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Insurance personal information questionnaire

insurance personal information questionnaire

Hey there,

Are you an insurance broker looking to streamline your client onboarding process? This Insurance Personal Information Questionnaire is the perfect tool for you.

It's also ideal for insurance agencies, financial consultants, or any business needing to understand their customers' insurance needs and financial status.

Use this form to gather all the necessary details in one go. Make your business more efficient while providing a smoother experience for your clients.

Tired of chasing people to fill out your forms? Try Content Snare

Content Snare is like a forms tool on steroids. Autosaving forms mean no progress is lost. Automatic reminders mean you can relax knowing your forms will get finished without you having to chase people down. 

Questions to include on your Insurance personal information questionnaire

1. Personal Information

This section collects basic personal information that will assist in creating a personalized insurance solution.

  • What is your full name?
  • What is your date of birth?
  • What is your gender? (Male, Female, Prefer not to say)
  • What is your marital status? (Single, Married, Divorced, Widowed)
  • What is your contact number?
  • What is your email address?

The marital status question is relevant since it can influence insurance rates and coverage options, especially in life insurance policies where spouses are often beneficiaries.

2. Professional Information

This section provides insight into the respondent's profession, which may impact the type of insurance products they need.

  • What is your current occupation?
  • Are you self-employed? (Yes, No)
  • If yes, what is the nature of your self-employment?

The question about self-employment is important because persons who are self-employed might require different insurance products compared to those who are employed by an organization.

3. Insurance Needs

This section is designed to understand the respondent's specific insurance needs.

  • What type of insurance are you interested in? (Life Insurance, Health Insurance, Property Insurance, Vehicle Insurance, Business Insurance, Other)
  • Do you currently have any insurance policies? (Yes, No)
  • If yes, please provide details of your current insurance policies.

The question about current insurance policies is crucial as it gives the broker a good overview of the respondent's existing coverage and can help in identifying any gaps or additional needs.

4. Financial Information

This section collects information about the respondent's financial status.

  • What is your annual income?
  • Do you have any outstanding loans or debts? (Yes, No)
  • If yes, please provide details.

Questions about income and outstanding debts allow insurance brokers to assess the respondent's ability to pay premiums and help in determining appropriate coverage amounts.

Things to consider

  1. Legality and Privacy - Always make sure the form complies with all laws and regulations regarding data collection, including the General Data Protection Regulation (GDPR) if applicable. Provide a clear and accessible privacy policy outlining how you will use and protect the data.
  2. Simplicity and Clarity - Keep the form simple and straightforward. Avoid jargon and ensure each question is clear. This will make the form easier to fill out and improve the quality of responses.
  3. Field Validation - Use HTML5 validation to ensure the data filled in by the user is correctly formatted. For example, the form should not accept text in a phone number field.
  4. Progress Indicators - If your form is long, consider adding progress indicators or breaking it up into multiple pages. This can make the process feel less daunting and encourage completion.
  5. Pre-fill Known Information - If you already have some information about the person filling out the form, pre-fill these fields. This will save them time and make the process easier.
  6. Mobile-friendly Design - Ensure that your form is mobile-friendly, as many users will be accessing it via a smartphone or tablet.
  7. Consistent and Attractive Design - Keep the design of your form consistent with the rest of your brand. An attractive, professional-looking form can increase trust and encourage users to complete it.

How to create your Insurance personal information 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

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.