Insurance Industry
Form Features

Discover the powerful features of Jotform’s online forms — and what they can do for your insurance company. Build a custom form without any coding and collect client contact information, service fees, e-signatures, and more.


PDF Editor

Convert Submissions
in Seconds

With Jotform, your PDFs can be filled out from any device. Save client submissions in their original PDF format and convert them into online forms, then share them with the click of a button.

New PDF Form


E-Signatures for
Any Occassion

Eliminate messy paperwork and streamline your signature collection process. Drag and drop to add an e-signature field. Clients can sign from any device, and all e-signatures are instantly stored and organized in your secure Jotform account.

Tax Return Request Form

Automatized Emails

Keep Your Clients
in the Loop

Manage submissions and keep clients informed with notifications and autoresponder emails. Receive notifications when a form is submitted — and set up autoresponder emails to be sent to form users after they complete a form.

Insurance Certificate Request

100+ Integrations

Personalize Your Integrations

Take your insurance forms even further with Jotform’s 100+ integrations. Drag and drop to install Google Drive, Zoom, Dropbox, and one of our 30+ payment processors — including PayPal, Square, and Stripe. You can also connect with Zapier to add even more integrations.

Mobile Forms

Collect Data & Collaborate Offline

Gather form submissions anytime, anywhere with Jotform’s mobile-ready forms. From any smartphone or tablet, you can collect data offline, view and manage submissions, and collaborate remotely with your team using the same features and functionality as our desktop forms.

Home Insurance Quote

Report Builder

Streamline Your
Online Reports

Instantly generate visual reports with Jotform Report Builder. Convert your form responses into colorful online reports to analyze data and gain valuable business insights. Share your reports with colleagues via link or as secure downloadable PDFs.

Insurance Incident Report