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.”


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.

The Top 10 TechTips of 2018

I published fifty TechTips in 2018. I realize that with the continued flood of email, some of these TechTips may have gotten sent to a “read later” folder and were forgotten. Others may have scanned the issue but didn’t have time to research to see if the tip would help.

Top ten TechTips

I have never promised that every issue will be earth-shattering and life-changing. But I do hope there were a few gems over the course of the year that significantly impacted productivity and effectiveness for you individually and for your organization.

In this issue, I am highlighting my Top 10 TechTips for 2018.

CoverWallet for Agents: Your Online Access to the Small Commercial Market?

You may have heard of CoverWallet as a new insurance technology startup that offers small business insurance coverage direct to consumer. Most traditional insurance agents consider CoverWallet as the enemy trying to take their business.

CoverWallet for Agents

While that may still be the case, last week CoverWallet announced a new service for insurance agents allowing them access to CoverWallet’s technology platform. The platform is called CoverWallet for Agents.

I had an opportunity to preview the platform and hear details of how the service will work. Following is a bit more information so you can decide if this is an opportunity worth exploring or a continued threat to your business.

Best Year Ever: How Will You Achieve Your Personal and Professional Goals in 2019?

Where did 2018 go? It is hard to believe that 2018 will be history in a short 25 days.

Best Year Ever

2018 was a great year for me. My net business profit increased by 46%. My first book will be published in September 2019 (with a second book available in the spring of 2020). I have spent more fun time with my wife Karen and our 6 (almost 7!) grandkids than ever. And I am having more fun than I deserve! Each of these started as a goal set at the beginning of 2018.

It was my best year ever. What about you? How many of your 2018 goals were you able to see completed?

Achieving these goals would not have been possible without a system. For the last few years, I have taken time in early January to review the past year and think about what I want to accomplish by the end of the coming year. It is hard and at the same time a rewarding process.

Traditional Goal Setting Doesn’t Work

Thinking about what I want to achieve in the new year and strategizing on how to get there is deceptively tricky.

How to Maximize Your Impact Using PowerPoint Morph Transition

PowerPoint has been used as a presentation tool in business meetings for a very long time. It’s a powerful tool that seldom gets used effectively. I have used PowerPoint to create hundreds of presentations that I hope will engage the audience both visually and emotionally.

Unfortunately, a PowerPoint presentation is all too often dull, but transitions and animations can help provide a more interesting visual component to any presentation. I have recently discovered a new transition included in the Office 365 version of PowerPoint that makes creating object transitions easier than ever.

Enter the PowerPoint Morph Transition

The morph transition is a more manageable and automated way to move objects, so they appear to be floating across your screen. Other transition types have been around a long time that allow you to do similar things with objects. With the morph transition, you don’t have to be a PowerPoint expert to create more engaging visuals.