What Are Salt Forms and How Do They Work?
Salt forms are a game-changing tool designed to simplify and automate the collection of client information for insurance agencies. These digital forms allow agents to send a simple, user-friendly link to prospects, enabling them to input critical details at their convenience. By doing so, Salt forms eliminate the need for manual back-and-forth, saving time for both agents and clients.
How do Salt forms work?
The process is straightforward and efficient:
- Share the Form: Agents send prospects a Salt form via a static link, email, or automation within their CRM.
- Collect Data: Prospects fill in standard fields, such as name, address, vehicle details, or property specifications.
- Auto-Populate Information: Salt forms automatically pull essential data—like property square footage, year built, and vehicle details—from reliable external sources.
- Seamless Integration: The collected information seamlessly pushes into raters like Epic, EZLynx, PL Rating, or even Gaia for further processing.
This automated workflow significantly reduces manual input, giving agents the information they need quickly and accurately. For example, if a prospect enters their address, Salt forms can pre-populate details like square footage, year built, and roof updates directly from county records. Similarly, vehicle details can be populated using VIN numbers or basic input, ensuring accuracy with minimal effort.
What makes Salt forms especially valuable is their ability to meet prospects where they are. Whether clients prefer minimal interaction or require a simple, no-hassle way to provide their information, Salt forms accommodate their needs without friction. This improves the user experience and increases completion rates.
In short, Salt forms are a powerful tool that streamlines the entire data collection process, reduces errors, and allows agents to focus more on delivering value to their clients.
Key Features of Salt Forms
Salt forms are packed with features that make data collection simple, efficient, and accurate for insurance agencies. By automating key steps and offering customization options, Salt forms provide a streamlined experience for both agents and prospects.
1. Pre-Population of Data
One standout feature of Salt forms is their ability to auto-populate information from trusted external sources. When a prospect enters basic details like an address or VIN, Salt forms pull additional information such as:
- Property data: Square footage, year built, roof updates, and property type (e.g., ranch or two-story).
- Vehicle data: Make, model, year, and other specifics linked to the VIN.
This feature eliminates the need for prospects to input everything manually, reducing errors and improving completion rates. Agents receive detailed, reliable data without chasing clients for updates.
2. Customizable Form Fields
Salt forms allow agencies to control which fields appear on the form and which are required. Agents can tailor the form based on their needs, such as:
- Basic information: Name, email, phone number, and date of birth.
- Optional fields: Occupation, education level, or co-insured details.
- Property specifics: Security features, roof updates, or plumbing information.
This flexibility ensures that Salt forms adapt to various workflows while keeping the process quick and user-friendly for clients.
3. Data Caching and Auto-Save
Salt forms include a built-in auto-save and caching feature, which is invaluable for busy prospects. If a user starts filling out the form but needs to pause—whether due to time constraints or distractions—the form saves their progress automatically. When they return, the Salt form picks up exactly where they left off, without requiring them to re-enter any data.
This feature significantly reduces abandonment rates, improving the likelihood of form completion and making the experience hassle-free for prospects.
4. Seamless Integration with Insurance Systems
Salt forms integrate directly with major insurance systems, including:
- Epic
- EZLynx
- PL Rating
- Gaya
Once a prospect submits their information, Salt forms push the data into the agency’s rater or quoting tool automatically. This eliminates the need for manual data transfers and allows agents to quickly generate quotes, improving response times and overall efficiency.
5. Automated Follow-Up Reminders
If a prospect abandons the form, Salt forms include automated follow-up capabilities. Agents can schedule up to three reminders at intervals they choose (e.g., 2 hours, 1 day, or 3 days later). These reminders encourage prospects to return to the form and complete their submission, ensuring fewer missed opportunities.
Salt forms combine advanced automation, user-friendly customization, and seamless integration to streamline the data collection process. By reducing manual work and improving the user experience, Salt forms help insurance agencies operate more efficiently and deliver better service to their clients.
Benefits of Salt Forms for Insurance Agencies
Salt forms offer numerous advantages that help insurance agencies save time, improve client experiences, and streamline their workflows. By automating the collection and organization of data, Salt forms enable agencies to focus on serving clients instead of getting bogged down with manual tasks.
1. Improved Efficiency and Accuracy
One of the primary benefits of Salt forms is how they enhance the efficiency of data collection. Instead of agents manually requesting and inputting client details, prospects can provide information directly through the Salt form. The system automatically pulls verified data—such as property square footage, year built, and vehicle specifics—reducing human errors and unnecessary delays.
For example:
- A prospect enters their home address. Salt forms pre-populate key property information from external sources, ensuring the data is both accurate and up-to-date.
- Vehicle details can be retrieved instantly using a VIN or basic inputs like the year and make, further streamlining the process.
By automating these steps, Salt forms free up valuable time for agents and reduce data entry mistakes, leading to a smoother and faster workflow.
2. Enhanced Client Experience
Salt forms simplify the experience for prospects by providing a quick and hassle-free way to share their information. Features like auto-population, customizable fields, and caching ensure that clients spend minimal time filling out forms:
- User-friendly design: Salt forms guide prospects through a clean, easy-to-use interface, breaking complex information into manageable sections.
- Auto-save and cache: Prospects can pause at any time and return to where they left off without losing progress. This reduces frustration and encourages completion.
- Flexible input options: Prospects can fill out only the required fields while skipping unnecessary sections, keeping the process efficient and personalized.
These features ensure that Salt forms accommodate prospects’ schedules and preferences, resulting in higher satisfaction and more completed submissions.
