Collect Information & Opt-In Seamlessly

In today's insurance industry, being able to gather your clients information easily is key to success

Already Made For you

Access 10 pre-built forms & surveys for Medicare, health, & life insurance—everything from quotes to marketing outreach.

Compliance Simplified

Collect signatures, IP addresses, & timestamps for CMS audits with automatic PDF exports for easy compliance.

Automated Follow-Ups

Pre-tied automations instantly send emails, texts, & notifications based on form responses, boosting conversions effortlessly.

Customizable Anytime

Use drag-and-drop tools to build branded forms & surveys that fit your agency’s unique needs. Tons of templates available.

QR Code Integrations

Link forms to branded QR codes for quick lead capture at events, in mailers, & on social media. These are a game changer.

Centralized Submissions

Store all form responses directly in client profiles for fast access, easy exports, & streamlined follow-ups to leads & clients.

THINK ABOUT THIS

What if every lead form you sent didn’t just capture information—but automatically triggered follow-ups, stored compliance data, and updated client profiles in real-time? Imagine the time you’d save, the leads you’d convert, and the stress you’d eliminate. With LYNC CRM’s Forms & Surveys, it’s not just possible—it’s built-in.

LYNC HELPS YOU IN YOUR PATH TO SUCCESS

Want to know more?

Frequently Asked Questions

We understand you have questions. Hopefully, these commons help you out.

What types of forms and surveys are included in LYNC CRM?

LYNC CRM offers 12 pre-built forms and surveys specifically for Medicare, health, and life insurance agents. This includes full Medicare and ACA surveys, life insurance quotes, T65 outreach, compliance forms, and more.

Can I customize the pre-built forms to fit my agency’s needs?

Absolutely! You can edit, add fields, or create entirely new forms using our drag-and-drop builder—ensuring every form matches your brand and information requirements.

Are the forms compliant with industry regulations?

Yes. Every form captures signatures, IP addresses, and timestamps to meet CMS and industry compliance standards, with instant PDF export for audits.

Can I link forms to QR codes for easy lead capture?

Yes! LYNC CRM allows you to generate custom QR codes for any form or survey—perfect for capturing leads at events, on flyers, or through social media.

How are form submissions stored and accessed?

All submissions are stored directly in the client or lead’s profile within LYNC CRM, making them easy to access, download as PDFs, and use for follow-ups or compliance checks.