Free Form Templates →Industry-Specific Forms → Insurance

Insurance Form Templates

Managing insurance applications, claims, and client inquiries requires precision, compliance, and efficiency. Our insurance form templates are designed to help insurance agencies, brokers, and underwriters streamline their operations while maintaining the highest standards of data collection and security.

Whether you're processing new policy applications, handling claims submissions, or conducting risk assessments, these templates provide the foundation you need to digitize and automate your insurance workflows. Each template is fully customizable to match your specific insurance products, underwriting guidelines, and regulatory requirements.

What You Can Create

Paperform's insurance templates enable you to build comprehensive forms for policy applications across life, health, property, and casualty insurance. Create detailed claims forms that guide clients through the reporting process with conditional logic that adapts to different claim types. Set up beneficiary designation forms, policy change requests, and renewal questionnaires that capture accurate information the first time.

Powerful Features for Insurance Professionals

Integrate secure payment collection for premiums and deductibles directly into your forms. Use Papersign to collect legally binding eSignatures on policy documents and authorization forms. Build multi-step application processes with Stepper to break complex insurance forms into manageable sections, improving completion rates and data quality.

Connect your forms to your agency management system, CRM, or workflow automation tools to eliminate manual data entry and speed up processing times. With Paperform, you can deliver a modern, professional experience that builds trust with policyholders while making your insurance operations more efficient.