Insurance Form Builder

Jotform’s insurance form builder lets insurance agencies and carriers create secure, online forms for applications, policy renewals, and claims intake. This insurance form builder helps you automate document collection, approvals, and notifications to simplify form processing and serve clients faster without coding.

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Insurance Form Templates

Don’t start from scratch. Choose from a wide range of insurance form templates designed to help agencies, brokers, and adjusters collect data quickly and stay organized.

Testimonials

What our users say about Jotform

Jotform has been a game-changer for us. We utilize Jotform for a myriad of different forms for different divisions of our company. Our primary purpose for it is to take a company completely through the quoting process for small business healthcare insurance. Once the quote is processed, we then use Jotform to take them through the implementation process where multiple paper forms are condensed into one Jotform. Where before in a paper form system, the user would have to enter their information separately on each form, we have streamlined all of those entries and signatures down to a handful of required fields and it fills in each form accordingly.

Matt Abbott, Marketing Manager, Exemplar HPO

Frequently Asked Questions

All your questions about Jotform — answered. Check out our FAQs for answers to common questions, or contact our support team for further information.

How can I create insurance forms online without coding?

With Jotform’s insurance form builder, you can use a simple drag-and-drop editor to build professional forms for applications, claims, or policy updates — no tech skills required. Just customize fields, add your logo, and publish.

Is it secure to collect insurance applications and claims online?

Absolutely. Jotform uses 256-bit SSL encryption to protect submissions and supports GDPR friendly features, so sensitive client data stays safe. You can also control access within your team.

Can policyholders upload photos or documents through Jotform?

Yes. Clients can attach photos of damaged property, medical bills, signed contracts, or ID copies directly through your forms, making claims and underwriting faster.

Does Jotform allow electronic signatures on insurance forms?

Definitely. With Jotform Sign, you can collect e-signatures on applications, consent forms, and other insurance documents right from your online form.

Is it possible to set up approval workflows for insurance processes?

Absolutely. With Jotform Approvals, you can automatically route submissions for agent or manager review, ensuring new policies or claims get the proper sign-off without endless back-and-forth emails.

Will my insurance forms work on mobile devices?

Yes. All Jotform forms are mobile-responsive by default, so clients can complete applications or submit claims from any smartphone or tablet.

How can I keep track of submitted applications or claims?

Jotform’s dashboard and Report Builder let you organize, search, and analyze form submissions. You can filter by date, status, or form type and generate clear reports for your team.

Can I use Jotform to collect quote requests from my website?

Absolutely. Create a quote request form and embed it on your agency’s site. Prospects can submit their needs, and you’ll have all the info you need to prepare personalized coverage options.