Business Insurance Quote Form
A business insurance quote form starts with the trade, because everything else follows from it. A bookkeeper and a roofer with identical turnover are entirely different risks.
For brokers, agents and insurance teams.
Get the trade description right, in their words
Trade classification drives the premium and the exclusions, and a customer selecting "construction" from a dropdown may be a kitchen fitter, a scaffolder or a demolition contractor. Those are not the same policy.
So this template asks for a category *and* a description in the customer's own words, plus whether any work is at height or involves hot works. Those two questions catch the activities that most often invalidate a policy written on a category alone.
Quote faster than the person they emailed second
Most clients ask two or three businesses at once, and the first useful reply usually wins. What slows you down is rarely the pricing - it's not knowing enough to price it.
This template asks the handful of things that decide the number, so the first thing you send can be a real quote instead of a request for more detail.
Enough detail to quote, not enough to be a nuisance
Quoting needs specifics - cover type, value, dates, claims history - and every extra question loses people. The answer is to ask the ones that change the premium and nothing else, in one short pass.
Claims and renewals work the same way: ask the facts that let you act, keep it short enough that a stressed client finishes it, and have it in writing from the start.
One link, on every channel
Put it behind "Get a quote" on your site, in your email signature, in your Google Business profile and on a card. Same form, one place the answers land, no lead lost because it arrived at the wrong inbox.
Make it yours in a minute
Change the wording, drop the questions you don't need, add the ones you do, put your own colour on it. Saving publishes it, and you get a link to paste into your website, your email signature or a message. Responses land in your dashboard and download as a spreadsheet whenever you want them.
What this template asks
- Business name
- Contact name
- Email address
- Phone number
- Business address and postcode
- Which best describes your trade?
- Describe what you actually do
- Business type
- Years trading
- Annual turnover
- Number of employees, including working directors
- Annual wage roll
- Do any of these apply?
- Premises
- What do you need?
- Claims in the last 5 years?
- When does your current cover expire?
More Insurance forms
Questions
Which covers should we list?
The ones you actually place. Employers' liability where it's compulsory, public liability, professional indemnity, contents, business interruption and cyber - and let them tick "not sure" so you can advise.
Should we ask about turnover or wage roll?
Both, ideally. Turnover rates most liability covers; wage roll rates employers' liability. Ranges are fine at quote stage.
Can I ask for photos or files?
Not yet - uploads are on the roadmap. In the meantime, most people ask for a link to photos, or reply to the response with an email asking for them. Everything else about the job is captured here.
Can I see where each quote request came from?
Yes. Add a hidden tracking parameter to the link (for example one link on your site and another on your Google profile) and it's stored with the response.
How fast can I put this live?
About a minute. Pick the template, change the wording, press save - saving is publishing - and you get a link to share.
Is it suitable for claims information?
For dates, descriptions and contact details, yes, and the timestamped record is useful. Don't collect full bank details or identity documents through a web form; ask for those through a channel designed for it.
Publish your business insurance quote form today
Start from this template and change anything you like. Free to begin.