For Insurance

Collect policy inquiries and claims, organized from the start

A structured intake form for quotes and claims means you get complete information the first time — policy type, cover details, and supporting documents — instead of a back-and-forth over chat.

Build your form free →
No code needed Free to start Works with your WhatsApp number Set up in minutes NDPR compliant

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See it in action

This is what your customers will see

A clean, professional form — branded to your business

9:41
●●●○ WiFi ▐▐▐
🛡️ Insurance Enquiry Fill in your details below
Enter your name
+234 XXX XXX XXXX
you@example.com
Health, Auto, Life, etc.▾
e.g. 32
Send via WhatsApp 📱
→ delivers to your WhatsApp
9:41
●●●○ WiFi ▐▐▐
←
💼
eFORMS Business online
⋮
TODAY
New Form Submission

Full Name: Adebayo Ogundimu
WhatsApp Number: Sample value
Email Address: adebayo@email.com
Insurance Type: Sample value
Age: Sample value
9:42 AM ✓✓
😊 📎
Type a message
🎤
📋
Structured fields Not scattered chats — clean, organized data every time
✨
Branded to you Your logo, your colors — looks like a real business
📲
Lands in WhatsApp Every submission formatted and ready to act on
⚡
Zero setup No app install — works in any browser
Customize this template →

The old way isn't working

✕ Quote and claim details arrive in fragments across several messages.
✕ No consistent way to confirm you're talking to a real, reachable customer.
✕ Supporting documents get lost somewhere in a long chat thread.

Why eFORMS fits Insurance

📋

Structured quote & claims intake

Ask for policy type, cover amount, and incident details as proper fields, not a paragraph to decode.

📎

Document upload built in

ID, policy documents, and evidence for a claim attach directly to the submission.

☎️

Phone number verification

OTP verification confirms you're dealing with a reachable, real customer.

🎯

Route to the right department

Multi-agent routing sends claims and new-quote inquiries to different teams automatically.

The old way vs. the eFORMS way

Scattered WhatsApp chat
With eFORMS
Orders and inquiries scattered across chats
One structured link, every time
Details written free-form, easy to misread
Clean fields for exactly what you need
No record of who submitted what, or when
Every submission saved and organized
Looks improvised
Looks like a real, professional business

How it works

1

Build your form

Start from a template or build from scratch — no code needed.

2

Share the link

Post it on WhatsApp status, Instagram, or anywhere your customers already are.

3

Get it on WhatsApp

Every submission lands in your WhatsApp, formatted and ready to act on.

Questions people ask

Do I need to know how to code?

No — build with a ready-made template or the AI generator, no code required.

Is it really free to start?

Yes — you can build and publish your first form for free, no card required.

Do my customers need to install anything?

No — they fill out your form in their browser, and it opens straight into WhatsApp when they submit. WhatsApp is the only app they need.

Can I use this for both new quotes and existing claims?

Yes — build a separate form for each, or use conditional fields so one form adapts based on what the customer selects.

Set up your insurance form today

Free to start. No card required.

Get started free

Other businesses eFORMS works for

HMOs

Give members and providers a structured way to enroll, add dependents, or submit a claim — with documents attached and a real WhatsApp confirmation at the end, not a form that disappears into an inbox.

Learn more →

WhatsApp Orders

Whatever you sell, a structured order form beats a scattered chat. Build one in minutes, share the link anywhere, and every order arrives in WhatsApp fully formatted — with payment collection, file uploads, and bookings if you need them.

Learn more →

Beauty & Salon

A structured booking form for your salon, barbershop, or beauty business — clients pick a service and time, you get a clean booking instead of a chat you have to scroll back through.

Learn more →

Browse all solutions

See every industry eFORMS has a ready-made starting point for.

View all →