Quote Requests, Claims Intake, and Renewals — Without the Phone Tag
Instaform gives insurance agencies digital forms for every touchpoint — from first quote request to claims intake to policy renewal — so your team spends less time chasing information and more time closing business.
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These are the form and data challenges your industry faces every day
Quote Requests via Phone Only
Prospects who want a quote have to call during business hours, wait on hold, and repeat their information to an agent — a friction-heavy first impression that drives them to direct online competitors.
Claims Paperwork Bottlenecks
Claimants fill out multi-page paper forms, mail them in, and then call repeatedly to check status — while staff juggle disorganized stacks of incoming claims with no structured workflow.
Slow Policy Applications
New policy applications require extensive back-and-forth to collect supporting documents, underwriting information, and signatures — stretching a process that could take hours into weeks.
No Self-Service Portal
Policyholders have no way to update their information, request a certificate of insurance, or initiate a claim without picking up the phone and waiting for a rep.
Scattered Policyholder Data
Client records live across emails, paper files, and disconnected systems — making it impossible to see a full account history or respond quickly to service requests.
Manual Renewal Tracking
Renewal outreach relies on spreadsheets and calendar reminders, meaning policies lapse when staff are busy and clients leave because no one reached out in time.
A form builder and CRM built around the way your team actually works
Online Quote Request Forms
Embed a structured quote form on your website so prospects can submit their coverage needs, property details, and contact information any time — without calling.
Submissions Become CRM Contacts
Every quote request, claim, and renewal inquiry creates or updates a policyholder record in your CRM — giving agents a complete account history at their fingertips.
Instant Agent Notifications
Receive an immediate alert when a new quote request or claim is submitted so your team can respond in minutes, not days — before the prospect calls a competitor.
Document Collection Built In
Let policyholders upload photos of damage, proof of ownership, prior policy documents, and ID directly in the claims or application form — eliminating email attachments.
Pipeline and Analytics
Track every quote request and claim through a visual pipeline, and see submission volume trends to anticipate staffing needs during peak seasons.
24/7 Claims and Quote Intake
Accidents and coverage questions don't follow business hours — your forms capture the details any time, automatically notifying the right team member for follow-up.
Tools designed for your specific workflows
Conditional Logic
Show property-specific questions for homeowners and vehicle-specific questions for auto — all within the same form, branching intelligently based on the coverage type selected.
File and Photo Upload
Collect damage photos, police reports, inspection certificates, and supporting documents directly in the claims or application form at the time of submission.
E-Signature Support
Capture digitally signed policy applications, loss notices, and authorization forms — stored with the submission record and admissible without printing or scanning.
CRM Pipeline View
Move quote requests from New to Quoted to Bound and claims from Submitted to Under Review to Resolved — with full visibility for every agent on the team.
Auto-Confirmation Emails
Send claimants and applicants an immediate acknowledgment with a claim or reference number so they know their submission was received and what to expect next.
Integrates with AMS and Raters
Push form data to your agency management system, comparative rater, or any downstream tool via webhooks — triggering the next step without manual re-entry.
80% of insurance customers say they would switch to an agency that makes self-service easier.
Agencies that offer online quote and claims intake report higher satisfaction scores and fewer inbound service calls to handle routine requests.
See how Instaform compares to Typeform, JotForm, and Google Forms
| Feature | Instaform | Typeform | JotForm | Google Forms |
|---|---|---|---|---|
| Starting price | Free forever | $25/mo | $34/mo | Free (limited) |
| Built-in CRM / contacts | Yes | No | No | No |
| Deal / pipeline tracking | Yes | No | No | No |
| Conditional logic | Yes | Yes (paid) | Yes (paid) | Limited |
| File upload fields | Yes | Yes (paid) | Yes | No |
| Team workspaces | Yes | Yes (paid) | Yes (paid) | Limited |
| Zapier / webhook integration | Yes | Yes | Yes | Sheets only |
Frequently Asked Questions
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Start Capturing Quotes and Claims Online Today
Build a branded quote request or claims intake form for your agency in minutes — no code needed and free to start.
- Free forever on Starter — no credit card needed
- Unlimited form submissions on paid plans
- CRM contacts and deal pipeline included
- Connect forms to your existing tools via Zapier
- Priority support on Pro and Business plans
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