Salesforce for Insurance Forms Automation
Managing insurance forms should be effortless, secure, and fully connected to your workflow. With 123FormBuilder’s two-way integration with Salesforce, you can collect and manage insurance data without manual entry, guaranteeing accuracy, efficiency, and compliance.
Insurance Companies That Count On 123FormBuilder
Why Choose 123FormBuilder for Salesforce?
Data Security You Can Trust
Insurance forms often contain sensitive information, making security a top priority. 123FormBuilder, secured by Kiteworks, ensures that all data is encrypted, protected, and compliant with industry standards so your clients’ personal information stays safe.
Automation That Saves Time
Automate form submissions, approvals, and document generation. Eliminate repetitive tasks and reduce errors by letting Salesforce handle your workflows while 123FormBuilder captures and delivers the data instantly.
Two-Way Integration with Salesforce
Forms don’t just send data to Salesforce – they also pull information from it. With dynamic prefill, you can auto-complete fields with existing records, reducing input errors and speeding up the process for agents and customers alike.
No-Code, Easy-to-Use Forms
Build, customize, and deploy forms in minutes without technical expertise. Whether collecting claims, policy applications, or customer feedback, 123FormBuilder’s drag-and-drop editor ensures you get exactly what you need.
Ready to Upgrade Your Process Automation with Secure Forms?
Schedule a DemoHow Insurance Professionals Use Salesforce & 123FormBuilder
Claims Processing
Policyholders submit claims through a secure online form. Data is instantly sent to Salesforce, triggering the claims review process. Adjusters access complete case details without manual data entry.
Agent Onboarding & Compliance
New agents complete onboarding forms with required certifications. Forms validate the information in real-time against Salesforce records. Compliance documents are stored and managed securely.
Renewal & Policy Updates
Customers receive automated reminders for policy renewals. Prefilled forms allow for quick updates to existing policies. Agents and underwriters review changes instantly within Salesforce.
New Policy Applications
Agents use prefilled forms to speed up policy creation. Customer details sync automatically with Salesforce records. E-signature fields allow for paperless approvals.
Customer Support Requests
Clients submit inquiries via online forms. Salesforce assigns cases to the right representatives. Automated responses provide customers with immediate updates.
Risk Assessments & Inspections
Field agents submit reports through mobile-friendly forms. Salesforce updates records with real-time data. Managers receive alerts for high-risk assessments.
Simplify Insurance Processes with Salesforce Forms
Automate form submissions, reduce manual entry, and keep policyholder data secure with 123FormBuilder for Salesforce.
Power your insurance operations with smart forms that work for you!
Top Form Templates For Insurance Services
Auto Insurance Quote Form
Quickly record requests from vehicle owners and accelerate the quote process.
Dental Insurance Form
Process claims and verify coverage efficiently, ensuring hassle-free billing and treatment.
Certificate Insurance Request Form
Allow clients to submit details and receive certified documentation quickly and efficiently.
Acord Cancellation Form
Collect essential details, ensuring a clear and efficient termination process for providers.
