If you're in the insurance industry, particularly as a broker, this Income protection insurance questionnaire can be a game-changer.
It's ideal for both large insurance firms and small brokerages looking to streamline their process. This questionnaire is designed to gather comprehensive information about your clients swiftly and efficiently.
So, go ahead and utilize this form to enhance your client intake process. It's a breeze!
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Questions to include on your Income protection insurance questionnaire
1. Broker Information
This information is necessary to identify the broker who is filling out the form.
- What is your name?
- What is your broker number?
- Which insurance company are you associated with?
- What is your email address?
- What is your contact number?
2. Client Information
You need to collect information about the client to understand their situation and needs.
- What is the client's name?
- What is the client's date of birth?
- What is the client's gender? (Male, Female)
- What is the client's occupation?
- Does the client smoke? (Yes, No)
- Does the client have any existing medical conditions? (Yes, No)
The question about existing medical conditions is important as it affects the risk assessment and premium calculation for the insurance.
3. Income Information
This part of the form is about the client's income details which will help in determining the level of income protection required.
- What is the client's annual income?
- What is the client's source of income? (Employment, Self-employed, Other)
- If other, please specify.
4. Coverage Preferences
These questions help in understanding the client's preference for the insurance coverage.
- How much coverage does the client want?
- What is the preferred payment frequency? (Monthly, Quarterly, Annually)
- Does the client want any additional riders? (Yes, No)
- If yes, please specify.
The selection of additional riders is an essential factor as it can provide additional benefits on top of the base insurance policy.
Things to consider
- Clear Instructions - Always provide clear and concise instructions for each question. This will help the user understand what is required and reduce the likelihood of errors or misunderstandings.
- Group Related Questions - Group related questions together to make the form easier to navigate. This can also help the user understand the context of the questions.
- Use Appropriate Field Types - Using the correct field type for each question can make the form easier to fill out and reduce errors. For instance, use date fields for dates and number fields for numerical input.
- Error Validation - Implement error validation to ensure the data entered is in the correct format. This can prevent issues later on when processing the data.
- Optional and Mandatory Fields - Clearly indicate which fields are mandatory and which are optional. This can prevent unnecessary frustration if a user tries to submit a form without filling in all the required fields.
- Privacy Considerations - Ensure the form complies with all relevant privacy laws and regulations. This is especially important when collecting sensitive information such as health details.
- Test the Form - Before rolling out the form, make sure to test it thoroughly. This can help identify and fix any issues before the form is used by real users.
How to create your Income protection 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.