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Insurance questionnaire template

Insurance questionnaire template

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✓ No time limit on Free plan

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? Good to know. Now, what type of insurance are you looking for specifically? Are you currently already insured elsewhere? 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. That's all, thank you {{field:01F53M4MCQX1SX865TRKQQRFTV}}. We'll send you our recommendations within 24 hours. That's all, thank you Thanks for completing this typeform Now *create your own* — it's free, easy, & beautiful

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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.

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.