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.
E-Signature
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.
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.
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 40+ 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.
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.
