Plug-and-Play Insurance Forms

Insurance Forms Made Easy

You know what? You’re a financial pro, not a coding guru able to whip up HTML forms in a few hours. Luckily for you, there’s a better option than asking your in-house developers to find space on their roadmap to help you collect some data: 123 Form Builder, the drag & drop form building software even a child could use.

Be kind to yourself. Save time and energy by using 123 Form Builder to create insurance forms and automate your insurance business workflows. So that you can go back to doing what you do best: financial services.

Your time is precious. Fact. And that’s why, we created a smart form builder that enables you to build insurance forms and surveys in literally minutes.

No coding, not even one line — all drag & drop from start to finish. Because building forms should be a quick task on your list of to-do’s, regardless of whether you work in Sales, Marketing, or HR.

Your Forms, Online and Offline

123 Form Builder enables you to create insurance surveys and forms that work offline too. So, if someone is on the road or in the field with no internet connection, they can still gather data to send back to your database.

We made it easy for you to collect data no matter where your respondents or your team may be — and offline forms are just the tip of the iceberg.

Conditional Logic for a Custom Experience

Adding conditional logic rules in 123 Form Builder is really easy. We have made sure this feature is super intuitive and easy for you to use. You only need to select the field where you want your conditional logic to be applied and then follow the steps on screen. It takes less than two minutes to set up a rule — and that’s a promise too!

Why should you care about this? Because conditional logic makes filling out forms easy for your customers and your team. It allows you to create forms that only display what respondents need to see — like specific fields, special thank you pages, or even instructions.

We made a complex thing simple — so that you can do the same.

Insurance Forms, Surveys & Workflows, All in One Place

Yes, we’re called 123 Form Builder. But we might as well have called ourselves 123 Survey Builder or 123 Workflow Builder, because the tool we have here is more than just forms.

Surveys, quizzes, polls, forms, workflows — you can create them all in one place: your 123 Form Builder dashboard. We have the features you need to support your data collection, like being able to calculate results on quizzes or display custom thank you pages on surveys. We have every little thing you need to make your form builder your best friend in learning more about your customers — so that you can make them your best friends.

Virtual Databases and Dynamic Prefills

What if we told you your forms can automatically pull data from your database and prefill specific fields to make sure your forms are easier to fill in? And that we can empower you to do this in real-time? No more misunderstandings, no more excuses for not having updated the forms according to the latest info — just easy forms that are easy for everyone.

Forms for Everyone in Your Company

From the CEO to the latest recruit in your army of insurance agents, everyone in your company can access 123 Form Builder. We enable Enterprise customers to add seats to their accounts and set up the levels of access for everyone (admin or standard).

Because we all should have access to great tools that make their lives easier and their jobs more efficient.

Everything in Your Control

Want to make sure you can track every form and submission down to the smallest detail?

Data-logging and audit trail reporting are features we built for our Enterprise customers so that you are in control of the data that moves through your business. No more question marks, no more mysteries — everything is out in the open for you, your stakeholders, and any regulatory audit that may come your way.

Dedicated Account Manager & Round the Clock Support

We’re here for you. All our Enterprise customers are assigned a dedicated account manager to help you get the most out of your forms. So, whatever your question, rest assured that our brilliant account managers will be able to help you out in the time it takes to write an email.

And if you want instant help building your forms, you can always contact our stellar Customer Care team. They’re online 24/5, so whenever you’re at work, they’ll be there to jump in with their expertise and skills and fix your issue ASAP.

Your time is our concern, that’s why we have an entire team of amazing people ready to make sure you don’t waste a single minute.

E-signatures,
as Easy as 1, 2, 3

In case that wasn’t obvious, we’re not big fans of paper here. We love digital and we fight for it with every form field and submission we create.

If you too are tired of paper (not to mention time and energy), rest assured that your 123 Forms can be signed online. Contracts, quotes, statements — you can embed them all easily.

Oh, and just as a side note, you can also send signed forms as PDFs via email. You just need to set up a quick email notification system with a PDF attachment and your respondents will automatically receive their signed contracts and statements via email.

Because it’s the 21st century and if we keep wasting paper, we’ll have to move to Mars, and it looks really hot up there (but plot twist: it’s actually a lot colder than it is here).

So, what insurance form templates do we have in store for you? Well, some examples include:

• Insurance Proposal Form
• Farmer Insurance Cancellation Form
• Car Insurance Form
• Insurance Referral Form
• Certificate Insurance Request Form
• Health Insurance Information Form
• Home Insurance Claim Form
• Insurance Authorization Form
• Dental Insurance Breakdown Form
• Life Insurance Application Form