Commercial insurance intake form template
Commercial insurance intake dies in long applications built for underwriters, not owners. This flow captures the four answers a broker needs to open a file, business type, head count, revenue band, and coverage needs, and leaves the ACORD forms for after the relationship starts.
AI builds it from the recipe below in about 60 seconds
7 days, no credit card
AI builds this one for you
The recipe below is already specced. Press generate and AI assembles your copy of it, on your branding, with the logic wired in.
What's inside this template
Five steps specced for the generator, ordered so an owner can finish between meetings. Short intakes finish, and finishing is where the platform-wide 34% lift lives.
- 1
Business type
Industry selection drives everything downstream: appetite, carriers, and which producer takes the call.
conditional_routing - 2
Employee count
Head-count bands set workers' comp exposure and plan sizing in one tap.
buyer_qualification - 3
Revenue band
Ranges, not exact figures. Owners answer bands they would never type into a form.
buyer_qualification - 4
Coverage needs
General liability, property, workers' comp, cyber. Multi-select, so the file opens with the full picture.
intent_capture - 5
Contact details, verified
Business email and phone checked live, consent above the button.
email_verifyphone_verify
Built to deliver qualified leads
Same ad spend. Capture 2X the qualified leads. Commercial books grow on a flow of qualified appointments, and a four-answer intake produces them from the same campaigns long applications kill. Contact-last funnels across the platform average a 34% conversion lift.
Files a producer can price
Industry, size, and coverage needs arrive structured, so the first call is a quote conversation.
Lead scoring →Routed by appetite
Business-type answers steer each risk to the producer or program that writes it.
Distribution & routing →Working numbers only
Verification keeps abandoned-domain emails and dead lines out of the pipeline.
Lead verification →More for insurance
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Address autocomplete first, then insurer status and property age, so every quote request arrives with the risk profile attached.
InsuranceAuto Insurance Quote Form
Vehicle year, make, and model captured step by step, with usage, driving record, and ZIP qualifying the risk before any contact fields.
FinancialBusiness Funding Application Form
Revenue and funding-need qualification that routes each applicant to the lender type that fits.
Frequently asked questions
Is this a replacement for ACORD applications?
No, it is the layer before them: enough structure to qualify and route the risk, short enough that owners finish it. ACORD paperwork starts once a producer engages.
What is a qualified commercial lead here?
A qualified lead is one with a verified email, a verified phone, enriched data, and a Contact Score above your threshold, checked before the visitor leaves the page. Enrichment appends firmographic context before delivery.
Can I generate an industry-specific version?
Yes. Ask the generator for, say, a contractors' liability intake and it builds the same spine with trade-specific questions.
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Start capturing qualified commercial insurance leads
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