Policy Service Forms

Offer 24/7 service to your insureds.

Use our built-in, user-friendly policy update forms.

All Banyan Theory websites have the (free) option to include policy service forms. These forms allow your insureds to submit policy change requests or activities to you via your website, 24/7. The following forms are available (but we can also build custom forms upon request):

  • General policy update
  • Add or remove a driver
  • Add or remove a vehicle
  • Update contact information
  • Order Auto ID cards
  • Request certificate of insurance

All policy service forms are securely submitted and delivered via LightRail.

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