Turn every “can you…” text into a clean request.
Give clients one link to request a policy change. It asks the right questions based on the kind of policy they have, and the request lands in your inbox — organized, in writing, and ready to act on. Especially useful if you don’t have a website with request forms.
How a service request works
You stay in control the whole way — the client does the typing, and the finished request comes to you to act on.
- You send a link
- Client fills it out
- It comes back to you
- You process it
Please note:service requests are not processed, submitted, or acted on in any way by DigitalAgentForms. We only collect the client’s request and deliver it to you. Every request must be reviewed and processed by the agent or broker through their own agency management system or carrier.
So many ways it saves you time
Nearly every routine request your clients call about can start with a link instead — no phone tag, nothing lost on a sticky note.
Auto
The change requests that fill your voicemail.- Add or remove a vehicle
- Add or remove a driver
- Request new auto ID cards
- Change the garaging address
- Report rideshare or business use
Home
Everything a homeowner emails you about.- Add or update a mortgagee / lienholder
- Update the home after a renovation
- Schedule jewelry or valuables
- Change the mailing address
- Increase dwelling or contents limits
Commercial
The requests that can't wait.- Request a Certificate of Insurance (COI)
- Add an additional insured
- Update payroll or gross receipts
- Add a location or vehicle
- Add or increase coverage
Every policy
The routine asks that still take a phone call.- Update contact or billing info
- Ask a payment or billing question
- Request policy documents
- Start a claim intake
- Cancel or non-renew a policy
It asks the right questions
One link, but it adapts. The request form shows the fields that matter for the client’s policy type — so you get complete information the first time, not a half-finished note.
Auto
Which vehicle? VIN, lienholder, drivers, effective date.
Home
Mortgagee details, renovation specifics, items to schedule.
Commercial
Certificate holder, additional insured, updated exposures.
No website? No problem.
You don’t need to build anything. Put your request link wherever your clients already find you.
Your email signature
Every email you send becomes a way to request changes.
Your Google Business Profile
Clients searching your name find a way to reach you that isn't the phone.
Your Facebook page
Add it as your page button or pin it to the top.
A reply to any text
Someone texts “can you add my car?” — reply with the link.
A voicemail greeting
“…or visit my link to request a change any time.”
A business-card QR code
Hand them a card that starts a request in one tap.
Why agents love it
Fewer rounds of phone tag
The client fills in the details once, on their own time — not by trading three voicemails with you.
Nothing slips through the cracks
Every request is in writing and in one place, instead of on a sticky note or buried in a text thread.
A professional front, no website needed
Clients get a clean, branded experience even if all you have today is a phone and an email address.
Works from your phone
You’re out of the office? Requests still come in organized and ready to act on.
Ready to stop re-typing applications?
Start free — no credit card. Fill your first supplemental in minutes.