Capturing accurate contact information is critical for insurance agents. Whether you’re collecting leads from a landing page or onboarding a new client, you need a seamless way to gather and store addresses—without manual errors or incomplete data.
With the latest update to Agent CRM Forms & Surveys, you can now enable Auto-Complete Address to make data entry faster, more accurate, and easier for your prospects and clients. In this guide, we’ll walk you through exactly how to use this feature and where it can make the biggest impact in your business.
✅ What’s New in Agent CRM Forms & Surveys?
The latest upgrade brings powerful new address input capabilities, including:
📍 Mandatory Search Bar – Users must select a valid address from auto-complete suggestions before proceeding.
📍 Flexible Address Entry – When disabled, users can manually enter any address without selecting from the list.
📍 Concise Forms & Surveys – Hide extra address fields and let auto-complete fill them in for a cleaner look.
📍 Improved Accuracy & Efficiency – Ensures correct address entry with fewer mistakes and missing details.
📍 Customizable Settings – You decide whether to enforce address selection or allow manual entry.
These updates help insurance agents create more efficient, professional forms—leading to better lead capture and smoother client onboarding.
✅ Step-by-Step: How to Enable Auto-Complete Address in Forms & Surveys
Step 1: Add the Address Field to Your Form or Survey
1️⃣ Go to Sites > Forms/Surveys inside Agent CRM.
2️⃣ Open the form or survey you want to edit or create a new one.
3️⃣ Drag and drop the Address field onto your form.
Step 2: Enable Auto-Complete Address
1️⃣ Click on the Address field in your form.
2️⃣ Toggle on Auto-Complete Address to activate the feature.
3️⃣ Save your form.
Now, whenever someone starts typing an address, they’ll see auto-complete suggestions—and selecting one will instantly fill in the full address details.
Step 3: Enable the Mandatory Search Bar (Optional)
Want to ensure every user selects a valid address from the auto-complete list?
1️⃣ In the form builder, navigate to the Address field settings.
2️⃣ Enable the Mandatory Address Search Bar toggle.
3️⃣ Save your form.
This guarantees that no incomplete or incorrect addresses are submitted. If a user tries to enter an address manually instead of selecting from the list, they won’t be able to proceed.
Step 4: Customize the Display for a Cleaner Form
If you want a simplified form design with fewer visible fields:
1️⃣ Hide additional address fields (Street, City, Zip, State, Country).
2️⃣ When a user selects an address from the search bar, all hidden fields will be automatically populated in the background.
💡 Best Use Case: Lead generation forms—keep them clean and user-friendly while still collecting full address details.
💡 Where to Use Auto-Complete Address in Your Business
This feature is a game-changer for insurance agents who rely on accurate address collection. Here are a few ways you can use it:
🔹 Client Onboarding Forms
Ensure new clients enter the correct address when submitting policy applications, reducing errors in official documents.
🔹 Quote Request Forms
Whether you’re offering home, auto, or life insurance, having accurate addresses makes it easier to generate quotes quickly.
🔹 Lead Capture Landing Pages
When running ads or social media promotions, use this feature to collect verified addresses from leads without making the form look overwhelming.
🔹 Appointment Scheduling Forms
Capture address details when a client books a consultation, ensuring you have the correct location if you need to meet in person.
🔹 Policy Renewal & Update Forms
Make it easy for existing clients to update their address with a seamless auto-complete form, avoiding errors or incomplete submissions.
🔥 Why Insurance Agents Should Use This Feature
✅ Faster Form Completion – Clients don’t have to type full addresses manually.
✅ Better Data Accuracy – Eliminates mistakes and ensures you get the right address the first time.
✅ Cleaner, More Professional Forms – Keep your forms concise while still capturing essential details.
✅ Customizable Settings – Use the Mandatory Search Bar for required selections or allow manual entry.
These improvements help you capture better leads, onboard clients smoothly, and reduce data entry mistakes.
🚀 Start Using Auto-Complete Address in Your Forms Today!
This feature is now live inside Agent CRM and ready for you to use!
1️⃣ Log into Agent CRM
2️⃣ Open your Forms & Surveys
3️⃣ Enable Auto-Complete Address to start collecting accurate data effortlessly
👉 Not using Agent CRM yet? Sign up for a 14-day free trial today at www.agent-crm.com and try it for yourself!
