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

Form Feature: State Options Set

"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 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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