3. Faster Quoting and Turnaround Times
Salt forms integrate seamlessly with major raters and quoting tools like Epic, EZLynx, and PL Rating. Once a form is completed, the data flows directly into these systems, allowing agents to generate quotes quickly without any manual transfers.
For agencies, this means:
- Faster turnaround times for quotes.
- Reduced delays caused by incomplete or inaccurate information.
- The ability to respond to client inquiries with greater speed and professionalism.
The automation provided by Salt forms helps agencies stay competitive, as prospects value quick and reliable service when shopping for insurance.
4. Automated Follow-Ups to Reduce Abandonment
Prospects abandoning forms is a common challenge. Salt forms solve this problem with automated reminders. Agencies can schedule up to three follow-up emails at specific intervals (e.g., 2 hours, 24 hours, or 3 days after abandonment). These reminders prompt prospects to return and finish filling out their details.
Additionally, since Salt forms cache all previously entered data, prospects can pick up where they left off seamlessly. This reduces drop-off rates and increases the chances of securing completed forms.
5. Increased Flexibility with Customizable Options
Salt forms offer flexibility by allowing agents to customize the forms to meet their specific needs. Agencies can choose which fields to include, whether certain data is required, and how the form appears to prospects. For example:
- Remove unnecessary fields like education level or occupation if they aren’t relevant.
- Include additional sections for security features, roof updates, or other key data points.
- Agency branding ensures a professional, customized look that reflects your business identity.
By tailoring Salt forms to their workflow, agencies can make the data collection process more relevant and efficient for their operations.
Salt forms deliver clear benefits that improve efficiency, enhance the client experience, and drive better results for insurance agencies. By automating data collection, speeding up quoting processes, and reducing abandonment, Salt forms enable agencies to work smarter and provide exceptional service to their clients.
Integration and Automation Capabilities of Salt Forms
One of the key strengths of Salt forms is their seamless integration with existing tools and systems, making it easier for insurance agencies to automate processes and streamline workflows. These capabilities save time, reduce manual tasks, and ensure data flows effortlessly across platforms.
1. Seamless Integration with Major Systems
Salt forms are designed to work effortlessly with popular systems that insurance agencies rely on, such as:
- Epic
- EZLynx
- PL Rating
- Gaya
Once a client completes a form, the collected data is automatically pushed into the desired rater or quoting tool. This eliminates the need for agents to manually re-enter information, speeding up the process of generating accurate quotes and improving overall efficiency.
For agencies not using a rater, Salt forms can push data directly into Gaia, allowing agents to retrieve quotes from carriers without unnecessary steps. This level of connectivity ensures that agencies can work faster while maintaining data accuracy.
2. Automation with Zapier Integration
Salt forms also integrate with Zapier, a tool that connects thousands of apps and automates tasks based on triggers. This allows agencies to customize workflows and streamline repetitive processes.
For example:
- When a Salt form is completed, Zapier can trigger a follow-up email or text message to confirm receipt.
- Completed data can be sent automatically to a CRM, ensuring seamless record-keeping.
- Agents can set up notifications in tools like Slack or email whenever a form submission is complete.
These automations enable agencies to respond faster, follow up consistently, and stay organized without additional manual effort.
3. Built-In Follow-Up Automations
Prospect abandonment is a common issue in the insurance industry, but Salt forms address this challenge with built-in automated follow-up reminders. Agencies can schedule up to three reminders to re-engage clients who have not completed their forms. For example:
- First Reminder: 2 hours after abandonment.
- Second Reminder: 1 day later.
- Third Reminder: 3 days later.
These automated reminders help agencies recover lost opportunities by encouraging prospects to complete the process. Because Salt forms cache data, users can pick up exactly where they left off, reducing friction and frustration.
4. Customizable Data Collection
Salt forms provide the flexibility to tailor the data collection process to an agency’s unique needs. This customization ensures agents capture the exact information required to generate accurate quotes or complete underwriting processes. Agencies can:
- Choose which fields to include (e.g., name, email, DOB, vehicle details, or property updates).
- Customize required fields to ensure key data is always collected.
- Adjust form branding to reflect the agency’s professional identity.
This level of control allows agents to focus on relevant client data without overwhelming prospects with unnecessary questions.
5. Streamlined Workflows for Agents and Clients
The combination of integrations and automation creates a more efficient workflow for agents and clients alike. For example:
- Agents no longer need to manually chase down missing details, as Salt forms capture all essential data up front.
- Follow-up reminders and automated processes keep prospects engaged and on track.
- Completed data flows seamlessly into raters, CRMs, and other systems, eliminating delays and manual tasks.
Salt forms help agencies deliver a more professional and responsive experience while freeing up agents to focus on high-value activities like client interactions and sales.
By integrating with major systems, automating workflows, and offering advanced follow-up capabilities, Salt forms provide insurance agencies with the tools needed to improve efficiency and enhance client engagement. These features make Salt forms a valuable addition to any agency looking to streamline its operations and provide exceptional service.
Salt forms are a powerful solution for insurance agencies looking to streamline data collection, reduce manual work, and deliver a better experience for their clients. From seamless integrations with raters like Epic and EZLynx to advanced automation features like follow-up reminders and Zapier workflows, Salt forms help agencies operate more efficiently and close more business.
If you’re ready to take your processes to the next level, let TechMarketer help you connect all your systems. By combining Salt forms with the right tools and integrations, you’ll optimize workflows, improve client interactions, and give your agency a competitive edge.