InsuredMine | Optimize and Grow Your Insurance Agency

Form

▪️ Create ▪️ Share ▪️ Edit ▪️ Import

New UI Design for the Form module

Creating custom forms from the pre-built form templates has been made easier. It’s just two clicks away. How to access the new UI of Form

PL Rater Form

In this article, you will learn: How to send PL Rater form? PL Rating is a real-time, comparative rater that enables agents to close business

How to view Form response?

The view response enables you to quickly access the record entities filled by the users on your forms. A click on the view button displays

How to copy an existing form?

Now you can use the form links in email, website, presentations, webinars, etc. To make a copy of a form you’ve already created in the

Templates in Form Builder

In this article, you will learn: Steps to View Template Contact Us Form Template You can use a ready-made form template to create a form

How to Share Form template?

In this article, you will learn: Previously shared feature in forms Now you can share the form templates from the form list only. Navigate to forms

How to edit form template

Now you can edit the form templates from the form list only. Navigate to forms Click on the form list Click on the 3 dot icon

How to Create Custom Form?

In this article, you will learn: Steps to build a form: Creating forms has been made easier! Now you can customize the form in few