Insurance Quote Form
A general insurance quote form has one design problem: motor, home, business and life all need different questions. The answer is to ask which first, and show only what applies.
For brokers, agents and insurance teams.
One form, four paths, conditional logic
Brokers usually solve this with four separate forms, which means four links, four lists of responses and a website with a menu of forms. It works, but it's harder to share and harder to maintain.
The alternative is one form where the policy type is the first question and everything after it is conditional - so a motor enquiry never sees a question about roof construction. The server enforces the same rules, so nothing hidden is ever required or stored.
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.
One minute to make it your own
Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.
What this template asks
- Your name
- Email address
- Phone number
- Postcode
- What would you like cover for?
- Make, model and year of the vehicle
- Annual mileage
- Property type
- Approximate contents value
- What does the business do?
- Annual turnover
- How much cover would you like?
- Do you smoke?
- Where are you travelling?
- What kind of pet?
- Any claims in the last 5 years?
- Do you have cover at the moment?
- When would you like cover to start?
- Anything else we should know?
More Insurance forms
Questions
Is one form better than several?
One is easier to share and gives you a single list to work through. Several give you cleaner exports per product. Both are a click apart - duplicate this and delete the branches you don't need.
How deep should a first-contact quote form go?
Enough to give an indicative price. Full underwriting questions belong in the next step, once someone has decided they want to proceed.
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 insurance quote form today
Start from this template and change anything you like. Free to begin.