SALT Insure

Learn all about configuring & managing your SALT Forms.

Forms 101: Getting Started

Learn about Form settings and how you can customize Forms to fit your agency's needs.

Form/Link Settings

Learn how to configure your form by adding/removing the provided questions(aka "steps").

Adding/Removing Form Steps

Learn how to embed SALT forms on your website, social media platform, and more.

Embed SALT Form/Link

How to remove unneeded SALT forms from your Forms section.

Archiving/Deleting Forms

Duplicating Forms

Learn how to create a form dedicated to your referral partners.

Creating 'Referral Partner' Forms

Learn how you can use SALT forms to gather info for a 'Renters' quote.

'Renters' Form Recommendations

Tracking Referral Sources

Form Step: State Filter / Coverage State

Learn about the "Customizable Options Set" SALT Form Feature, allowing you to tailor coverage options based on state, recommendation, etc.

Customizable Coverage Options

"No Access" Spam Notice

Learn your way around our newest feature, Links!

"Links" 101: Getting Started

Learn your way around Form Themes, a branding feature provided by SALT

Branding: Form Themes

Learn how creating a dedicated form for manual document upload can streamline the quoting process for both you and your customers.

Creating a Document Upload Form (Manual Collection)

Learn how to get the most out of SALT's forms and links

Forms & Links

Learn how you can use the "Notes" step to ask for additional info from the prospect.

Can I add my own questions?

Form FAQs

SALT News Center

Find answers and get help from Intercom Support and Community Experts

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