Form Template for Insurance Agents

As an insurance agent, you want to make sure your clients get the best policies to suit their needs. Our new forms tool can make it easier to keep track of new potential clients. So by the time they are ready to enroll in a new policy, you have everything you need already in the CRM.

And the best part is, the form tool works seamlessly with the fields you already have in your CRM. So when someone fills out your form, a new contact or company will be created, along with corresponding fields. Navigate to the forms section under settings to get started.

Before we dive in to a specific form for insurance agents, here are some basics about the forms tool you should know:

• You will build your form out of fields in your CRM. You can also choose to create forms with questions that do not link to a field in the CRM but most of the time, the big advantage of the forms feature is the ability to easily create contacts, companies, and pipelines when someone fills out your form.
• Forms are a tool to create new records, rather than update existing ones. So this feature is best to use for brand new prospects and clients, rather than existing ones.

Let’s start by adding in the very basics - name, phone, and email. These fields will be useful for almost any industry, not only insurance.

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Next, let’s add some fields that will be particularly useful for insurance agents. Birthdays tend to be very important in insurance, so I added that to my form, as well as some details on marital status and dependents. I also added a custom field from my lead pipeline about which policies someone might be interested in.

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Now, some of the wording here makes sense internally - such as “Policies Interested”. But it isn’t the most friendly for potential clients. So let’s change some of the form question wording. Any changes I make on this form won’t change the names of fields in the CRM - it will just change the name of the form questions.

This new version is going to save the exact same information to my CRM, I just changed the language slightly so that my potential clients see something different on their end. I changed my “Policies Interested” field to say “Which policies are you interested in” on my form, as seen in the screenshot below. This data will still be mapped back to the “Policies Interested” field when a potential client fills out information:

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I can further personalize the form by adding my logo, company name, and even a branding color on the company branding settings page.

Take a look at the finished product below, with my company name, logo, and preferred color choice. I’ve also adjusted the text to make it easier to use for my potential clients.

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Let’s say a potential client, Jennifer, fills out the form as seen below:

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When Jennifer fills out the form, I’ll receive an email notification notifying me and also showing me the filled out form:

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That form will turn into the following contact record, with a pipeline automatically attached, as well as the full form for your reference. As you can see in the screenshot below, any relevant fields or custom fields were filled in automatically.

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Eliminate data entry time with this new form tool. Give it a try today! If you need some additional help, please send us an email - we can help you set up your own forms, tailored to your needs. We would be happy to help.