Online Form Builder for Insurance Industry

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.