Life Insurance Application Form Template

How to 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 to publish the template?

Once you’ve completed the life insurance application form adjustments, you can publish it on a web page. This way, clients can access it anytime and from any 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 123FormBuilder can be sent by email, chat, or social media pages – the same copy-paste is also necessary for the direct link.

How can I collect & manage data?

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

How can I 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 allowing you to follow up promptly.