Insurance Agent Application Form

Streamline Your Insurance Agent Hiring with a Professional Application Form

Hiring the right insurance agents is critical for growing your agency, but sorting through applications, verifying licenses, and understanding each candidate's experience can be time-consuming. This Insurance Agent Application Form template from Paperform gives insurance agencies and brokerages a streamlined, professional way to collect detailed information from prospective agents—all in one branded, easy-to-complete form.

Built for Insurance Agencies and Brokerages

Whether you're an independent insurance agency, a regional brokerage, or a captive agent network, this template helps you quickly assess candidates' qualifications, specializations, and business potential. The form captures everything from basic contact details to state license verification, product line preferences (Property & Casualty vs. Life & Health), details about any existing book of business, and acknowledgment of commission structures and sales goals.

By replacing scattered PDFs, email threads, and manual follow-ups with one comprehensive form, you can speed up your hiring process, reduce admin work, and ensure every applicant provides the information you need to make an informed decision.

What This Form Captures

This template is designed specifically for insurance agent applications and includes fields for:

• Personal and contact information – Name, phone, email, and current address
• State license verification – License number, state(s) of licensure, license type, and expiration dates
• Specialization preferences – Whether the agent prefers Property & Casualty, Life & Health, or both, plus specific product interests
• Experience and background – Years of experience, current or previous agency affiliations, and employment history
• Book of business details – Information about any existing clients or policies the agent would bring, including estimated annual premium volume
• Commission advance terms – Acknowledgment and agreement to any commission advance or draw structure your agency offers
• Sales goals and expectations – Clear acknowledgment of sales targets, production requirements, and performance benchmarks
• Supporting documents – Upload fields for resumes, copies of licenses, compliance certifications, and references

The form uses conditional logic to show or hide follow-up questions based on responses—so agents with an existing book see transfer questions, while new agents skip straight ahead. This keeps the form efficient and relevant for every applicant.

Why Insurance Agencies Choose Paperform

Paperform is trusted by insurance professionals, staffing firms, and small to medium businesses that need more than a basic form builder. With Paperform, you get:

• Professional, on-brand design – Customize fonts, colors, buttons, and backgrounds so your application form matches your agency's branding and feels as polished as your website.
• Conditional logic and calculations – Show the right questions to the right applicants, calculate estimated commissions, and guide candidates through a seamless application experience.
• File uploads and eSignatures – Collect license copies, compliance documents, and resumes directly in the form, then use Papersign to send commission agreements or independent contractor agreements for secure eSignature once you're ready to hire.
• Integrations and automation – Connect to your CRM, ATS, or Google Sheets to automatically log new applicants, and use Stepper to trigger onboarding workflows, send welcome emails, or assign recruiters to review applications without lifting a finger.
• Security and compliance – Paperform is SOC 2 Type II compliant and offers data residency controls, ensuring applicant information is handled securely and meets industry standards.

Perfect for Insurance Recruiters, Agency Owners, and HR Managers

This form is ideal for:

• Insurance agency owners hiring independent agents or building a local team
• Insurance recruiters managing high volumes of agent applications across multiple states
• HR managers at brokerages streamlining compliance checks and onboarding
• Captive agent networks standardizing the application and vetting process

No coding or technical skills required—just customize the questions, add your branding, and share the form via link, embed it on your careers page, or send it directly to candidates.

Save Time, Hire Better Agents

Stop chasing down missing license numbers, unclear commission terms, or incomplete applications. With this Insurance Agent Application Form, you'll collect complete, consistent information from every candidate, making it easier to compare qualifications, verify credentials, and move top applicants through your hiring funnel faster.

Ready to automate even more? Use Stepper to automatically route applications to regional managers, send status updates to candidates, or sync applicant data with your ATS or CRM. It's the smarter way to hire insurance agents at scale.

Start using this template today and turn your insurance agent hiring process into a streamlined, professional experience that attracts top talent and saves your team hours every week.