Insurance Quote Request Form

Who this template is for

Insurance Quote Request Form is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.

• Advisers, brokers and finance teams working in finance, insurance & tax.
• Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
• Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
• Respondents are clients and applicants — the form asks them 19 questions across 3 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.

• 5 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 pins the request to a specific date.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 6 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

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 Insurance Quote Request Form 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. 4Publish 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.
5. 5Watch 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 — 6 conditional rules ship with it.

• Features advanced show logic: if “Which type of cover are you requesting a quote for?” is Auto, the form dynamically exposes “Vehicle year, make and model”. Otherwise that question never appears.
• Features advanced show logic: if “Which type of cover are you requesting a quote for?” is Home, the form dynamically exposes “Property type”. Otherwise that question never appears.
• Features advanced show logic: if “Which type of cover are you requesting a quote for?” is Life, the form dynamically exposes “Date of birth”. Otherwise that question never appears.
• Features advanced show logic: if “Do you currently have insurance with another provider?” is Yes, the form dynamically exposes “Current insurer name”. Otherwise that question never appears.
• Features advanced show logic: if “Do you currently have insurance with another provider?” is Yes, the form dynamically exposes “Renewal date”. Otherwise that question never appears.
• Features advanced show logic: if “Would you like a quote for a second line of cover too?” is Yes, the form dynamically exposes “Which additional line of cover?”. Otherwise that question never appears.
• All 6 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.