Built for insurance teams — no IT required

Secure forms.
No login for clients.

Create intake forms, send clients a secure link, and watch submissions land in your database automatically — no portals, no friction.

Free plan available. No credit card required.

Trusted by independent agencies and TPAs across the US

Independent Agency Co. • • • Acme TPA Partners • • • Midwest Carrier Group • • • BrightRisk Solutions

Everything you need

Built for insurance workflows

From conditional logic to file attachments with OCR — FormVault handles the full intake lifecycle.

Secure share links

Generate a unique link for each form. Clients open it, fill it, submit — no account creation, no login friction. Works on any device.

Auto database storage

Every submission lands in your PostgreSQL database the moment it's submitted. No email attachments, no lost data, no manual exports.

Conditional logic

Show or hide form sections based on how clients answer. Keep forms short and relevant — only the right questions appear.

File attachments + OCR

Request photos, PDFs, or documents. OCR scans each file to verify it matches the expected document type before it's stored.

API-first design

Embed FormVault into your existing software stack. Webhooks fire on every submission, so your back-office systems stay in sync automatically.

One-time forms

Set a form to expire after one submission — perfect for claim intake where you never want a link reused by accident.

Try it now

See FormVault in action

This is a real insurance claim intake form — fill it out and hit submit. No account needed.

Insurance Claim Intake

Secured by FormVault — no login required

Live

Click or drag a file here

PDF, JPG, PNG up to 10MB

Your submission is encrypted and stored securely.

Want to build your own form? Create a free account →

Simple setup

Up and running in minutes

No developer required. No onboarding calls. Build, share, collect.

1

Build your form

Add fields, set conditional rules, upload your logo. Drag-and-drop form builder — no code, no training required.

2

Share the link

Send clients a secure, unique URL via email, text, or your existing portal. They open it and fill — no login needed.

3

Collect and review

Submissions land in your database instantly. Review, search, and export from your admin dashboard anytime.

Customer stories

Agencies love FormVault

★★★★★

"We replaced our PDF intake forms with FormVault in a single afternoon. Clients stopped calling us confused about where to send documents."

JL

Jason Liu

Operations Lead, Hartwell Insurance

★★★★★

"Conditional logic alone saved us 40% of intake call volume. Clients only see the fields relevant to their claim type."

MR

Maria Reyes

TPA Director, Clarity Claims Group

★★★★★

"The one-time form option is exactly what we needed for liability claims. No more stale links sitting in client inboxes."

DW

David Walsh

Agency Owner, Walsh & Associates

Pricing

Simple, transparent pricing

No per-submission fees. No surprises.

Starter

For small agencies getting started

$29 /month
  • 5 active forms
  • 500 submissions/mo
  • Conditional logic
  • File attachments
  • Email support
Start free trial
POPULAR

Professional

For growing agencies and TPAs

$79 /month
  • Unlimited forms
  • 10,000 submissions/mo
  • OCR document scanning
  • API access + webhooks
  • Priority support
Start free trial

Ready to replace your intake headaches?

Join 400+ agencies and TPAs already using FormVault to streamline claim intake.

Create your first form free →

Free plan available. No credit card required.