# How Diversified Insurance Brokers uses Jotform

**500 forms a month**: “DIB now processes about 500 forms a month with fully automated data capture and CRM sync”

As published on [jotform.com](https://www.jotform.com/customer-stories/diversified-insurance-brokers/). Captured by usedby on 2026-10-08.

- Company: [Diversified Insurance Brokers](https://www.usedby.ai/companies/diversified-insurance-brokers.md)
- Tool: [Jotform](https://www.usedby.ai/tools/jotform.md)

## What the story says

DIB uses Jotform to capture leads from its website, email signatures, and social media, and to manage registrations for its workshops and events. The forms are connected directly to its CRM, monday.com, so captured data no longer has to be entered manually.

Summary written by usedby from the source page, in English. The figures are those of Jotform and Diversified Insurance Brokers, not ours.

> DIB now processes about 500 forms a month with fully automated data capture and CRM sync — a volume Chief Underwriter Jason Stolz says would be "literally impossible" to manage manually.

- **1,000**: “As DIB's workshop and event business grew from roughly 10 attendees a month to as many as 1,000, its manual process — tracking attendee data through spreadsheets and Salesforce — could no longer keep pace.”

> It would be impossible to do what we're doing without Jotform.
>
> Jason Stolz, Chief Underwriter

> It would be impossible to do what we're doing manually, without Jotform — literally impossible.
>
> Jason Stolz, Chief Underwriter

## What usedby checked

We compared the story with its live page on 2026-10-08.

- Checked: the figure 500 forms a month is printed word for word on the page, near the name of Diversified Insurance Brokers.
- Checked: the passage quoted above is copied word for word from the page, near the name of Diversified Insurance Brokers.
- Checked: Diversified Insurance Brokers uses Jotform. Confirmed line. Latest check across sources: 2026-10-08.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/diversified-insurance-brokers-jotform · How we check: https://www.usedby.ai/methodology