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Find answers about Forms, Submissions, Integrations, and everything else SALT does.
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The most-read articles for new and experienced users.
What SALT does
→SALT is a data intake platform for insurance agencies. It captures prospect data through customizable Forms (shareable via Links or filled out via Live Intake), keeps the resulting Submissions organized in a workspace, and routes the data to your raters, CRMs, and AMS via Integrations. It's the layer between your prospect and your back-office tools.
Getting startedCreate your first Form
→Your first Form takes about ten minutes. Open Forms, click new, pick the lines of business, and save. SALT generates a primary Link automatically — share that with yourself first, fill it out, and confirm the Submission shows up. Then iterate.
Getting startedGlossary
→Plain-language definitions of every SALT term you'll see in the app — Forms, Links, Submissions, Insureds, Statuses, Tags, and the rest. Bookmark this page; most other articles link back here.
IntegrationsAgencyZoom integration guide
→Connect SALT to AgencyZoom to push completed Submissions as leads and opportunities. The integration creates new leads on submission, matches against existing leads where possible, and handles duplicates and merges. Reauthorization is occasionally required when AgencyZoom's OAuth tokens expire.
Custom QuestionsCustom Questions overview
→A Custom Question is an agency-authored question that captures data SALT's standard question library doesn't cover. They have scopes (per-Submission, per-Driver, per-Vehicle, per-Property, per-Insured), a publishing workflow, plan-tier limits on how many you can publish, and security controls for sensitive data.
Account & BillingPlans and pricing
→SALT offers three standard plans (Propel, Propel+, Middle Market) plus Custom for enterprise. Each plan defines user seats, monthly Submission limits, custom role count, Custom Question count, and whether Reports are available.
Browse by topic
Pick a topic to see every article in that area.
Getting started
5 articles
What SALT does, key terms, and the path from your first form to your first submission.
Forms
10 articles
Build, customize, brand, and manage the forms you share with prospects.
Links
9 articles
Shareable URLs to your forms — branding, primary, archiving, and routing.
Live Intake
6 articles
Run a guided intake during a phone call or in-person conversation.
Submissions
15 articles
Find, manage, and act on the data your prospects send you.
Custom Questions
7 articles
Author agency-specific questions for data the standard library doesn't cover.
Integrations
13 articles
Comparative raters, agency CRMs, and workflow tools connected to SALT.
Data Providers
5 articles
Estated, Fenris, MeasureOne, and how Data Credits work.
Account & Billing
8 articles
Plans, invoices, payment methods, and seat management.
Users & Roles
6 articles
Invite teammates, assign roles, manage access, and turn on Multi-factor Authentication.
Reports
4 articles
Form Insights, Link Performance, and Submission throughput on Middle Market and above.
For your prospects
Articles to share with consumers filling out your forms.
"Form not available" — what it means
This article is for consumers. "Form not available" means the link
Filling out a SALT form
This article is for consumers (prospects). Filling out a SALT form
Phone verification
This article is for consumers. Phone verification sends a one-time
Resuming a saved submission
This article is for consumers. If you started a form and didn't
TCPA consent — what it means
This article is for consumers. The TCPA consent step asks whether
Uploading documents
This article is for consumers. Click or tap the upload area to pick
Security & compliance
Encryption, data handling, audit posture, and certifications — at security.saltinsure.com.