Next generation tools for insurance companies

Keep your insurance customers happy with modern support and sales tools

Offer insurance through modern conversational tools. Present easy to use insurance calculators or provide live chat support on relevant sites. Allow our chatbots to help your customers while your representatives are sleeping.


Perfect for capturing more leads, sales, scheduling and support.

Capture leads
Use serviceforms, live chat and dynamic chatbots to route and convert up to 3 times more leads from your website.
Schedule everything
Automatically book sales demos for individual sales representatives. Schedule appointments, events, classes or equipment.
Customise your communication
Automatically customize your communication with your clients.

Capture up to 3 times more leads from your website


Create conversational modern online forms. They work on all devices and make sure your customers don’t get bored by having to answer multiple longwinded questions at a time. Forms can be also used for payments, donations and recurring subscriptions.


Engage your visitors through conversational bots. They can be assigned to just gather the leads information, or provide more complex actions such as newsletter signups, appointment bookings and direct online payments.

Serviceform is a Verified Stripe Partner

We are a Stripe Partner and follow PCI and GDPR regulations.

Save time by scheduling

With Serviceform, you can allow your customers to book online with availability. Manage your availability for your staff or your equipment, or sell classes and courses.

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Save time by automatically creating proposals

Serviceform can turn your online enquiries into automatically generated proposals. You can modify them before sending them to the client and automatically follow up. No spending time on long word documents or PDF proposals.

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Bring your insurance support, sales and lead generation to the next level