How to Create Beautiful Forms Quickly and Easily

In a recent call with my Inner Circle group, one of the members brought up the topic of forms and application completion. He described his recent experience completing an insurance application using an intuitive question-and-answer format. It was quick, easy, and hid the traditional form with fill-in fields. He commented that he wanted his agency to be able to “enhance the customer experience with gathering information necessary for applications.”

paperform

We talked for a while about some of the potential options available. SurveyMonkey is undoubtedly one of the most well-known options. It’s likely you have completed a survey created with the SurveyMonkey platform. Most of the SurveyMonkey surveys I have completed have worked okay, but I was not fond of the overall experience as much as some other options that are available.

Creating Beautiful Forms with Paperform

One of the options I have been experimenting with for a while is Paperform.

Paperform is a web platform that allows you to create online forms that are beautiful, simple and look just like a regular webpage when embedded on a website. You can use them to capture information, as quizzes, or to create quotes, to name a few.

One of the differences with Paperform is that the forms feel very natural. They are clean and straightforward — not clunking ugly. There is no unnecessary clutter, but you can customize the look and feel however you want. You can also create a branding theme to match your forms to the rest of your organization’s visual brand. This makes for a more seamless transition for your clients, leads or whoever is filling out your forms.

 

The Paperform editor allows you to build forms with a simple point-and-click process. You have complete control over how your questions and information appear. You can control which questions appear on which pages, how they are grouped and how all the questions interact. It is intuitive, and even the most technology-challenged among us could build a Paperform without requiring too much effort.

Some additional capabilities include:

  • Automatic saving of forms, and the ability to roll back to previous versions of forms
  • Rich text emails (including images, links, text formatting, and colors)
  • A whole new theme experience, including a finer level of control over UI elements
  • Organize your forms into “spaces” on the new dashboard
  • New question configuration, like multiple file uploads, restricting addresses to countries and forcing phone numbers into a specific format
  • New logic options, including the ability to create nested conditions for advanced logic
  • Tighter integration with Zapier so you can see the Zaps enabled for your forms and add new Zaps easily from within Paperform
  • Restrict when form submissions are open to a specific date range, and customize the content that is seen when submissions are closed

If your organization has not used a form creation platform before, you may be wondering what types of forms you could create. Here are a few ideas:

  • Auto and homeowners quote request forms: I’ve seen many agencies use paper-based quote forms to capture the information necessary to be able to generate a quote and proposal for a prospect.
  • Endorsement request forms: Same idea as above but used to capture the information to make a change on an auto, homeowners, or any other type of policy.
  • Certificate request form: This could be for internal or external use. Many agencies already have this type of form on their agency website, but would a Paperform version create a better user experience? The only way to find out is to test.
  • Any other form you currently use: Hopefully, you’re getting the idea that any paper-based form can be converted into a smart electronic form.
  • Applications: I would wait on this one until you have a better experience with internal forms. While Paperform would be a much better experience for the consumer needing to fill out an application, the challenge will be taking that captured data and putting it into your agency management system or carrier website to generate a quote.The Zapier integration that is included with Paperform would allow you to seamlessly move the data to any other application on the Zapier platform.

The lowest subscription package for Paperform is $15 per month (or $12.50 per month with annual prepayment). This allows for an unlimited number of forms with 10,000 forms-use per month and 1000 submissions per month. This basic plan should be adequate for most insurance organizations. The Pro plan at $39 per month (or $32.50 per month with annual prepayment) allows for an unlimited number of form views and submissions per month. This pricing compares very favorably with other options on the market.

Whether you decide to use Paperform or some other form completion platform, I believe it’s essential for your organization to do a better job of removing the friction your customer experiences when working with you. Streamlining capturing information is but one example.

How are you currently handling electronic forms for both internal and external use? Leave your comments below.

Please note: I reserve the right to delete comments that are offensive or off-topic.

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5 thoughts on “How to Create Beautiful Forms Quickly and Easily

  1. Hello Steve, Great post! The topic is one that is close to my heart. I have been working with digital forms for over three years for my clients and could not live without them today. They allow me to be more efficient in many ways and enable a better customer experience. I would like to throw RiskRevu.com into the mix of solutions as well. I built this software tool specifically for insurance agents. RiskRevu provides a collection of new policy quote forms, renewal questionnaires, service and workflow related forms for agents to use with clients and other parties. They are branded to the agency and each agent can have their own forms so information entered can be sent directly to them rather than a central repository. I think using digital forms is one of the best ways an agent can improve the client experience today. Thanks.

  2. Hi Steve,
    Once again your TechTips article is right on point. Thank you for providing such good information to Independent Insurance Agencies.
    I use a service called Powr.io and their Power Form product. As of today, 01/17/2019, I presently only use the form at https://www.beelerinsurance.com/get-a-quote-mobile but I’m actively working toward adding more Power Forms to other areas of my site.
    I’d like to know, does Paperform allow the captured data to be easily exported to a spreadsheet (Like Excel or Google Sheets).

  3. It is certainly worth trying out. Both Adobe and Nuance do a good job of converting existing paper forms to fillable, but we need to rethink the whole process of capturing information.

  4. We have tried to use Adobe, and Nuance PDF advanced, but they take a long time to create a form. This looks like a better option.