Recognized as one of the Top Franchises for Women and a Top Recession-Proof Franchise by Franchise Business Review, We Insure Group has built a reputation as one of the fastest-growing independent insurance franchise networks in the United States. The company has expanded its footprint across multiple states, combining broad carrier access, centralized operational support, and a franchise model designed to empower independent agency owners.

That scale and recognition are reflected each year at We Insure’s annual Kickoff event in Orlando, where hundreds of insurance professionals, franchise owners, carrier partners, sponsors, and internal teams gather to align on strategy and growth for the year ahead. The event is a visible expression of the company’s national reach and coordinated network.

Behind that experience, however, lies a significant operational responsibility: collecting, organizing, and managing large volumes of information from multiple stakeholder groups, accurately and efficiently.

For Mike. T, Marketing Analyst at We Insure Group, ensuring that data flows smoothly across departments and partners is part of maintaining the professional standard the brand is known for. With complex internal systems, strict procurement processes, and third-party collaborators nationwide, the organization required a flexible digital solution capable of operating seamlessly both inside and outside its corporate environment.

That need ultimately led Mike and his team to Formplus.

Q. Can you tell us a bit about your business: what you do, why you started it, and how that eventually led you to discover and start using Formplus?

• Mike:
  “We Insure Group is an insurance brokerage and insurance franchise business. We’re headquartered in Austin, Texas. We have two divisions: a national sales center that sells insurance like home and auto to people and businesses, and a franchise division where entrepreneurs can open their own We Insure offices.As far as how Formplus came into playing a role, it was really a matter of need. In the insurance industry, many systems are tied to proprietary software that integrates only with tools like Microsoft Office or OneDrive. So when we needed a solution for our annual Kickoff event in Orlando, a form that could be accessed by not just employees but also franchise owners, sponsors, and carrier partners, we realized many internal form tools wouldn’t work. For example, Microsoft Forms wouldn’t be accessible to our external partners. One of the key reasons we selected Formplus was that it was globally accessible and could be used by anyone who needed to register for the event. That feature alone made it a strong fit for us.”

We Insure’s event registration needs highlighted a core limitation of standard internal form tools: lack of external accessibility. Formplus gave them a form system accessible to every stakeholder, regardless of internal software restrictions.

Q. Can you walk us through how Formplus fits into your day-to-day operations, and in what ways it has helped solve the challenges you were facing before?

• Mike:
  “Day-to-day, Formplus makes it easy to manage our registration process as part of a broader marketing strategy. When we launch event registration, we don’t just send a single email; we send a sequence of reminders, drip campaigns, and targeted outreach. By tying registration responses into Google Sheets and connecting that sheet to HubSpot, we can tell exactly who has registered and who hasn’t. That means our automated reminders only go to people who haven’t registered yet, avoiding unnecessary or annoying messages. That was a huge step forward in terms of communication efficiency.Beyond marketing, the structured data from Formplus is accessible to multiple teams. Our finance team, teams across marketing, communications, and carrier relations, consume that data without having to export it or chase down disparate sources. And because Formplus integrates easily with Google Sheets and third-party tools like Zapier, we trust it to keep working without needing constant oversight. I never have to go in and check whether the form is still functioning; it just does.”

Formplus became more than a form; it became a centralized data hub integrated with marketing automation and finance workflows, improving visibility and reducing manual effort across teams.

Q. What about using Formplus has been particularly helpful & made the biggest difference for your work?

• Mike:
  “For us, one of the best features is how easy it is to build conditional logic. We have one form that goes out to all audiences and employees. Depending on what they select, the form displays the information that’s relevant to them. That was extremely helpful and easy to set up. I’ve used other tools that claim to support conditional logic, and it’s always complicated or frustrating to configure. With Formplus, it was intuitive.Another important part has been the Google Sheets integration. We were able to add custom tabs for finance tracking and other needs without breaking the connection, something that often fails with other form systems like Microsoft.”

  Mike also shared how accessible support has been:
  “We reached out to support a few times, and the team was incredibly helpful. That level of support matters when you’re running events that hundreds of people will interact with.”

The blend of conditional logic and reliable integrations helped Mike build a flexible registration system that adapts to varied audiences and workflows without technical bottlenecks.

Q. Are there any specific results, improvements, or changes you’ve noticed since adopting Formplus?

• Mike:
  “Absolutely. One of the most noticeable improvements has been in our communications. Because the registration data feeds into marketing automation, we no longer send redundant reminder emails. That improves our audience’s experience and keeps our messaging intentional. Cross-team collaboration has also improved. Finance, communications, and carrier relations, everyone can access the same structured data and customize their own view without affecting others. We avoid chasing missing information or dealing with inconsistent fields.We’ve also been able to extend Formplus beyond internal registration. For example, one of our franchise owners ran a holiday activation using a Formplus form linked to a QR code. People scanned, submitted their info, and received both a photo and a quote. That level of public accessibility simply wouldn’t work with internal-only form tools.”

From cleaner communications to creative franchise use cases, Formplus has helped We Insure deliver reliable, scalable, and high-impact experiences.

Q. Looking ahead, how do you see Formplus supporting your plans or helping you scale your services?

• Mike:
  “Right now, we primarily use Formplus between September and January for our Kickoff registration, but I’m actively advocating for broader use throughout the year. From a technical standpoint, there’s really no strong reason not to use it more broadly. It’s just a matter of expanding adoption internally.”

Formplus positions itself not as a one-off event tool but as a flexible form solution that scales across use cases and teams as We Insure grows.

Closing Reflection

We Insure’s story is one of accessibility, flexibility, and strategic integration. In a regulated industry with proprietary systems and strict access controls, Formplus unlocked the ability to collect and manage information from internal teams, franchise owners, sponsors, and the public, all in a single, structured system.

Instead of juggling disparate tools that couldn’t talk to each other, We Insure now uses Formplus to power event registration, drive targeted communications, support cross-team collaboration, and enable creative franchise activations.

With features like conditional logic, Google Sheets integration, CRM connectivity, and mobile-friendly forms, Formplus has become an essential platform for both annual events and future growth initiatives.

For businesses handling multi-audience registrations, running marketing campaigns, or capturing leads that need to flow into broader systems, we offer a flexible, scalable, and accessible solution.

With Formplus, you can:

• Build custom digital forms that reflect your brand
• Use conditional logic to tailor experiences by audience
• Integrate form data with marketing and operational systems
• Collect structured data that serves multiple teams without redundancy

Formplus transforms information collection from a logistical challenge into an organized, actionable resource.

Get started with Formplus today and unlock smarter, more connected workflows →