Running an insurance brokerage firm? This Insurance Quote Request Form is made for you. It's designed to streamline your quote requests, saving you time and increasing your efficiency.
Whether you're a small local broker or a larger national firm, you'll find this tool invaluable. It helps you gather all the necessary details about your clients and their insurance needs.
Ready to make your insurance quote process smoother? Dive in!
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Questions to include on your Insurance quote request form
1. Broker Information
This section collects the basic information about the insurance broker who will handle the quote request.
- What is your full name?
- What is your email address?
- What is your contact number?
- What is the name of your brokerage firm?
2. Client Information
This section gathers necessary details about the client for whom the insurance quote is being requested.
- What is the client's full name?
- What is the client's date of birth?
- What is the client's occupation?
3. Insurance Information
This section is to understand the type of insurance coverage being sought.
- What type of insurance coverage is required? (Car Insurance, Home Insurance, Life Insurance, Health Insurance, Other)
- What is the preferred insurance coverage amount?
- What is the preferred deductible amount?
- Does the client have any existing insurance policies? (Yes, No)
The "deductible amount" question is included to provide a more accurate quote. The "existing insurance policies" question helps to identify potential for bundling or any pre-existing conditions that could impact the quote.
4. Additional Information
This section gathers any other details that might impact the insurance quote.
- Are there any specific features or add-ons the client is interested in?
- Are there any known health conditions or risks that need to be considered?
The "specific features or add-ons" question allows the broker to tailor the quote to the client's exact needs, while the "known health conditions or risks" question enables a more accurate risk assessment.
Things to consider
- Clear Instructions - Ensure that each question is clear and concise. This will make it easy for the person filling out the form and will minimize errors and misunderstandings.
- Accessibility - Make sure that your form is accessible for users with disabilities. For example, for visually impaired users, fields should be labeled with HTML tags that can be read by screen readers.
- Error Messages - Create clear, helpful error messages. If a user makes a mistake or skips a required field, they should be told exactly what went wrong and how to fix it.
- Required Fields - Mark required fields clearly. This helps users understand what information is absolutely necessary and can prevent incomplete form submissions.
- Data Validation - Use HTML5 features to validate data where possible. For example, use the "email" type for email fields to ensure users enter a valid email address.
- Privacy Statement - Include a privacy statement at the end of your form, letting users know how you will use and protect their data. This can help build trust with users.
- Testing - Before launching, run through the form several times to ensure everything works as expected. Test the form on different devices and browsers to ensure compatibility.
How to create your Insurance quote request 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.