In today’s fast-paced insurance landscape, automation isn’t optional—it’s essential. With over 91% of marketers reporting success from automation and up to a 65% reduction in operational costs through workflow automation, insurance agents and brokers are under real pressure to streamline processes and improve client experiences. That’s where Pathway’s Insurance Form Builder comes in. It’s more than just a digital upgrade—it’s a powerful tool designed to automate data collection, reduce manual tasks, and help you stay ahead in a competitive market.

What is the Insurance Form Builder?

Pathway’s Form Builder transforms traditional insurance PDFs—such as policy applications, questionnaires, endorsements, and surveys—into dynamic, user-friendly online forms. Designed specifically for insurance agencies and brokerages, this tool saves time, eliminates redundant tasks, and enables a smoother customer experience.

Whether you’re a mid-sized agency or a large brokerage, Insurance Form Builder helps you automate data collection, reduce errors, and enhance operational efficiency.

Key Features Built for Insurance Professionals

These are not just “nice” features—they’re purpose-built for the insurance workflow:

✅ Unlimited Custom Forms
Design and deploy as many digital forms as you need, from renewals to endorsements.

✅ Mobile-Optimized Templates
Ensure a frictionless experience for clients on any device—no app or portal login required.

✅ Automated Workflows
Connect forms directly to your automated marketing or service journeys to save CSR time and effort.

✅ Secure Email-Based Client Access
Clients access their forms securely via personalized links—no password headaches.

✅ Smart Logic and Auto-Fill
Simplify the form experience with conditional logic, auto-complete, and skip logic tailored to the client’s policy.

✅ Live Analytics Dashboard
Track submission status, completion rates, and other engagement insights in real time.

✅ Push Data to Your AMS/BMS
Form responses automatically sync with your Agency/Broker Management System, minimizing manual entry and reducing E&O risk.

✅ Custom Branding
Match your form’s appearance to your brand—colors, logos, and fonts for a seamless client experience.

✅ CSR Completion Alerts
Ensure nothing slips through the cracks with real-time alerts for completed forms.

Fill out the form below to download our Form Builder brochure!

Built to Help Insurance Agents & Brokers Win

🧑‍💼 For Insurance Agents:

Insurance Form Builder automates repetitive tasks so you can focus on closing deals and servicing policies—not chasing down paperwork.

🧑‍💻 For Insurance Brokers:

Gain operational control and scalability. Collect policyholder data efficiently, reduce overhead, and uncover upselling opportunities through form insights.

Common Forms Built for Insurance Agents and Brokers

• Pre-Renewal Questionnaire
• Application for Home-Based Business
• Sewer Backup Questionnaire
• Solid Fuel Questionnaire
• Winter Tire Questionnaire
• Personal Lines Property Oil Tank Questionnaire
• Vacancy Questionnaire
• Home Daycare Questionnaire
• Rented Dwelling Questionnaire

The Business Benefits You Can’t Ignore

Shorter Turnaround Time
No more mailing PDFs. Forms are submitted in just a few clicks, significantly speeding up processing via e-mail or SMS. Over 52% of insurance form interactions happen on mobile, highlighting the need for mobile-friendly forms.

Data-Driven Efficiency
Automate client segmentation, trigger email journeys, and send data back to your AMS/BMS seamlessly. 91% of marketers say automation helps achieve goals, with 31% of email orders driven by automated emails.

Upselling Made Easy
Capture interest in additional products right from the form—perfect for proactive outreach. Cross-selling multiple policies can cut churn by 50%, boosting customer loyalty. Want best cross-selling startegies for insurance? Read our blog article.

E&O Compliance Tracking
Every form is timestamped and trackable, helping meet compliance requirements effortlessly. Digital proof of insurance improves transparency and makes tracking policies and compliance easier.

Enhancing Customer Experience: Utilizing user-friendly, mobile-optimized online forms can significantly improve client interactions and satisfaction. Insurance companies using automation tools like chatbots see up to a 90% boost in customer satisfaction through instant support and self-service.

Efficiency Through Automation: Automating processes like claims handling and underwriting not only speeds up operations but also reduces the potential for human error. Workflow automation can cut operational costs by up to 65% by streamlining onboarding, policy management, and claims.

Staying Competitive: Embracing digital tools and automation is crucial for insurance professionals aiming to meet evolving customer expectations and remain competitive in the market. Automation can cut claims processing time by up to 50%, speeding up settlements and boosting satisfaction.

Need Help Setting It Up? We’ve Got Your Back.

Short on time? Pathway offers full-service form creation—our team handles design, setup, and integration. Just tell us what you need, and we’ll take care of the rest.

Why Choose PathwayPort?

Pathway’s Form Builder is more than just a tool—it’s a strategic asset for modern insurance agencies and brokerages. By transforming traditional PDFs into smart, mobile-friendly online forms, it helps streamline data collection, reduce operational costs, and deliver a better client experience.

From automating customer journeys to ensuring compliance and uncovering upsell opportunities, Insurance Form Builder empowers insurance professionals to work smarter, not harder. Whether you’re looking to boost efficiency, improve customer satisfaction, or drive growth, Pathway’s Form Builder is the solution designed with the insurance industry in mind.

These digital forms help streamline data collection, improve client experience, and reduce processing time across various insurance scenarios

PathwayPort is a leading provider of insurance automation tools for agencies and brokerages across the U.S., Canada, and the UK. Our Insurance Form Builder is part of a broader platform that anticipates trends and equips your team to meet modern insurance challenges with confidence.

💡 Don’t Just Use Forms. Use Them to Grow.

Ready to modernize your insurance operations?
👉 Explore the Form Builder at pathwayport.com or schedule a short demo today.