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Understanding SALT Forms
Understanding SALT Forms

Read more about SALT's approach to Forms.

Updated over a week ago

SALT has taken a different approach than most generic form builders in that SALT Forms are designed around comparative raters and the data required to get a quote.

SALT Forms, also referred to as "links," are meant to be sent directly to a prospect as a digital fact finder coupled with an incredibly unique customer experience.

When a prospect clicks the link to your Form, SALT takes the prospect through a custom insurance application experience built from your Form's specified configuration.

SALT Forms allow you to:

  • Track "Lead" Sources 🔎
    Track each submission’s source, whether a global agency, specific location, producer, or referral. SALT records where each submission was sourced using data from your form's link.

  • Benefit from Form Customization 🛠️
    SALT Forms are powered by pre-built Question, Confirmation, and Reminder steps that support limited customization to fit your Agency's specific needs.

  • Share with Ease 🤳🏻
    Accessing your digital application has never been easier. Share a link to your Form via email, text, etc. Add QR Codes to your printed material, embed the link to your website, and more!

  • Receive Instant Notifications 📳
    Each Form has notification rules, allowing you to configure which employees are notified upon each new submission.

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