This ten-question form opens by collecting contact and identity details — "Full Name", "Email Address", "Phone Number", and "Date of Birth" — so an agent can reach the right person and apply age-based pricing where relevant. It then asks "Type of Insurance Needed" to route the request appropriately across seven coverage categories, followed by a preferred start date and the applicant's current provider, which together help gauge urgency and any mid-term switching context. The "Have you filed any insurance claims in the past 3 years?" question gives agents an early read on risk history, while the open-ended "Please describe your coverage needs or any specific requirements" question captures the nuance no multiple-choice list can. A final optional question on how the respondent heard about the business rounds out the form for marketing purposes. After submitting, respondents see a confirmation noting that an agent will be in touch within one to two business days with a personalised quote.
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Relies on the "Type of Insurance Needed" and "Please describe your coverage needs or any specific requirements" questions to triage inbound leads across multiple product lines before an agent makes first contact.
Uses the "Date of Birth", "Coverage Start Date (Preferred)", and claims history question to arrive on a first call already prepared with the key variables that drive a precise quote.
Depends on the "How did you hear about us?" question to attribute new quote requests to specific channels — search, referrals, social, or ads — and measure which sources convert to enquiries.
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