Professional Indemnity Proposal Form Template
Use this professional indemnity proposal form template in your organization, configure it and publish it anywhere online.
Customize template
Streamline your insurance contract process with this professional indemnity form template. Secure yet easy to work with, this form can be tailored to your company’s needs using a drag-and-drop editor. Collect all the necessary information formats such as text fields, dropdowns, validated contact fill-ins, file uploads and many more. Then configure notifications to send copies of the proposal to multiple email addresses.
Publish template
Once you have crafted your professional indemnity form, you have several options for making it available to clients and partners. One option is to include it in a web page by simply copying and pasting the embed link. Note that you do not have to update your website if you make future changes to your form. A second method is to use your form as-is—it has its own URL—and share it directly via email and social media. No matter which way it goes, the form displays gracefully on desktops and mobile alike thanks to its responsive layout.
Collect & manage data
123FormBuilder not only sends professional indemnity proposal form submissions electronically but also stores them securely in a dedicated database. This resource is readily available when you log in to your account. You may access data there or export it—as Excel, CSV, or PDF—to your device. In addition, the platform supports numerous third-party integrations, allowing you to sync the proposals with apps such as Dropbox, Salesforce, FreshBooks, and many others.
Optimize processes
Reduce administrative overhead with an upgrade to a web-based professional indemnity proposal form. Gone are the endless paper filing and data entry tasks that plague paper forms. Furthermore, field validation features ensure that the forms you receive are complete, while the digital format eliminates the issue of illegible entries. Be sure to activate the autoresponder, giving it a personalized confirmation message that builds your clients’ confidence in your partnership.
