Why insurance companies choose Zoho Forms
Insurance operations demand agility, accuracy, and ease of access. Zoho Forms delivers exactly that with a no-code form builder designed for speed and scalability.
Policy applications
Collect applicant details, ID proofs, and policy preferences through custom forms. Automate verification and send instant confirmation emails to ensure a seamless onboarding experience for new customers.
Claim submissions
Enable policy holders to submit claims with all necessary details, photos, and documents from any device. Set up workflows to auto-assign tasks, trigger approvals, and accelerate claim resolution.
Agent onboarding
Streamline recruitment with digital forms that collect credentials, certifications, and agreements. Trigger background verification steps and approval flows to speed up agent onboarding.
Audits and compliance reports
Maintain consistent documentation for internal reviews and regulatory checks.
Customer reviews
Gain insights across touchpoints using customized customer satisfaction forms. Analyze trends to improve service quality, retention, and customer trust.
Insurance teams benefiting from Zoho Forms
Zoho Forms is the go-to online form builder for insurance companies to streamline data collection and automate workflows across departments.
Claims managers
Use customized forms to collect claim details, photos, and documents, speeding up claim intake and processing.
Policy administrators
Simplify policy issuance and renewals by capturing customer data and supporting digital documents.
Field inspectors
Submit on-site inspection forms and upload evidence directly from mobile devices, even offline.
Customer support teams
Capture inquiries, service requests, and customer reviews through forms embedded on your website or in emails.
Secure and compliant insurance data collection
In the insurance industry, protecting client data is not just important, it is essential. Zoho Forms is a secure online form builder which is built with robust security and compliance features to ensure every submission is safe, private, and audit-ready.
GDPR compliance
Stay aligned with global and industry-specific data protection standards.
HIPAA compliance
Insurance providers handling PHI through health plans, disability claims, or wellness programs can build HIPAA-compliant forms with Zoho Forms.
Field-level permissions & encryption
Keep track of every step in the signing process with detailed logs.
Audit trails
Track form activity with detailed logs for accountability and compliance reviews.
WCAG compliance
Deliver accessible forms that meet Web Content Accessibility Guidelines (WCAG) to ensure usability for people with disabilities.
Smarter insurance workflows for faster processing
Time is critical in insurance operations, whether it is issuing a policy, processing a claim, or responding to customer inquiries. Zoho Forms helps you eliminate bottlenecks with intelligent form automation that keeps your processes moving smoothly.
Send personalized confirmation emails, follow-up instructions, or document checklists immediately after form submission—no manual intervention required.
Trigger real-time notifications to the right stakeholders, underwriters, claims assessors, and customer service agents based on the data submitted.
Automatically route form entries to different teams depending on custom conditions like:
- Claim type (health, auto, property, etc.)
- Policyholder location
- Urgency or value of the claim
Route submissions through supervisors, managers, or department heads based on policy value, claim type, or risk category and automate reminders for approvals.
Accelerate every step of the claims lifecycle
Easy claims intake
Enable policyholders to submit claims online through intuitive, mobile-friendly forms. Let them upload all required supporting documents, such as accident photos, medical bills, repair estimates, and certificates, directly within the form. No emails or back-and-forth communication is necessary!
Generate unique Claim ID
As soon as a customer submits a claim through your Zoho Form, the system can automatically generate a unique claim ID, a reference number that serves as a tracking code for both the customer and your internal teams.
Centralized data with seamless integrations
Automatically push claim data into your CRM or help desk, ensuring your teams have complete visibility into every claim and can collaborate more effectively.
Mobile and offline access for field agents
With the Zoho Forms mobile app, agents can collect and submit data anytime, anywhere, even without an internet connection.
Perfect for field-based scenarios
On-site inspections
Document property conditions, vehicle damage, or health assessments right from the field.
Rural policy applications
Capture new policyholder details in remote areas with limited connectivity.
Disaster claims assessment
Expedite emergency response by gathering real-time data during natural disasters or crisis events.
Form submissions are automatically synced to the cloud once connectivity is restored, ensuring no data is lost and every moment in the field counts.
Automate your insurance forms with Zoho Forms
Frequently Asked Questions
Online forms streamline data collection for quotes, claims, policy renewals, and more, making your processes faster, more accurate, and fully digital. With Zoho Forms, you can reduce paperwork, improve customer experience, and ensure secure, centralized access to client information.
Yes, Zoho Forms allows you to collect signatures directly within your insurance forms. Whether it’s for policy agreements, consent forms, or claims, clients can sign securely from any device, eliminating delays caused by physical paperwork.
Choose a template or start with a blank form.
Drag and drop fields for policyholder details, coverage options, claims data, file uploads, and e-signatures.
Enable logic and validations to guide users and ensure accurate input.
Customize the form design to match your agency's branding.
Share the form via email, website embed, or QR code.
Zoho Forms offers powerful automation tools to simplify and accelerate your insurance workflows:
Trigger auto-responder emails to instantly acknowledge submissions and keep clients informed.
Assign tasks automatically to team members for follow-ups, claim reviews, or policy processing.
Use approval workflows to route submissions through multi-level review processes before final decisions.
Send form data to Zoho CRM or other systems to update client records in real time.