Insurance questionnaire template

Let's find you the best possible type of insurance, shall we?Let's start with your name.Nice to meet you, {{field:01F53M4MCQX1SX865TRKQQRFTV}}. Are you looking for personal insurance or for your business?

Personal, Business

Good to know. Now, what type of insurance are you looking for specifically?Are you currently already insured elsewhere?If so, we can make sure the switch goes smoothly

Yes, No

Where are you insured at the moment?We'll send you our top recommendations for your insurance. What email address can we reach you on?Sometimes we need to know more about a situation to give the best possible advice. If we can give you a call, tell us where we can reach you.Don't worry, we'll only use your phone number for this purpose.

Collect up to 3.5x more data with Typeform

Help customers find the right policy that brings peace of mind.

Asking better questions and having real conversations leads to happier customers. Help them navigate the world of insurance through a typeform. This template is the start of automating your process of selling insurance policies.

With Typeform, you can customize everything

Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.

Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.

Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.

Insurance questionnaire FAQs:

Make it easier for your future customers to find the insurance they’re looking for—and sell more because of it. This form is a compass that helps them tread their way through the jungle of information out there.

Cut the fluff by asking them the right and relevant questions, and those questions only. The outcome? You can give them personalized recommendations that will help you close more deals. Everybody wins.