Titan’s Ultimate Guide to Salesforce for Insurance Companies
Hawk-eye editor with a passion for trailblazing Salesforce experiences.
Titan’s Customization for Insurance Allows for Paperless Technology
The Insurance industry has been embracing digital processes and going paperless since before the 2020 pandemic, and many insurance companies have sped up their digital transformation to keep up with evolving technology.
Customer service has gone up a few notches since insurance brokers have ditched manual paperwork.
Embracing technology, such as cloud-based management systems, gives insurance brokers the flexibility to work from anywhere while continuing to deliver exceptional service to their clients.
Welcome to the Future with Salesforce for Insurance Industry Solutions
Do you have the capabilities to improve customer experience by engaging with them in a personalized manner?
If you answered no, it’s time Salesforce’s cloud-based suite of applications becomes integral technology for your brokerage.
Integrate Salesforce with your policy management systems – making your customer the focus of a digital insurance experience.
With Salesforce you can easily digitize your services, manage claims, allow self-service for your customers, easily quote on products, update existing policies, and more – the customer never has to leave the comfort of their home.
Streamlining the Salesforce Insurance Industry with Titan Forms
Create 1-to-1 Salesforce insurance customer journeys across email, mobile, and the web with Titan Forms.
Whether you require Life Insurance forms, Household Insurance forms, Business Insurance forms, Car Insurance forms, or Travel Insurance forms – we have ready-to-use form templates which can be customized and personalized as required.
It is also very easy to integrate Titan Forms with your Salesforce account to read and write data in real-time – no coding required.
Using a no-code platform like Titan Forms for Salesforce is undeniably the best option for the Insurance industry.
With Titan Forms, you can pre-fill form fields to efficiently manage and show relevant data, and validate the users’ data before submitting the form.
Let us help your brokerage eliminate manual tasks, reduce human errors, and maintain regulatory compliance.
Get started using Titan Forms today!
20 Dynamic Forms for Insurance
1. Insurance Quotation Forms
Who fills these in, and why?
Potential customers looking to shop around for insurance to suit their budget and personal needs will fill out the insurance quotation form, providing their basic information and insurance requirements. They must list this information as accurately as possible because this will help to determine the amount they will pay per month (known as premiums). This helps to create a Salesforce for insurance brokers that streamlines operations.
100% Fine-Tuned for Salesforce
Once the potential customers add their information to the fillable fields, their data is automatically transferred to the designated Salesforce record for your review and attention.
2. Car Insurance Registration Form
Who fills these in, and why?
After the customer accepts the insurance quotation, they can be sent the insurance registration form to be filled in and signed by themselves. By affixing their signature on the application, the customer accepts the terms and conditions as set out by the brokerage.
100% Fine-Tuned for Salesforce
Upload the application form to Salesforce, all the data is recorded. Drag and drop text, dropdown, date, and sign.
3. Household Insurance Registration Form
Who fills these in, and why?
The owner of the property who becomes the policyholder will fill in the registration form and provides all relevant details as required by the brokerage for insurance cover over their household goods.
100% Fine-Tuned for Salesforce
Connect the fillable fields of your household insurance registration form with Salesforce records. Once the policyholder adds their information to the fillable fields, their data is automatically transferred to the designated Salesforce record.
4. Contents Cover Form
Who fills these in, and why?
This form is for those who require only the contents of their homes to be covered since they are not the owner of the house. The contents (i.e. laptops, cellphones, jewelry, etc.) cover form is to be filled in detailing the address where the contents are stored, together with their total value. The value of the contents also dictates the monthly premium.
100% Fine-Tuned for Salesforce
Pre-fill the contents cover the form with Salesforce record data such as your brokerage name, address, and account details as well as generate the household inventory checklist in a single click.
5. Household Inventory Checklist
Who fills these in, and why?
The household inventory checklist is filled in by the policyholder, they must list all the items that are required to be insured, together with the value for each item. Some brokerages need proof of purchase to be attached to the checklist.
100% Fine-Tuned for Salesforce
Titan’s household inventory checklists are entirely Salesforce integrated, meaning once the policyholder adds the required information to the fillable fields, their data is automatically transferred to the designated Salesforce record.
6. Homeowners Building Cover Form
Who fills these in, and why?
The broker can fill out the building cover form, sending it directly to the policyholder for their signature. The building’s insurance covers the permanent structures on your property as well as all permanent fixtures, fittings, and improvements to your property.
100% Fine-Tuned for Salesforce
Titan’s homeowner building cover forms can be built and generated using live Salesforce data already provided by the policyholder, with zero code necessary. All the information on the policyholder is pre-populated.
7. Life Insurance Registration Form
Who fills these in, and why?
The insured person fills in the life insurance registration form, most life insurance policies will require that you answer medical questions and go for a medical exam. Once the policyholder has decided to purchase life insurance, they have to determine their insurance coverage amount by considering how much their beneficiaries will need after they die.
100% Fine-Tuned for Salesforce
Hand your laptop or tablet to your client to instantly collect e-signed life insurance forms and save time on the back and forth of sending and receiving emails. Titan life insurance forms are 100% Salesforce integrated, and once the policyholder submits, the broker has full access to the record in Salesforce.
8. Beneficiary Form
Who fills these in, and why?
The insured fills the required fields nominating beneficiaries to their life insurance policy. A beneficiary nomination form is a legal declaration, stating an individual’s nominated beneficiaries in the event of death. There is no limit to the number of beneficiaries, as long as the share of benefit for the proceeds totals 100%.
100% Fine-Tuned for Salesforce
Connect the fillable fields of your beneficiary form with Salesforce records. Once the insured adds their information to the fillable fields, their data is automatically transferred to the designated Salesforce record.
