FormIQ Solutions for Insurance
Simplify Insurance Applications & Eliminate PDF Friction
Insurance brokers, MGAs, and agents still rely on outdated PDF workflows for customer applications—resulting in endless follow-ups, incomplete information, and operational inefficiencies. FormIQ modernizes the entire application process for life, health, and specialty insurance products.
Get Started Today
Revolutionize your business with FormIQ. Contact us today to learn more or schedule a demo
The FormIQ Solution
FormIQ empowers insurance brokers with an end-to-end digital workflow for faster, cleaner, and more secure customer applications.
Smart Intake Forms
Collect only relevant data with conditional logic that adjusts to the customer’s answers
Multi-Form Coordination
Automatically pre-fill all required product forms using data collected once
Dynamic Workflow Routing
Collect signatures from the customer, co-signers, internal underwriters, and third-party reviewers as needed
Built for Privacy
Encrypted data, granular access control, and audit logs to meet your obligations under PIPEDA, HIPAA, and more
Centralized Document Vault
Easily access any completed package without sifting through email chains or shared drives