Help & getting started
Everything you need to fill and send insurance forms — and answers to the questions we hear most.
How it works
- You send it
- Client completes it
- It comes back to you
- Send it — or file it
Open the forms browser
From your dashboard, click the big “Fill or send a form” tile to see all 100+ applications. Search or filter by category.
Fill it — or send it
Pick a form and complete it yourself, or click “Send to client” to email them a secure link so they fill it in for you.
It comes back to you
Completed forms save to your dashboard, a copy is emailed to you, and you can download the PDF anytime.
Frequently asked questions
What email address do these applications come from?
When you send a form to a client, the email comes from forms@clientformlink.com — a dedicated domain just for client-facing forms. Your own copies, receipts, and support replies come from support@digitalagentforms.com.
How do I send a form to a client?
Open any form and use the “Send to client” panel — enter the client’s name and email, and we’ll send them a secure link. When they finish, the completed application lands in your dashboard and is emailed to you.
Can my client fill it out on their phone?
Yes. The link works on any device, and the form is built to be quick to complete on a phone.
Where do completed forms go?
Every completed form is saved in your dashboard as a downloadable PDF, and a copy is emailed to you. Nothing is sent to any third party.
How many forms can I send during the free trial?
Your 7-day free trial includes up to 10 forms. Upgrade any time from your Billing page to keep going.
What happens if I cancel?
You can cancel anytime — no contract. Your account becomes read-only so you can still view and download your completed forms, and we keep them for 6 months. Reactivate anytime and your past forms come right back.
Still stuck? Contact support.