Creating a Form

Forms are how your customers send you the details you need to quote them. Here's how to create a new one.

Create the form

1. In the left menu, go to Forms
2. Click New Form
3. Fill in a Name. This is how the form is listed for your team, not something clients see
4. Set the URL. This customizes the last part of the public form link
5. Under Lines of Business, check Home, Auto, or both
6. Click Create

Lines of business can only be set when the form is created. If you need a different combination later, make a new form.

Forms belong to the agency you're working in, and you can have as many as you like — one per landing page, one per campaign, or just one for everything.

Form settings

Creating a form drops you into the builder. The panel on the right shows Form Settings whenever no block is selected: Form Name, the Lines of Business it was created with, an Assigned Agent, and the URL again with a copy button beside the full public link.

Assigned Agent starts as Unassigned. Pick someone from your agency and they become the owner of what comes in through this form.

Auto-fill vehicle and home details is on by default. It fills in vehicle and home details from third-party data sources as the client works through the form. Address lookup and VIN search keep working when it's off.

Nothing you change in the builder is live until you click Save in the top bar.

When someone submits

Submissions land on the Form Submissions page. Right-click any form in your list and choose View Submissions to get there, or View Analytics to see how the form is performing. The same menu has Duplicate Form and Delete Form.

Under Notifications in Form Settings you can control who hears about it. Notify assigned agent on submission is on by default, and Send confirmation email to client is off.

What the client sees at the end is set on the Results block. Select it and use Quote handling to choose between an instant online quote showing prices, an instant quote with prices hidden so an agent presents them, or an agent-reviewed quote with no automatic client quoting.

Back on the Forms page, the table lists each form's Name, URL, LOBs, Created date, and Assigned Agent.

Next steps

Once your form is set up, you can customize its questions and change how it looks.