Hello there!
Are you an insurance broker or an insurance company? Then this Disability Insurance Questionnaire is perfect for your needs. It's designed to gather all the necessary information from your clients swiftly and efficiently. This is your one-stop solution to streamline the disability insurance application process. Go ahead and give it a try!
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Questions to include on your Disability insurance questionnaire
1. Broker Information
This section gathers essential information about the insurance broker filling out the form.
- What is your name?
- What is your broker number?
- What is your email address?
2. Client Information
It's crucial to know about the client the broker is representing, as this will affect the type and extent of the disability insurance required.
- What is the client's full name?
- What is the client's date of birth?
- What is the client's gender? (Male, Female)
3. Health Status
Collecting information about the client's health status is necessary to evaluate potential risks and to determine the insurance premium.
- Does the client smoke? (Yes, No)
- Does the client have any pre-existing medical conditions? (Yes, No)
- If yes, please provide details.
Understanding the client's pre-existing conditions helps underwriters assess the risk associated with their policy, in turn, determining their coverage and premiums.
4. Employment Information
Employment information is essential to determine the client's income replacement needs in case of disability.
- What is the client's current occupation?
- Is the client's employment full-time or part-time? (Full-time, Part-time)
- Is the client self-employed? (Yes, No)
5. Insurance Coverage Details
Specific details about the desired policy allow the insurance company to tailor the coverage to the client's needs.
- What is the desired coverage amount?
- What is the desired policy term? (1 Year, 5 Years, 10 Years, To Age 65, To Age 70)
The desired coverage and policy term questions are critical to understand the client’s coverage needs and preferences. This helps in customizing the insurance policy to best meet their requirements.
Things to consider
- Ensure Clarity of Questions - Make sure your questions are clear and straightforward to avoid confusion. Avoid industry-specific jargon unless absolutely necessary.
- Keep it Brief - Asking too many questions in a form can be off-putting. Try to limit your questions to those that are absolutely necessary.
- Use the Right Input Types - Using the correct input types for each question (text, number, date, select, etc.) not only makes it easier for users to fill out the form but also ensures you get responses in the format you need.
- Protect Privacy - Since the form includes sensitive client information, make sure you follow all necessary data protection regulations to ensure the privacy and security of the data collected.
- Include Tooltips or Help Text - For complex questions, consider including tooltips or help text to guide users on how to fill out the form correctly.
- Validate Input - Implement validation rules to the form fields to ensure that input data is in the correct format. This also helps to ensure the data collected is accurate and useful.
- Mobile-Friendly Design - Ensure your form is easy to complete on mobile devices as well as desktops. This is especially important as many brokers could be filling out these forms on the go.
How to create your Disability 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.