Accelerate claims, simplify onboarding, and eliminate paperwork
Insurance Forms, Claims & Signatures in One Platform
Insurance teams deal with endless paperwork—applications, ACORD forms, claims, and renewals scattered across emails and files.
PlatoForms turns existing documents into secure, fillable forms and lets you create new policy letters, coverage summaries, and claim documents with PDF Document Creator.
Automate approvals, collect supporting documents, and capture e-signatures to process policies and claims faster.
PlatoForms turns existing documents into secure, fillable forms and lets you create new policy letters, coverage summaries, and claim documents with PDF Document Creator.
Automate approvals, collect supporting documents, and capture e-signatures to process policies and claims faster.
Streamline Insurance Workflows & E-Signatures
Automate every step—from claim intake to electronic signature collection
Convert ACORD forms or generate new ones—no manual setup
Smart Insurance Forms, Built with AI
No need to rebuild standardized forms. PlatoForms instantly converts ACORD forms, policy applications, and claims into online forms. AI detects and maps fields—text, signatures, dates, and uploads—while preserving layout and compliance.
Need a new form? Use an insurance template or describe your needs, and PlatoForms’ AI generates a ready-to-use form for quotes, leads, and secure data collection on any device.
Need a new form? Use an insurance template or describe your needs, and PlatoForms’ AI generates a ready-to-use form for quotes, leads, and secure data collection on any device.
Design policy letters, coverage summaries, and claim documents in one place
Create Insurance Documents from a Template or Prompt
When you need a new insurance document—not an existing PDF to digitize—use PlatoForms’ PDF Document Creator. Start with a blank page, describe the document to the AI Assistant, or customize a ready-to-use PDF template for policy letters, coverage summaries, claim acknowledgments, and renewal notices.
Edit the draft on the canvas, apply your agency’s branding, and add tables, fields, headers, or footers. Then export a print-ready PDF or convert the same design into a fillable PDF or online form for policyholders to complete and sign.
Edit the draft on the canvas, apply your agency’s branding, and add tables, fields, headers, or footers. Then export a print-ready PDF or convert the same design into a fillable PDF or online form for policyholders to complete and sign.
Pre-fill data and collect legally binding e-signatures
Frictionless Renewals & Secure Electronic Signatures
Simplify renewals with pre-filled invitations, so clients only review, update, and sign using the Signature field.
Ensure compliance with Signature Certificates that include timestamps, IP addresses, and SHA256 checksums for tamper-proof, legally binding documents. You can also set fields as read-only to prevent unauthorized changes.
Ensure compliance with Signature Certificates that include timestamps, IP addresses, and SHA256 checksums for tamper-proof, legally binding documents. You can also set fields as read-only to prevent unauthorized changes.
Route, notify, and adapt forms automatically
Smart Logic for Insurance Forms
Insurance processes rarely follow a single path. With PlatoForms’ form logic, you can dynamically tailor forms and workflows based on user input.
Use logic-based email notifications to automatically route submissions—direct auto claims to auto adjusters, property claims to property adjusters, and policy inquiries to the appropriate policy servicing or customer support team.
Create multiple Custom Email for Logic, set conditions like “is equal to” or “answered,” or simply describe your rule and let AI generate the logic for you.
Use logic-based email notifications to automatically route submissions—direct auto claims to auto adjusters, property claims to property adjusters, and policy inquiries to the appropriate policy servicing or customer support team.
Create multiple Custom Email for Logic, set conditions like “is equal to” or “answered,” or simply describe your rule and let AI generate the logic for you.
Turn long claim forms into simple, guided chats
A Better Experience for Stressed Claimants
Filing a claim is stressful—complex PDFs make it worse. PlatoForms’ conversational forms show one question at a time, hide irrelevant sections, and guide users step by step.
Switch any form to conversational mode in one click, and send emails via your own domain (CNAME) for a more professional, reassuring experience.
Switch any form to conversational mode in one click, and send emails via your own domain (CNAME) for a more professional, reassuring experience.
