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Frequently Asked Questions

How do I customize the template?

It’s a breeze to modify this life insurance application form model in any way you see fit to match your company’s policy. Use the drag and drop to rearrange, duplicate or add more fields to your form. If necessary, add a digital signature widget or a Terms of Service section. Naturally, you will want the life insurance application to bear your logo and visual identity, so play with the design buttons – it’s super easy!

How do I publish the template?

Once you’ve completed the adjustments on the life insurance application form, you can publish it on a web page. This way, clients can have access to it anytime and from any type of device. To do that, visit the Publish section of our editor and grab the generated snippet that easily embeds in any website’s code. Every form created with 123 Form Builder can be sent by email, chat, or social media pages – the same copy-paste is necessary for the direct link as well.

How to collect and manage data?

Capture client data for life insurance with a secure system that keeps all your form submissions in one place. Access it in 123 Form Builder or download the data as Excel, CSV, or printer-friendly PDFs. And if you use other web apps for a seamless workflow, check our +30 integrations.

How to optimize processes?

While concluding life insurance deals, you can’t be messy. Skip the paper form hassle and shift to online forms that automate data collection and management. Every time a new client submits a life insurance application, you will get an instant email or SMS notification that will allow you to follow up in a timely manner.

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