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Commercial insurance questionnaire

commercial insurance questionnaire

Hey there!

Are you an insurance broker serving small to medium-sized businesses? Our Commercial insurance questionnaire is a perfect fit for you. Whether your clients operate in retail, service, manufacturing, or any other domain, this comprehensive list will help gather all the critical info you need. So, let's get started! It's time to simplify the insurance process.

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Questions to include on your Commercial insurance questionnaire

1. Broker Information

This section is for capturing the basic information about the insurance broker.

  • What is your full name?
  • What is your email address?
  • What is your phone number?
  • What is your broker license number?

2. Business Details

This section will help us understand more about the business that needs insurance.

  • What is the name of the business?
  • What is the type of business? (Retail, Manufacturing, Service, Other)
  • How many employees does the business have?
  • What is the annual revenue of the business?

The business type and the annual revenue are crucial to assess the risk associated with the business.

3. Insurance Coverage

This section is to understand the coverage needs of the business.

  • What type of insurance is required? (Property, Liability, Workers' Compensation, Commercial Auto, Business Interruption, Other)
  • What is the desired coverage limit?
  • Has the business previously filed an insurance claim? (Yes, No)

The information about previous claims can help to predict the likelihood of future claims.

4. Risk Management

This section helps us understand the business's risk management practices.

  • Does the business have a safety program in place? (Yes, No)
  • Does the business conduct regular employee training? (Yes, No)

These questions assist in evaluating the business's proactive measures to prevent insurable incidents.

5. Additional Information

This section provides room for any other relevant details.

  • Please provide any additional information we should consider.

A textarea for additional information allows the broker to mention anything not covered in the previous sections, offering a more comprehensive picture of the business's needs.

Things to consider

  1. Simplicity and Clarity - Ensure that the form is easy to understand and fill out. Avoid using technical jargon unless necessary. Keep the questions straightforward and direct.
  2. Logical Flow - Organize your questions in a logical order. This makes it easier for the user to follow and complete the form.
  3. Use of Appropriate Field Types - Make sure to use the correct field types for each question. This not only helps in data validation but also makes the form easier to fill out.
  4. Avoid Redundancy - Do not ask for the same information twice. This can be frustrating for users and may lead them to abandon the form.
  5. Optional vs. Required Fields - Clearly indicate which fields are required and which are optional. This can help prevent confusion and make the form completion process smoother.
  6. Privacy and Data Security - Be transparent about how you will use the information collected from the form. This can help build trust with the users.
  7. Mobile-Friendly Design - Ensure your form is mobile-friendly. Many users will be accessing your form via a mobile device, so it's important it's designed with this in mind.

How to create your Commercial 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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