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Insurance Form Builder

User friendly insurance forms that are easy to build - gather data,
generate leads, get feedback and more!

Agents from the top companies trust Pluto, from scratch agencies to national brands

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forms for insurance
insurance form builders

WHAT ARE...

Insurance Lead Forms?

Lead forms allow you to collect the info you need from potential insurance prospects. Whether you’re driving consumers to your website, facebook ad, or landing page you need a way to capture the lead. 

Pluto offers customizable click and drag insurance forms that you can create in minutes. These forms can then be used whereever you like…add to your website, share them via a link on social media, or use them internally.

All leads will automatically be imported into Pluto when a prospect fills it out. 

InsuranceForm BuilderFeatures

Check out some of our most popular features

insurance intake forms

Click & Drag

You’ll love the simplicity of our click and drag insurance form builder. Are you looking to add a lead generation form to your website or perhaps a contact form to gather visitor info? No problem!

Pluto makes it easy to build whatever form you need in a matter of minutes. Style your forms with your own logo, fonts, colors, and more.

insurance intake forms
form builder for insurance

Conditional Logic

Sometimes you need your insurance web forms to be a little bit “SMARTER.” That is where conditional logic comes in.

Conditional logic allows you to show or hide specific questions that are relevant to each user based on their previous answers.

form builder for insurance

Build smarter insurance forms:

insurance forms

Pre-Built Templates

We’ve packed Pluto with over 1,000 online form templates. Pick a template, add your own personal touch, then click publish. It’s that easy.

If you prefer to build from scratch you’ll love our click-and-drag builder with the endless personalization options.

insurance forms

Popular templates:

insurance form builder

Share & Embed Anywhere

Pluto makes it easy to share your forms with your audience. Share the forms via email, text, or even a link on social media.

We’ll provide you with the html code to easily embed forms on your website, landing pages, or anywhere else you like.

insurance form builder

Share your forms:

Of course! Once a goal is set, Pluto will automatically track an agent’s progress toward that goal. Each morning when your agent comes in they’ll see a clear breakdown of their goal, their current progress, and where they need to finish the day to stay on pace. 
Yes. Pluto gives you the ability to track the performance of each producer and also how they stack up against others in the agency.
Yes. We make it easy to track all outbound activity like the number of emails or texts sent in a month, the number of phone calls made or received, and more.
Yes. You can view the reports inside your Pluto account or export them as either a CSV or PDF.
Yes. You can track sales per line of business broken down by both premium and policy count.

Everything you need...nothing you don't!

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CRM

Create an insurance landing page in a few clicks.

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Pipelines

Organize your deals and service requests with pipelines

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Lead Management

Manage all your leads in one software platform

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Goals & Reporting

Monitor your team's performance and keep them motivated

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Automation

Simplify workflows and increase output with automation

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Unified Inbox

Organize all your conversations in one centralized inbox

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Integrations

Seamless integrations via Zapier and and open API

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Calendar

Stay organized and take control of your day with Pluto

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Circle Prospecting

Dominate your local market and generate leads on demand

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Forms & Surveys

Gather data, generate leads, get feedback, and more

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Phone & Dialer

A fully integrated phone system built inside of Pluto

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Websites & Funnels

Click & drag your way to a new insurance website or funnel

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Ringless Voicemail

Drop messages directly inside your contacts vmail

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Text Messaging

Pluto offers built-in 2-way text messaging

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Video Email

Stand our from the competition with video email

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Direct Mail & Gifts

Send out Postcards, letters, gifts, and more

Ready to get started?Free 14-day trial

Put Pluto to the test to see if it’s a good fit for your agency.

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