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







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.Â
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.Â
InsuranceForm BuilderFeatures
Check out some of our most popular features

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.

- Customizable
- Eye-catching
- Easy to design

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.

Build smarter insurance forms:
- Show Fields
- Hide Fields
- Knockout Questions

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.

Popular templates:
- Lead generation
- Customer service
- Renewal questionnaires
- Applications
- Quote forms
- Contact forms

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.

Share your forms:
- Embed anywhere
- Share a public link
- iFrame
Form Builder FAQ
Can Pluto track progress towards a Sales Goal?
Can I track how my producers stack up against each other?
Can I track my teams outbound activity?
Can I export my reports?
Can I track sales per line of business?

CRM
Create an insurance landing page in a few clicks.

Pipelines
Organize your deals and service requests with pipelines

Lead Management
Manage all your leads in one software platform

Goals & Reporting
Monitor your team's performance and keep them motivated

Automation
Simplify workflows and increase output with automation

Unified Inbox
Organize all your conversations in one centralized inbox

Integrations
Seamless integrations via Zapier and and open API

Calendar
Stay organized and take control of your day with Pluto

Circle Prospecting
Dominate your local market and generate leads on demand

Forms & Surveys
Gather data, generate leads, get feedback, and more

Phone & Dialer
A fully integrated phone system built inside of Pluto

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

Ringless Voicemail
Drop messages directly inside your contacts vmail

Text Messaging
Pluto offers built-in 2-way text messaging

Video Email
Stand our from the competition with video email

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.
