Discover Lighthouse Insurance
Meet Lighthouse Insurance, a business case study that reflects the needs of any modern insurance or finance firm. Much like Lighthouse Insurance, QRs can help enhance your client engagement and reduce friction.
If you’re looking to future-proof your services, insurance QR codes are an ideal starting point.
Share Contact Details With a vCard
Prospective clients can save your contact details instantly by using a vCard QR code as a sigitla business card. It’s easily added to your emails, website, or policy documents.
This smooths the contact process, especially during urgent claim inquiries and quick queries from long-time customers. Your clients simply scan and save your phone number, email, and address directly to their devices.
Use an App Store QR Code for More Downloads
Your insurance or finance app is a vital bridge between you and your clients. With an app store QR code, you can drive downloads directly from flyers, brochures, or onboarding emails.
Clients simply scan the code and are directed straight to your app. The code detects the user’s device and links them to the right store. That means no extra steps, just instant access.
Send an Insurance Policy With a PDF QR Code
Replace large amounts of paperwork and lengthy email chains with a PDF QR code that links directly to your client’s policy documents, renewal forms, terms, or premium breakdowns.
Whether it’s a vehicle cover or a homeowner’s plan, clients can access their files from any device. It’s clean, organized, and 100% digital, which is perfect for streamlining service.
Benefits and Examples of Using QR Codes in the Insurance Industry
By using the right types of QR codes, your business can offer faster client service, real-time updates, and smarter communication channels.
From claim processing to routine policy updates, QRs simplify the way your clients interact with your business. Here are three high-impact ways to deploy them.
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Fast claim information submissions
Help your customers report claims quickly using a landing page QR code. With just one scan, they’ll be directed to a mobile-friendly form where they can upload photos, fill out details, or check on the status of their claim.
It’s an easy way to direct your clients to the right place, so they can place their claim instantly, removing the hassle of navigating your website manually.
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Simplified periodic policy reviews
Save clients' time and improve retention and confidence using event QR codes that link to your calendar system. Include these on physical notices, emails, or renewal documents to prompt easy booking.
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Convenient list of links for policies
Use a link list code to provide quick access to all your policy types, updates, and FAQs with a single scan, from posters, emails, or landing pages. Clients get a centralized menu of resources, helping them find exactly what they need without digging through your site.
This is especially useful for providers offering more than one type of service. Get a QR code for your finance company’s links, and make a separate code for insurance resources.
How to Create a QR Code for Insurance and Financial Planning Firms
However you manage your client base, QR codes can smooth out many aspects of your day to day business. With QRNow, you can create multiple types of codes in minutes. Here’s how it works:
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1. Select what you want to share
Copy and paste the file, image, or URL you want to make available. Our codes help you share all kinds of links.
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2. Choose a brand-friendly design
Customize your code with your firm’s logo and add a title to give details on what’s linked. For example "2025 Policy Updates", or "Make a claim".
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3. Download your QR code
Your code is ready instantly. Download and add your code to printed materials for clients or your email signature.
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4. Update later if needed
Your dynamic QR can be amended at any time. Got a new link for policies or changed the way customers should get in touch? Update it in seconds.
FAQs About QR Codes for Insurance and Finance Firms
Are QR codes secure enough for sharing sensitive financial documents? Toggle faqs
Yes, you can share private information safely via QR. Simply input a secure URL, encrypted document, or password-protected file you need to share. It’s an easy way to send statements, contracts, or account information to clients.
Can I use QR codes to collect customer signatures? Toggle faqs
Yes, QR codes can redirect clients to e-signature platforms. Clients can quickly review and sign documents for claims, renewals, or policy agreements, without the need for long email chains.
How can QR codes be used for cross-selling financial products? Toggle faqs
QRs can provide customers with direct access to add-ons and extra products, such as calculators, promotional offers, or personalized service pages. You can track scans to evaluate interest and learn more about what attracts your clients.
What are the compliance considerations for QR codes in insurance? Toggle faqs
Ensure that your QR-linked content complies with U.S. data protection laws, such as HIPAA or GLBA, as applicable. Remember to add the appropriate disclaimers and avoid linking to unsecured or unencrypted sites.
Freelance Writer & Cybersecurity Expert
Nicholas Nabakwe is a freelance writer and cybersecurity expert with over 10 years of experience. He writes about VPNs, online privacy, and digital security tools that help people stay safe online