Collect files, accept payments, and sync data effortlessly
Seamless Integrations & Evidence Collection
Insurance forms need more than text. Use file upload fields to collect photos, IDs, or medical bills directly in submissions, and accept payments via Stripe—including Apple Pay and Google Pay.
Automatically store completed PDFs and files in Google Drive, Dropbox, or OneDrive, or send data to your CRM/AMS via Zapier, Make, or APIs.
Automatically store completed PDFs and files in Google Drive, Dropbox, or OneDrive, or send data to your CRM/AMS via Zapier, Make, or APIs.
Collect once, generate documents, and route them automatically
From One Form to Fully Automated Workflows
Avoid repeated data entry. With PlatoForms’ Master Form, collect information once and auto-fill a full set of PDFs—applications, disclosures, and payment forms.
Each submission generates a complete, formatted document package in a single ZIP file, saving time, reducing errors, and streamlining onboarding.
Need to go further? Use Workflow to automatically route documents, trigger follow-ups, and assign the next step—so every form reaches the right person at the right time without manual coordination.
Each submission generates a complete, formatted document package in a single ZIP file, saving time, reducing errors, and streamlining onboarding.
Need to go further? Use Workflow to automatically route documents, trigger follow-ups, and assign the next step—so every form reaches the right person at the right time without manual coordination.
FAQ’S
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How does PlatoForms protect sensitive policyholder and claims data?
PlatoForms secures insurance data with encryption, granular access controls, detailed activity logs, and optional two-factor authentication, ensuring data privacy, accountability, and compliance for policyholder and claims information. See full certifications and compliance details in our Trust Center. -
Are the electronic signatures collected legally binding for insurance contracts?
Yes, absolutely! PlatoForms supports legally valid electronic signatures through its Signature field, equipped with robust signature certificates. Each certificate includes a timestamp, the signer’s IP address, and a SHA256 checksum to ensure the document’s integrity, meeting the strict compliance requirements of the insurance industry. -
Can forms adapt based on the type of claim being filed?
Yes. By using conditional logic, your form can show or hide specific questions based on the user’s previous answers. For example, if a user selects “Auto Claim,” the form will display questions about vehicle damage; if they select “Home Claim,” it will ask about property details. -
Can we pre-fill renewal forms with the client’s current policy details?
Yes. Use the Pre-fill feature to send a form with specific fields already filled out (like the client’s name, vehicle VIN, or current coverage limits). You can lock these fields as read-only so they cannot be altered, leaving the client to simply verify the information and sign. -
Can policyholders upload photos of damage or documents directly to the form?
Yes. You can easily add file upload fields to any form. This is essential for insurance claims, allowing clients to securely upload photos of auto accidents, property damage, scanned IDs, or medical invoices directly from their phone or computer. -
Will my ACORD forms or state-mandated documents lose their formatting?
No. When you convert a PDF to a fillable form, PlatoForms treats your original PDF as the source of truth. The strict layout, fonts, and formatting required for ACORD forms or government compliance remain exactly as designed, with interactive fields layered perfectly on top. -
Can a single form submission fill out multiple different policy documents?
Yes. With the Master Form feature, a client only needs to enter their information once. That single submission can automatically map data to multiple different PDFs (e.g., an application, a state disclosure, and an internal agency checklist), generating a complete package of documents instantly. -
Can insurance teams create a new PDF if they do not already have one?
Yes. With PDF Document Creator, start from a blank page, ask the AI Assistant to draft an insurance document, or choose a ready-to-use PDF template. Customize policy letters, coverage summaries, claim acknowledgments, renewal notices, and other documents, then export a PDF or convert the design into a fillable PDF or online form. -
What kind of support is available for insurance teams?
PlatoForms is designed to be intuitive—no coding required. We provide video tutorials, documentation, FAQs, and a responsive support team. Insurance teams can quickly adopt the platform and streamline workflows with minimal training.
