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.

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

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

How to remove unneeded SALT forms from your Forms section.

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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