InsuredMine CRM | Optimize and Grow Your Insurance Agency


Form Finesse: Creating and Utilizing Forms in InsuredMine

About this webinar


1:00 pm

In Weekly

Need help creating a form? Learn how to do it in a few easy steps with InsuredMine’s intuitive online form builder which lets you create forms in seconds. Tune into this free 60 minute webinar on mastering forms in InsuredMine. During this hour-long session, Victoria Smith will walk through the Forms Module and how best to use the features. She covers the Form Builder’s built-in functions, pre-built form templates, custom fields and more. It is a fun, fast paced session in which we will show many different ways to make a form smart with automations.

We’re thrilled to welcome Damon Cook, Branch Owner at TWFG Insurance Services in Oklahoma, who will share his insights on using InsuredMine’s forms in his agency. Gain valuable tips and learn about practical use cases to unlock the full potential of this feature.

Key Takeaways:

  • Learn the basics on how to get started in the Forms Module.
  • Explore how to track form analytics for better insights.
  • Hear firsthand from Damon Cook, Branch Owner at TWFG Insurance Service about his experiences with the forms module in InsuredMine.
  • Have a burning question about Forms? Join our live Q&A session to get your questions answered on the spot.


Main Speaker

Victoria Smith

Customer Success Specialist

Other Speaker

Damon Cook

Branch Owner at TWFG Insurance Service

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