Are you an insurance broker or agency looking to streamline your car insurance quotation process? This comprehensive car insurance quotation form is designed just for you. It will help you gather crucial information from potential clients, allowing you to provide accurate and tailored insurance quotes.
No matter the size of your business, this form will save you time and effort, while enhancing your customer experience. Give it a try and watch your efficiency soar!
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Questions to include on your car insurance quotation form
1. Applicant Information
Gather basic information about the insurance broker and their company to identify and address their specific needs.
- What is your full name?
- What is your company's name?
- What is your email address?
- What is your phone number?
2. Vehicle Information
Collect details about the vehicle to accurately assess the risks and provide a suitable insurance quote.
- What is the make and model of the vehicle?
- What is the vehicle's registration number?
- What is the vehicle's year of manufacture? (Select year)
- What is the vehicle's approximate market value?
- Is the vehicle modified in any way? (Yes, No)
3. Driver Information
Understand the driver's background and experience to evaluate the risk factors and tailor the insurance policy accordingly.
- What is the driver's age?
- How many years of driving experience does the driver have?
- Has the driver completed any defensive driving courses? (Yes, No)
- Has the driver had any accidents or claims in the past 5 years? (Yes, No)
- If yes, please provide details of the accidents or claims.
The questions about accidents and claims help to assess the driver's risk level and may influence the insurance premium.
4. Coverage Preferences
Determine the insurance broker's preferred level of coverage to offer a suitable policy that meets their needs.
- What type of coverage are you interested in? (Comprehensive, Third Party, Third Party Fire and Theft)
- What is your desired deductible amount?
- Are there any specific additional coverage options you would like to include? (Roadside Assistance, Rental Car, Gap Insurance)
5. Additional Information
Allow the insurance broker to provide any other relevant information that could potentially impact the quotation or policy.
- Do you have any additional comments or concerns regarding the car insurance quote?
Things to consider
- Clarity and Simplicity - Make sure the questions are clear and easy to understand. Use plain language and avoid jargon that could confuse users.
- Field Validation - Implement real-time validation to guide users while they fill out the form. For instance, notify them if an entered email address is incorrect, or if they've missed a required field.
- Responsive Design - Ensure that your form is mobile-friendly and adjusts to different screen sizes. This makes it accessible to users on various devices.
- Progress Indicators - If the form is lengthy, consider using progress indicators to show users how far along they are in the process. This can help keep them engaged and prevent form abandonment.
- Conditional Logic - Use conditional logic to hide or display certain fields based on the user's previous answers. This will keep the form relevant and minimize the number of unnecessary questions.
- Privacy and Security - Be transparent about how you plan to use the information collected, and ensure the form is secure to protect users' sensitive data.
- Test and Optimize - Continually test your form for usability, and make improvements based on user feedback and observed issues. This will help you identify areas that need adjustment and enhance the overall user experience.
How to create your car insurance quotation form
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.