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Property valuation form

property valuation form

Are you an insurance company, a brokerage, or an independent agent? This Property valuation form is tailor-made for you.

The form covers all the crucial aspects needed to evaluate a property's insurance value. From construction details to safety measures, it's all here.

Use this form to streamline your process, improve accuracy, and deliver a seamless experience for your clients. Let's get started!

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Questions to include on your Property valuation form

1. Property Details

This section collects information about the property to be insured, which is essential to determine the insurance premium.

  • What is the type of property? (Single-family, Duplex, Townhouse, Condo, Apartment, Commercial)
  • What is the square footage of the property?
  • What is the location of the property?
  • How many bedrooms does the property have?
  • How many bathrooms does the property have?
  • What is the age of the property?

The type, size, location, and age of the property significantly impact the insurance value.

2. Construction Details

This section collects data about the construction of the property as this impacts the cost to rebuild and hence the insurance value.

  • What type of roof does the property have? (Asphalt, Tile, Wood, Metal, Other)
  • What is the construction type of the property? (Wood, Brick, Stone, Metal, Other)
  • Does the property have a garage? (Yes, No)

The insurance value will differ based on the type of roof, construction, and existence of features such as a garage.

3. Safety Features

This section collects information about safety features in the property, which can lead to discounts on insurance premiums.

  • Does the property have a burglar alarm system? (Yes, No)
  • Does the property have a fire alarm system? (Yes, No)
  • Does the property have a sprinkler system? (Yes, No)

Including safety features can significantly reduce insurance premiums.

4. Contact Information

Finally, this section collects the contact information of the insurance broker.

  • What is your name?
  • What is your email address?
  • What is your contact number?

Collecting contact information enables further communication and follow-ups.

Things to consider

  1. Clarity - Ensure all questions are clear and easy to understand. Avoid industry jargon unless absolutely necessary.
  2. Simplicity - Focus on making the form as simple and intuitive as possible. The more complex the form, the less likely users are to complete it.
  3. Validation - Make use of HTML5 validation features to ensure the correct format of inputs. For example, use 'email' type for email addresses to enforce correct formatting.
  4. Progress Indication - If the form is long, break it into sections and include a progress bar. This helps users understand how much longer the form will take to complete.
  5. Auto-fill Features - Implement auto-fill features where possible. This saves time for users and improves the user experience.
  6. Required Fields - Clearly indicate which fields are mandatory. This prevents users from submitting incomplete forms.
  7. Privacy - If you're collecting sensitive data, reassure users about their data privacy by linking to your privacy policy.

How to create your Property valuation 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

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