Create your own branded forms

Build reusable questionnaires for intake, renewal and service workflows.

Documents & forms · Company admin, Wholesaler, Hub admin

How it works

Open Company forms or the organization’s form administration. Start a definition with a clear title, purpose and owning organization.
Add sections, questions, required fields and supported answer types. Use conditional questions to avoid asking for irrelevant information.
Preview branding and the customer experience. Publish a version after checking wording and required information.
Attach the form to a request or the appropriate workflow and create a customer link. Send the link through an approved communication path.
Review submitted responses in the request. Keep definition versions and response history together.

Publishing, issuing links and reviewing a response are separate actions. A form link never grants staff access.

Use short, precise questions and explain why sensitive information is needed. Custom forms do not replace a licensed signature or carrier approval.