While at the time, our app doesn't have a built-in feature to generate a 'continue link,' you can manually create one by following the format below:
This link can then be sent to prospects so they can finish a submission begun by the agent.
To Create a Continue Link/URL:
Navigate to Forms and select Share under the form you want to send to the prospect.
Copy the URL provided, and enter it in your browser.
Fill out any information you don't want your prospect to have to enter.
(Note: You can skip any question without a red asterisk[*] present.)
Once you've finished pre-filling the information, you'll have 2 options:
Tap Back until you are at the beginning of the submission, then proceed with step 4. (below) to send the "continue link."
If you've made it to the end of the form, you'll see the following screen:
Your prospects will need to:
tap Edit (circled in red) for each category.They can then select Back which should take them to the very beginning of the form, and allow them to go through each step ensuring the info is correct.They will then see the same screen as pictured above and can select the checkbox to verify the info is correct, and submit.
Copy the URL and be sure it matches the format provided at the beginning of this article.
If your prospect's submission ID was Su_GDxbbYtjbkp, the full continue URL would be: https://insuranceform.app/s/Su_GDxbbYtjbkp/continue
FAQs
What is a "Submission ID?"
What is a "Submission ID?"
A Submission ID is a unique identifier assigned to your prospect entry as soon as it's entered into our system. This ID may be requested by our support or development team for identification and/or troubleshooting purposes.
How do I find the "Submission ID" for my prospect?
How do I find the "Submission ID" for my prospect?
The Submission ID can be found by selecting one of your most recent submissions from your Dashboard, or navigating to the "Submission" section and selecting the submission for the prospect you'd like to send a direct link to.
You'll find the ID at the top of the "DETAILS" sidebar in the top-left corner of the submission. (Note: You can easily copy the ID by tapping on the paper icon to the right of the ID.)