People hate to fill out forms. The next time you’re in a waiting room of any kind, look around you. If there’s a person frowning, there’s a good chance they’re filling out a form on a clipboard.
Filling out forms can be frustrating and confusing. Insurance companies face an even larger hurdle than other industries because there are so many variables involved in determining a rate.
It’s for this reason that many potential customers shop online to research quotes. They are looking for an intuitive, quick way to get a quote without all of the frustration and cumbersome questions. To help satisfy these requirements, insurance companies should incorporate these best practices when implementing their online form design.
1.) Remove All of Your Optional Fields
The goal of the web form is completion in order for the customer to get the quote price, which should hopefully then facilitate interest.
Let’s remember what online insurance customers want. They’re looking for something that won’t take much time. They want something that can be done without too much divulging too much information. They also want a form that’s is easy to understand.
To alleviate your customers’ anxieties, make it a point to eliminate most, if not all, optional fields. Optional fields only give users more to scan and lower their chances of completion. Any miscellaneous information can be addressed once the user receives the quote.
2.) Label Fields to Address Your Customers’ Intent
When a user fills out an insurance quote form, they want to fill it out quickly, but they also want to fill it out correctly. An error could result in a higher rate or denial after all.
You’ll never hear a person complain about their insurance being too low. Therefore, the form should be laid out in way that best serves their interaction with the form, and a major part component of this will be the labeling of the fields.
Left aligned labeling may be better for accuracy because it forces users to scan more carefully. However, top and right aligned labeling will encourage faster completion times as your quotes form are simple and devoid of advanced fields.
3.) Ensure Your Customer Has a Clear Path to Their Primary Action
Try to put your quotes form on the home page, and make sure it won’t comprise multiple pages. That way, you won’t need navigation buttons such as a save and cancel buttons. You will then just have a primary action button: submit.
As a result of this simple layout, it can be easy to dismiss the design and layout of the primary action button. The primary action is still the most important part of the form. If your users don’t click on the action, your form is useless. Therefore, make the submit button stand out. Put it in a color that’s dramatically different from the color of the form. It should be the first thing a user sees in the last scan line.
If you do have secondary buttons due your form’s multiple pages, try to differentiate them from the primary action button. Make them a different color, and place them after the primary action button to minimize any confusion.
4.) Use Form Design Software to Get More Attractive Forms
The key to insurance form design is simplicity. Simple forms encourage completion. Luckily, form design in itself does not have to be difficult either.
Logiforms form design software delivers an intuitive platform to create the great forms, using these and other industry-best practices. For more information on how we can help you create the great insurance forms, contact us today.