Life Insurance Quote Form

Explain why you're asking, next to the question

People abandon life insurance forms at the health questions, not because they mind the answers but because it feels intrusive without context. Insurance forms are the one place where a sentence of explanation increases completion.

So this template says plainly why smoking status, height and weight and family history matter, and it says that answering honestly is what makes a policy pay out. It also asks about dependants and mortgage - because those are what the cover amount should actually be based on, and most people guess.

Fewer calls, better numbers

A phone call is a fine way to build trust and a terrible way to collect specifications - nobody remembers everything, and nothing is written down. Collect the facts in writing first, and use the call for the part that actually needs a human.

You'll also stop quoting jobs you didn't want: when the form asks about budget and timing, the mismatches disqualify themselves.

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.

Price the right jobs

Every quote costs you time whether or not you win it. Asking about budget and timing up front isn't rude - it's how both sides avoid a week of conversation about a job that was never going to happen.

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

• Your name
• Email address
• Phone number
• Date of birth
• Postcode
• What's the cover for?
• How much cover?
• For how long?
• What kind of policy?
• Anything alongside it?
• How many people depend on your income?
• Outstanding mortgage, if any
• Annual income
• Do you have any cover already?
• Do you smoke or vape?
• Height in centimetres
• Weight in kilograms
• Have you ever been diagnosed with any of these?
• Has a parent or sibling had a serious condition before 60?
• Any hazardous activities or occupations?
• Anything you'd like to add?

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