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.
Submissions today
247
Trusted by independent agencies and TPAs across the US
Everything you need
From conditional logic to file attachments with OCR — FormVault handles the full intake lifecycle.
Generate a unique link for each form. Clients open it, fill it, submit — no account creation, no login friction. Works on any device.
Every submission lands in your PostgreSQL database the moment it's submitted. No email attachments, no lost data, no manual exports.
Show or hide form sections based on how clients answer. Keep forms short and relevant — only the right questions appear.
Request photos, PDFs, or documents. OCR scans each file to verify it matches the expected document type before it's stored.
Embed FormVault into your existing software stack. Webhooks fire on every submission, so your back-office systems stay in sync automatically.
Set a form to expire after one submission — perfect for claim intake where you never want a link reused by accident.
Try it now
This is a real insurance claim intake form — fill it out and hit submit. No account needed.
Secured by FormVault — no login required
Your submission has been received. We'll review it and get back to you within 1 business day.
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Simple setup
No developer required. No onboarding calls. Build, share, collect.
Add fields, set conditional rules, upload your logo. Drag-and-drop form builder — no code, no training required.
Send clients a secure, unique URL via email, text, or your existing portal. They open it and fill — no login needed.
Submissions land in your database instantly. Review, search, and export from your admin dashboard anytime.
Customer stories
"We replaced our PDF intake forms with FormVault in a single afternoon. Clients stopped calling us confused about where to send documents."
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."
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."
David Walsh
Agency Owner, Walsh & Associates
Pricing
No per-submission fees. No surprises.
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Join 400+ agencies and TPAs already using FormVault to streamline claim intake.
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