Streamlining insurance workflows with online forms

Benefits of digital onboarding

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Well-designed online forms can enhance customer experience and save costs by streamlining workflows and boosting efficiency, benefiting everyone involved. Here are a few advantages of using a form builder tool for digitizing your client intake and application processes:

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• Enhance customer experience: Tailor your forms to reflect your brand's identity and ensure they look great on any device. Conditional logic customizes questions based on previous answers, and branching logic directs users to relevant sections, making the form shorter and more user-friendly.

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• Grow your customer base: Online forms can expand your customer reach by being accessible anytime and anywhere, catering to the increasing number of consumers who prefer to conduct their insurance research and transactions online. By tracking where users drop off, you can gain insights to optimize the forms and reduce abandonment rates, further increasing your customer base.

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• Streamline your workflow: Digitizing forms eliminates paperwork and enhances data accuracy. Features like electronic signatures and secure uploads speed up insurance policy approvals. Additionally, integrating your forms with CRM systems allows automatic data transfer and streamlined client management. You can also connect your forms with payment gateways and other tools to automate your internal processes.

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Essential forms to digitize [With templates]

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Lead Forms: Lead forms are crucial for collecting information from potential clients interested in your insurance products or services. They help you capture and qualify leads, enabling you to follow up with personalized quotes, consultations, or additional information.

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‍Quote Request and Application Forms: These forms collect all the necessary information to assess your client's needs and eligibility for various insurance products. Although the application process can be lengthy, it can be initiated through quote requests and premium calculations using online forms. Additionally, you can leverage this information to cross-sell products. For instance, when clients request a quote or apply for auto insurance, you can prompt them to consider additional coverage options like roadside assistance or rental car reimbursement, enhancing their overall protection.

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Referral Forms: An insurance referral program encourages existing clients to share their positive experiences with family and friends, generating warm leads for your agency. Referral forms collect information about potential new clients referred by existing policyholders. These referrals often result in high-quality leads with a higher likelihood of conversion, making them a valuable source of new business.

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Coverage Rejection Forms: These forms record instances where clients decline to purchase or renew your agency's specific coverage options. They capture details about the declined coverage, reasons for rejection, and any alternative solutions or recommendations.

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Policy Change Requests: Policy change request forms offer your clients the convenience of submitting requests for changes, such as adding coverage or updating beneficiaries, through online forms.

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Claim Forms: While some aspects of claim filing may require phone interaction, online forms can initiate the process and gather basic information. This simplifies the initial steps of the claims process for your clients and facilitates efficient handling by your insurance agents.

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Feedback forms: Use online forms to collect feedback from your clients after they've received their policy or had a claim resolved. This enables you to identify areas for improvement to ensure client satisfaction.

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