Cover · free template

Business Insurance Quote

Two-page commercial quote request: what the business does, turnover and staff, premises and equipment, cover needed and previous claims history.

A ready-to-use insurance form for small teams who need a reliable intake process: 26 questions, 2 pages, 4 conditional rules.

Questions
26
Pages
2
Layouts
classic · card
Time to complete
≈ 7 min
Conditional rules
4
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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Page 1 of 2 — About the business

Your business

Include your country code.

Do you work at customer premises?

Every question on this page is currently visible.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Business Insurance Quote is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in insurance.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 26 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 14 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It accepts a document or photo upload as evidence.
  • It captures a full postal address.
  • It allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Business Insurance Quote lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features conditional validation: if “Do you work at customer premises?” is Yes, “What kind of work, and where?” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Are the premises owned or leased?” is Owned, “Rebuild value of the building” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Any claims in the last five years?” is Yes, “What happened, when, and what did it cost?” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Do you give professional advice as part of the service?” is Yes, the form dynamically exposes “What kind of advice, and to whom?”. Otherwise that question never appears.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

A commercial quote needs a picture of the business, not just its name, and brokers usually assemble that over three emails. This two-page request gathers it once. The first page covers the business itself: trading name and legal entity, what it actually does described in the client's own words, how long it has traded, turnover, number of employees and how many are subcontractors, and whether any work is carried out at a customer's premises — the answer that changes a liability quote most. The second page covers what needs insuring: premises owned or leased with a rebuild or contents value, stock, tools and equipment, vehicles, professional advice given, and any cover the business already holds with its renewal date. The claims section asks about the last five years and about anything known that has not yet become a claim, which is a standard disclosure question. Premiums, terms and whether cover can be offered are decided by insurers on the risk, so nothing here quotes a price or promises acceptance.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — About the business

  • Trading namerequired
  • Legal entity name, if different
  • Contact namerequired
  • Contact numberrequired
  • Email addressrequired
  • What does the business actually do?required
  • Years tradingrequired
  • Annual turnoverrequired
  • Number of employeesrequired
  • How many of those are subcontractors?
  • Do you work at customer premises?required
  • What kind of work, and where?

Page 2 — What you need covered

  • Are the premises owned or leased?required
  • Main premises address
  • Rebuild value of the building
  • Value of contents, stock and equipment
  • Value of tools taken off site
  • Are vehicles used for the business?required
  • Do you give professional advice as part of the service?required
  • What kind of advice, and to whom?
  • Which cover are you asking about?required
  • Current insurer and renewal date
  • Any claims in the last five years?required
  • What happened, when, and what did it cost?
  • Anything you know of that might become a claim?
  • Upload your current schedule or renewal notice

26 questions in total.

Example of a completed business insurance quote request

This sample shows the details a small business supplies when asking for a quote.

Trading name
Hearthstone Joinery
What does the business actually do?
Bespoke kitchen and furniture joinery
Years trading
6
Number of employees
4
Do you work at customer premises?
Yes
Main premises address
Unit 3, Foundry Business Park, Sheffield
Rebuild value of the building
220000
Which cover are you asking about?
Public liability and tools cover
Any claims in the last five years?
No

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Do you work at customer premises?”

  • Makes answers required

    If “Do you work at customer premises?” is Yes, “What kind of work, and where?” becomes required before the form can be submitted.

Driven by “Are the premises owned or leased?”

  • Makes answers required

    If “Are the premises owned or leased?” is Owned, “Rebuild value of the building” becomes required before the form can be submitted.

Driven by “Any claims in the last five years?”

  • Makes answers required

    If “Any claims in the last five years?” is Yes, “What happened, when, and what did it cost?” becomes required before the form can be submitted.

Driven by “Do you give professional advice as part of the service?”

  • Reveals questions

    If “Do you give professional advice as part of the service?” is Yes, the form reveals “What kind of advice, and to whom?”.

Set it up step by step

  1. 1

    Ask what the business does in plain words

    A trade code chosen from a list is often wrong; the description is what lets a broker classify the risk correctly.

  2. 2

    Ask for the renewal date early

    It sets your whole timeline, and a quote arriving after renewal is wasted work for both sides.

  3. 3

    Keep the disclosure question in

    Asking about circumstances that might become a claim is standard, and leaving it out creates a problem at placement.

  4. 4

    Request the current schedule

    One upload tells you more about existing cover than a page of questions, and clients usually have it in an email.

Mistakes to avoid

  • Quoting an indicative premium in the form, before any insurer has seen the risk.
  • Asking for turnover but not employee and subcontractor numbers, which liability rating depends on.
  • Skipping the off-site tools question for trades, then discovering the gap after a loss.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Acknowledge with a target date tied to the renewal, approach insurers with the risk details, and confirm what is and is not included when you present terms.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the business insurance quote, matched on the words people actually search for.

Frequently asked questions

How is this different from the general quote request?

The Insurance Quote Request Form is a short personal-lines enquiry. This one gathers commercial risk detail: trade description, turnover, staff, premises values and claims history.

Is a quote guaranteed?

No. Insurers decide whether to offer terms and at what price based on the risk, so the form gathers information rather than promising an outcome.

Why ask about subcontractors separately?

Because liability cover treats them differently from employees, and the split is a question brokers otherwise have to chase.

What if the business has no fixed premises?

Choose that option and the property values can be left blank; the tools and vehicle questions usually carry the risk for mobile businesses.

Is the Business Insurance Quote template free to use?

Yes. You can preview and test Business Insurance Quote on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Business Insurance Quote template ask for?

It asks 26 questions across 2 pages, 14 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Business Insurance Quote form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this insurance form work?

4 conditional rules ship with the template: Features conditional validation: if “Do you work at customer premises?” is Yes, “What kind of work, and where?” becomes mandatory before the form can be sent. Features conditional validation: if “Are the premises owned or leased?” is Owned, “Rebuild value of the building” becomes mandatory before the form can be sent. Features conditional validation: if “Any claims in the last five years?” is Yes, “What happened, when, and what did it cost?” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Business Insurance Quote form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Business Insurance Quote form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.

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