Branded forms
Present a professional form using the supported branding options.
A SIMPLER FIRST CONVERSATION
Insurance CRM web forms.
Capture leads with context.
Create branded webforms that collect the information your practice needs. Organize submissions and connect the enquiry to the customer relationship in your CRM.
A PROFESSIONAL FIRST IMPRESSION
Let’s start a conversation.
One simple form.
A more connected client journey.
Your branding
Your questions
Your CRM
Your questions
Your CRM
CLIENT ENQUIRY · EXAMPLE
Full name
Your name
Email address
you@example.com
I’m interested in
Select a service
How can we help?
Tell us a little about your needs.
Send enquiry Form submission → Client context → Your next step
Product illustration · example content
BUILT AROUND YOUR INSURANCE WORKFLOW
Useful tools.
Connected to the way you work.
Custom questions
Choose fields and questions that fit the information you need.
Required fields and validation
Guide visitors through the details needed for a useful submission.
Prefilled core information
Use supported prefill and core-field synchronization for existing contacts.
Connected submissions
Keep responses available alongside your client or lead workflow.
Reusable information capture
Support intake, enquiries, updates and other suitable form use cases.
A CLEAR PATH FORWARD
From information to action.
- 01
Choose the information
- 02
Share the form
- 03
Review the submission
THE REST OF YOUR CONNECTED WORKSPACE
Keep the journey connected.
LET’S LOOK AT YOUR WORKING DAY
See what a connected
insurance practice can look like.
Explore the platform with a Simahi demo.