Forms & Intake
See how OfficeHubb forms collect lead information and how enabled products and questions shape the intake experience.
What it is
OfficeHubb forms collect prospect information in a conversational flow instead of one long traditional form.
Your agency controls which products are offered and which questions are enabled.
What your agency can configure
- Enabled insurance products
- Carrier-related settings
- Optional intake questions
- Custom questions where supported
How forms connect to the rest of OfficeHubb
Completed form submissions can feed the pipeline and related team workflows automatically.
That means your team can move from intake to follow-up without re-entering the same information by hand.
Common questions
Why do some questions appear for one product but not another? Question visibility depends on product selection and agency configuration.
Can we customize the intake experience? Yes. Agencies can configure enabled products and optional questions, while OfficeHubb-managed system questions remain protected.
Where do completed submissions go? They connect into your agency workflow, including the pipeline, according to the product's live setup.