-service path for injury reporting and a simple way for workers to check claim status without extra emails or phone calls.With Jotform, you can publish this app template quickly and tailor it to your process using a no-code app builder and a drag-and-drop interface. Link the app to forms for injury reporting and portal support, connect records for claim lookups and status review, and keep your workflow consistent from intake to follow-up. Share the portal by link or QR code so people can access it on any device, and update pages as your internal steps or contact points change.
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