Insurance companies can benefit greatly from using online forms, as they are useful tools for capturing data digitally and securely. By using MakeForms, insurance companies can create and customize forms that meet their specific needs, whether it be for claims processing, policy applications, or customer feedback. Online forms are a convenient way for insurance companies to collect information from their customers, as they can be easily accessed and completed from anywhere, at any time.

Online forms are particularly useful in situations where insurance companies need to collect detailed and specific information from their customers. For example, when processing a claim, the insurer may need to gather details about the incident, the parties involved, and any witnesses. By using our form builder, insurers can create forms that capture this information in a structured and organized way. The benefits of using online forms include more accurate data collection, faster processing times, and improved customer experience.

Insurance companies can use online forms whenever they need to collect information from their customers or stakeholders. This could be for claims processing, policy applications, customer feedback, or any other process that requires data collection. Your forms can be embedded on websites, shared via email, or embedded in a mobile app, depending on where the target audience is most likely to interact with the form.

7 Best Practices for Crafting Highly Effective Online Forms in the Insurance Sector through MakeForms:

Use conditional logic

Use conditional logic to create smart forms that change based on the user’s responses.

Customize branding

Customize the branding of the form to match your insurance company website, making it more professional.

Implement workflows

Implement workflows to streamline the insurance claim process, making it more efficient and less prone to errors.

Use verified submissions

Use verified submissions to ensure that the information entered is accurate, reducing the need for manual verification.

Mark data as sensitive data

Use sensitive data features to ensure that any personal or sensitive data collected through the form is protected and secure.

Allow save and continue later

Allow users to save their progress and continue later if they need to pause the form filling process.

Utilize domain mapping

Utilize domain mapping to create custom domains for the forms, making them easier to share and embed on social media.

By following these tips, you can create an online form that is user-friendly, professional, and effective in capturing data.

The types of questions to include in a form 

  • Personal information: collecting information about the policyholder, such as their name, address, and contact information.
  • Incident details: gathering information about the incident that led to the claim, such as the date, time, location, and parties involved.
  • Insurance policy information: collecting details about the policy, such as the policy number, coverage limits, and deductible.
  • Witness statements: gathering statements from any witnesses to the incident.
  • Supporting documentation: allowing customers to upload any relevant documents, such as photos or police reports.
  • Customer feedback: collecting feedback from customers about their experience with the insurance company.
  • Payment information: gathering payment details to process claims or premium payments.

Types of Forms used in the Insurance Industry

Insurance application form

Streamline applications for potential policyholders who want to apply for insurance policies.

Claims form:

Collect information from customers who want to file insurance claims.

Policy change request form

Let customers who want to change or modify their existing insurance policies raise a request quickly.

Feedback form

Gather feedback from customers on the quality of the insurance services provided.

Survey form

Collect information from customers on their needs, preferences, and expectations regarding insurance products and services.

Quote request form

Have potential customers fill out details and ask to receive a quote for insurance policies.

Contact form

Collect contact information from customers who want to get in touch with insurance agents or customer support.

Registration form

Get customers registrations for insurance services, events, or newsletters.

Payment form

Collect payment information from customers who want to pay their insurance premiums or fees online.

Referral form

Allow customers to refer their friends, family, or colleagues to the insurance company for potential business.

Browse free templates here

Create secure, professional Insurance forms with MakeForms!