Insurance Industry

Online Form Builder for Insurance Industry

Create custom online insurance forms for your business with Jotform. Collect information, applications, agreements and consent forms, and feedback. Sell your insurance services and products seamlessly with Jotform.

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Form Builder

Design Like
a Professional

Make form and document creation easier with Jotform’s drag-and-drop form builder. Create your own custom forms, add new form fields, change your form’s colors and fonts, and integrate with apps and payment processors of your choosing. Then share your form easily via QR code or embed it in your website.

Automation

Boost Lead
Generation

Automate and simplify your workflow with Jotform. Collect and organize important client information from your forms and manage all of the information easily from Jotform Tables. You can even seamlessly turn your form’s submissions into professional PDFs and share the data with collaborators and clients. Speed up your workflow and make life easier for all parties involved by signing up for Jotform today.

Quick Share

Collaboration Made Easy

A successful business takes a team of organized, communicative individuals. Jotform’s easy-to-share online forms give your team a leg up in collaboration. You can assign and manage form data right in Jotform Tables and Jotform Inbox. Send collaboration links to your team and work smarter together.

Table Sharing

Security

Protect Client Data

While working with clients’ sensitive personal data, make sure that all parties are protected by using Jotform to create HIPAA-friendly forms. Jotform protects form data automatically and gives you the option to encrypt your forms. Use our forms for intake, to collect documents, and to solidify contracts.

Health Insurance Claim Form

FAQ

  • Why should I use online forms for my insurance agency?

    Jotform offers many different types of forms. For insurance businesses, we recommend insurance quote forms, registration forms, and many other types of insurance forms. Online forms are beneficial for just about any business. With online forms, you can gather client info, payments, and e-signatures instead of waiting for clients to complete physical paperwork. Not only does going paperless benefit the environment, but it gives your business an easy and secure way to access forms and responses from any device, anywhere. Additionally, Jotform’s online forms don’t just collect data — they can also automate your workflow via email notifications and reminders, syncing submissions to your other online accounts, and auto-generating PDFs and reports.

  • How can I customize my form?

    Start your form customization journey by first logging into your Jotform account. Click Create Form on the top left of the page and select an existing form template or build your own form with our no-code form builder. Upload your logo, pick fonts and colors, and add any other fields you need. Use the Form Elements sidebar to insert basic elements — no coding required. Then go to Settings, open the Integrations tab, and pick the best integrations for your form. From the Embed tab in the Publish menu, you can embed your forms directly in your website or share a link with customers via QR code, direct message, and more.

  • Can I collect signatures on my form?

    Yes, Jotform offers signature widgets you can integrate into your form to collect signatures. Visit our site to learn more about how to add an e-signature to your form.

  • Can I create a report from my submissions?

    Yes, you can make a report from your form submissions. Go to the My Forms page and select the form you’d like to create a report from. Click the Reports button and then click Add Report. Select the type of report you want to create and click Create. Then share the report with your coworkers or clients.

  • What apps can I integrate with?

    You can integrate with most any app that works with your insurance business. Jotform offers hundreds of online form integrations — like Asana, Zoom, Square, and Slack — to choose from.

  • How do I send my clients confirmation emails?

    To send your clients confirmation emails, make sure that you’ve set up an Autoresponder Email. To do this, click Settings at the top of the Form Builder, click Emails in the left panel, select Add An Email, and then select Autoresponder Email. For more information on autoresponder emails, check out our user guide.

  • Are my forms secure?

    Yes, each form made through Jotform has a script that protects it from basic spambots. Additionally, Jotform supports CAPTCHA fields to further fortify your forms. Check out our user guide to learn how to include a CAPTCHA field in your forms.

  • Can I move my current forms to Jotform?

    Yes, you can move your current forms to Jotform — just without their original form styles and data. While on the My Forms page, click Create Form. Then select Import Form and enter your existing form’s URL.

  • Can I automatically create an invoice?

    Yes, you can automatically create an invoice for orders made through your Jotform form. After you’ve created your form and integrated with your payment processor of choice, go to your Settings and select Invoice. From there click Enable and enter your business’s information. Click Attach to emails and check the box that says Autoresponder to create an automated invoice.

  • Can I save my PDF template and send PDFs to my clients?

    Yes! After you create your PDF, you can save it as a private template by going to Layout Settings and clicking on Customize. From there, scroll down, name your template, and click Save As Template. You can also download your PDFs and send them to your customers.

  • How can I reach Jotform if I run into any issues with my forms or account?

    If you run into any issues, please contact Jotform Support. Submit a ticket describing your problem and we’ll be happy to assist.

  • Do my forms enable HIPAA compliance?

    Yes, as long as you add HIPAA compliance features. Jotform protects each form’s data automatically and gives you the option to encrypt your forms. Check out more details about Jotform’s security features on our site.