Contact Form for Insurance Template

Collect data on your website using an embeddable & interactive form

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This Contact Form streamlines the collection of crucial information, insurance inquiries, and specific details about potential clients' needs, all while efficiently identifying and segmenting customer profiles.

To optimize this Contact Form, consider the following strategies:

  • Customize with personalized questions: Include personalized questions that capture the unique insurance needs and preferences of your clients. Include questions that assist in categorizing leads based on their insurance requirements.

  • Streamline contact information entry: A user-friendly interface increases participation. With involve.me, your potential insurance leads can also upload files, allowing you to gain a better understanding of their individual cases.

  • Swift follow-up: Send out a robust follow-up email to engage with insurance clients quickly. Consider automating a "Thank you, we received your inquiry" email with involve.me. To do that, go to Configure and enable sending out a custom email to participants after they interact with your form. 

  • CRM Integration: Connect the form to your Customer Relationship Management (CRM) system to efficiently store and manage client information. 

  • Embed the form into the website: Maximize client engagement and inquiries by embedding the form directly onto your insurance website. By implementing these strategies, this Contact Form becomes a powerful tool for insurance professionals, enhancing your client interactions and simplifying the process of collecting, managing, and responding to insurance inquiries and needs.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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