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Boat insurance questionnaire

boat insurance questionnaire

Looking to streamline your boat insurance underwriting process? This Boat Insurance Questionnaire is a perfect fit.

Whether you're an insurance broker or an agent, you will find this form invaluable. It's designed to help collect vital information to assess the risk and determine the premium for boat insurance.

Get ready to gather boat, owner, usage, and coverage details in a very effective way.

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Questions to include on your Boat insurance questionnaire

1. Boat Details

In order to accurately assess and price the risk, you need to gather specific information about the boat itself.

  • What is the make and model of the boat?
  • What year was the boat manufactured?
  • What is the length of the boat? (in feet)
  • What type of boat is it? (Sailboat, Powerboat, Yacht, Personal watercraft, Other)
  • What is the boat’s hull material? (Wood, Aluminum, Steel, Fiberglass, Other)
  • What is the current value of the boat?

The make, model, year, and type of boat can greatly affect the risk associated with the boat. The hull material can also impact the risk as different materials have different susceptibilities to damage.

2. Owner Information

It's essential to determine specifics about the boat owner to assess their risk level.

  • What is the owner's full name?
  • What is the owner's date of birth?
  • Does the owner have any previous boating experience? (Yes, No)
  • If yes, how many years of boating experience does the owner have?
  • Does the owner have any boating certifications?

An owner's experience and certification can play a significant role in determining the risk level, as experienced boaters with certifications may be less likely to have accidents.

3. Usage Information

Understanding how and where the boat is used can also impact the insurance premium.

  • Where is the boat primarily used? (Ocean, Lake, River, Other)
  • How often is the boat used? (Daily, Weekly, Monthly, Seasonally, Other)
  • Is the boat used for commercial purposes? (Yes, No)

Commercial usage usually carries a higher risk and would therefore impact the insurance premium.

4. Coverage Information

Finally, you need to understand what type of coverage the boat owner is looking for.

  • What type of coverage is the owner seeking? (Liability, Collision, Comprehensive, Uninsured/Underinsured boater, Medical payments, Other)
  • What are the desired policy limits?
  • Would the owner like any additional coverage options?

These questions allow you to tailor the policy to meet the owner's specific needs and ensure they understand the coverage options available to them.

Things to consider

  1. User-Friendly Design - Make the form as clear and as intuitive as possible. Group related fields together to make it easier for users to understand and complete.
  2. Optional vs Required Fields - Clearly mark which fields are required and which are optional. This prevents users from getting frustrated if they try to submit the form without filling out all necessary fields.
  3. Help Text and Examples - Providing help text or examples for complex questions can guide users on how to answer them correctly. For instance, what to include in the 'additional coverage options' field.
  4. Validation and Error Handling - Use form validation to ensure that all entered data is in the correct format and within acceptable ranges. Clearly display any errors at the top of the form and next to the field that needs to be corrected.
  5. Save and Continue Later - Depending on the length of your form, users might appreciate the ability to save their progress and continue later. This would require the ability to create an account or provide an email for sending the link to continue.
  6. Security and Privacy - Ensure your form is secure, particularly when sensitive personal information is being collected. Inform users how their data will be stored and used.
  7. Mobile Friendly - Many users will be accessing the form on mobile devices, so ensure your form is responsive and easily readable on smaller screens.

How to create your Boat 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

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