9. Illness Benefit Application Form
Who fills these in, and why?
The next step in completing an application is that the insured can opt to take on an illness benefit cover. They proceed to fill their personal and medical history information onto the form. Getting a physical examination, is also important as it relates to whether or not you will be approved or denied for the policy.
100% Fine-Tuned for Salesforce
Titan’s illness benefits forms come with pre-populated fields, customized to each user. This data is pulled live from Salesforce, making it effortless for the policyholder to fill in their information.
10. Travel Insurance Form
Who fills these in, and why?
Are you finally going on that vacation, after the pandemic? Then the travel insurance form is a must for you. Fill in the required fields, with your personal information together with the details of your travel, (date, country traveling to, duration, medical insurance coverage, etc.)
100% Fine-Tuned for Salesforce
With Titan Forms, you can easily integrate your travel insurance form and generate the document directly from Salesforce using our simple drag and drop feature.
11. Health Insurance Registration Form
Who fills these in, and why?
Policyholders fill in the health insurance registration form, which includes information such as the patient’s date of birth, contact details, and medical history. The next step in completing the health insurance registration form, getting a physical examination, is also important as it relates to whether or not you will be approved or denied.
100% Fine-Tuned for Salesforce
Pre-fill a health insurance registration template with Salesforce record data such as your brokerage name, address, and account details to generate pre-filled insurance registration forms in a single click.
12. Health Insurance Consent
Who fills these in, and why?
The health insurance consent form is filled in by the insured to provide consent to the insurer to provide personal information to third parties.
100% Fine-Tuned for Salesforce
Provide your clients with an online insurance consent form they can fill out within minutes. You can personalize it to match your needs. No coding is necessary!
13. Insurance Claim Form
Who Fills these in, and why?
Insurance claim forms should be filled in by the insured. Information to be given is the nature of the claim, police reports, damages incurred, date of the incident, quotations for repairs/replacements, etc. This form enables the insurers to process the claim efficiently and quickly.
100% Fine-Tuned for Salesforce
Once the claim form is filled in, the information is sent directly to Salesforce, where it can be integrated with the insured’s records and the data analyzed. Check the status of the claim you’ve sent for approval without leaving Salesforce.
14. Policy Cancellation Form
Who Fills these in, and why?
The policyholder is required to provide a written undertaking that they would like to cancel their policy with the insurer, this policy cancellation form eases the burden of manually filling in paperwork, and having long email trails.
100% Fine-Tuned for Salesforce
It is a handy way for policyholders to cancel insurance policies online. The insured’s data is pulled from Salesforce in real-time, saving them manual forms and long email trails. Once complete, the policy cancellation form is sent back to Salesforce, giving the insurer a complete record of the insured’s policies held with them.
15. Education Investment Form
Who Fills these in, and why?
Some may think it is too early to save for your kid’s education. No time like the present, parents can fill in the education investment form, and a broker will be in touch with them to explore their options – from tax-free savings to unit trusts.
100% Fine-Tuned for Salesforce
With Titan, our education investment forms are 100% integrated with Salesforce – they are pre-filled, and once submitted, the information is fed back into Salesforce giving, the insurer a comprehensive view of the policyholder’s profile.
16. Retirement Annuity Registration Form
Who Fills these in, and why?
Retirement can be a scary word for many, no stress we got you covered our pre-populated forms makes retirement a little less burdensome for the insured. Retirement annuity involves setting aside a certain amount of money and then receiving regular payments over a designated period.
100% Fine-Tuned for Salesforce
Our retirement annuity registration forms come pre-populated with all relevant Salesforce data of the insured, within minutes the information is pushed back into Salesforce, making it easy for the insurer to view the insured’s overall profile.
17. Preserver Plan Registration Form
Who Fills these in, and why?
A Preserver Plan is an investment designed to keep your retirement savings invested if you’re leaving your employer as a result of the resignation. The insured can fill in these forms with minimal clicks.
100% Fine-Tuned for Salesforce
Our preserver plan forms come pre-filled with information personalized to the insured, they don’t need to spend hours manually filling in each section. Once submitted, these forms are fed back into Salesforce, where a broker can pick up the information and contact them ASAP.
18. Business Building Insurance Cover Form
Who fills these in, and why?
A business owner requires business insurance cover, by filling these forms, they can receive insurance coverage for physical damage or loss to commercial property, even before they open their doors for business.
100% Fine-Tuned for Salesforce
Complete these pre-filled forms directly on your device or via cloud storage right from your Salesforce account.
19. Business Life Plan Cover Form
Who fills these in, and why?
Business owners fill in these forms as additional insurance cover. The business life plan cover allows them to select cover for disability, severe illness, and death, through a range of comprehensive benefits, ensuring that their business is protected.
100% Fine-Tuned for Salesforce
Our business life plan cover forms are pre-populated and automated for Salesforce. The business owner can fill in, sign, and submit. The best part is that there is no paperwork, no back and forth emails, nor numerous phone calls.
20. Insurance Authorization Form
Who fills these in, and why?
The health insurance authorization form is filled in by the insured to provide authority to the insurance company to provide information or authorization to healthcare facilities or other third parties.
100% Fine-Tuned for Salesforce
With Titan’s pre-filled and automated forms for Salesforce, the insured can sign these forms from anywhere to expedite processes that may require hospital admittance, medical treatment, updating of health insurance, etc.
Closing the Gap with the best in Technology
Titan Forms seamlessly integrates Salesforce data to remove manual entries and guarantees the accuracy of your customer information.
You can swiftly build personalized branded forms with our simple, codeless drag-and-drop builder.
Dive into the links below to see how we can take your brokerage to the next level of digitization and contact us to request a demo!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
