Are you in the auto insurance industry? This form is perfect for you!
Designed specifically for Insurance Brokers, our Auto insurance questionnaire is a game-changer.
Whether you're a large brokerage firm, a small independent agency or a tech platform catering to insurance services, this structured questionnaire will help streamline your data collection and client management efforts. It's time to elevate your business!
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Questions to include on your Auto insurance questionnaire
1. Personal Information
This section is needed to record the basic information about the insurance broker and serve as a point of contact.
- What is your full name?
- What is your email address?
- What is your phone number?
- What is your date of birth?
2. Professional Details
These questions aim to understand the professional standing and experience of the insurance broker in the auto insurance market.
- What is the name of your insurance brokerage?
- How many years have you been in the auto insurance industry?
- What is your license number?
- Do you have any additional certifications? (Yes/No)
- If yes, please specify. (This question will appear only if the broker answers 'Yes' to the previous question. It allows the broker to list any additional qualifications they may have.)
3. Information About Clients
This section will help understand the broker's client base and area of focus within auto insurance.
- What is the average age range of your clientele? (18-25, 26-35, 36-45, 46-55, 56 or older)
- What type of auto insurance do most of your clients get? (Comprehensive, Third-party, Third-party, fire and theft)
- How many clients do you currently manage?
4. Business Practices
These are important to understand how the broker conducts business and their familiarity with online tools.
- Do you use any online tools or software for client management? (Yes/No)
- If yes, please specify. (This question will appear only if the broker answers 'Yes' to the previous question. It can give a sense of the broker's technological proficiency.)
- Do you prefer online or offline communication with clients? (Online/Offline/Both)
- How do you usually find new clients? (This open-ended question can provide insights into the broker's business development strategies.)
Things to consider
- Clear and Concise Questions - Make sure the questions are straightforward and easy to understand. Ambiguity will lead to confusion and may result in incorrect or inaccurate answers.
- Logical Flow - Arrange the questions in a logical order to make the form easier to follow. For instance, start with personal details before moving on to professional information.
- Optional vs. Required Fields - Clearly indicate which fields are optional and which are mandatory. This can prevent users from getting frustrated if they cannot submit the form due to missing required information.
- Conditional Logic - Use conditional logic to hide or display questions based on previous responses. This can make the form shorter and more personalized, thus enhancing user experience.
- Use of Dropdowns and Radio Buttons - For questions with preset answers, use dropdown menus or radio buttons. This makes answering these questions faster and easier, and ensures consistency of responses.
- Limit Open-Ended Questions - While some open-ended questions are necessary, try to limit their number. They require more effort to answer and can discourage users from completing the form.
- Form Accessibility - Ensure the form is accessible to all users, including those with disabilities. This includes using a readable font size, high-contrast colors, and including alternative text for any images.
How to create your Auto insurance questionnaire
Now that you know what questions you should include, it's time to build your form!
The only problem is that traditional forms tools are inefficient.
People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email.
That's why you should give Content Snare a try.
Content Snare is packed with advanced features that will have you hours:
- Automatic reminders - Remind people to complete their form with fully customizable reminders.
- Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
- Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
- Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.
Give it a go by signing up for your free 14-day trial.