Business Insurance Quote Request Form

Streamline Your Business Insurance Quotes with Paperform

Finding the right business insurance coverage shouldn't mean endless phone calls, repetitive emails, or stacks of paperwork. Whether you're an insurance broker looking to modernize your client intake process or a business owner searching for comprehensive coverage, a well-designed business insurance quote request form can transform how you collect critical information and accelerate the quoting process.

Why Digital Forms Matter for Insurance Brokers

Insurance brokers and agencies handle complex information gathering every single day—business classifications, revenue figures, employee counts, coverage requirements, and claims histories. Traditional methods like phone calls, PDFs, or email chains create friction: information gets lost, clients abandon half-completed requests, and brokers waste valuable time chasing down missing details.

A professional online form solves these pain points by creating a single, streamlined touchpoint that captures everything you need in one submission. Clients can complete the form at their convenience, you receive structured data ready for quoting, and the entire process feels modern and trustworthy—exactly what today's business owners expect.

What Makes a Great Insurance Quote Form

The best business insurance quote request forms balance thoroughness with user experience. You need enough detail to provide accurate quotes without overwhelming prospects. This template includes:

• Business classification and industry details to determine risk categories and appropriate coverage types
• Revenue and employee information that directly impacts premium calculations
• Comprehensive coverage needs analysis across property, liability, professional indemnity, cyber insurance, and more
• Claims history questions that help underwriters assess risk accurately
• Contact and timeline preferences so brokers can follow up appropriately

Conditional logic ensures clients only see relevant questions based on their business type and needs, keeping the form feeling personalized rather than generic.

Perfect for Insurance Brokers, Agencies, and Advisors

This template is designed specifically for commercial insurance brokers, business insurance specialists, employee benefits consultants, and independent insurance agencies serving the SMB market. Whether you're:

• A boutique broker serving local businesses and startups
• A commercial insurance agency handling multiple lines of coverage
• An employee benefits specialist expanding into business insurance
• A franchise offering insurance services alongside other professional offerings

...this form gives you a professional, conversion-optimized way to capture leads and begin the quoting process immediately.

Built-In Features That Close More Business

Paperform's platform capabilities make this more than just a contact form. You can embed it directly into your website, run it as a standalone landing page for paid ads, or share it via email and social media. The form works beautifully on mobile devices—critical when busy business owners are filling it out between meetings.

Set up automated email responses to acknowledge receipt immediately, building trust and setting expectations for next steps. Use conditional logic to route different business types to specialized team members, or trigger different follow-up sequences based on coverage needs or business size.

Automate Your Insurance Workflow with Stepper

Once a quote request comes through, the real work begins—researching carriers, running quotes, preparing proposals, and following up. Rather than manually copying data into your agency management system or CRM, connect this form to Stepper to automate your entire workflow.

Stepper can automatically create new client records in Applied Epic, Salesforce, or HubSpot, notify the appropriate broker based on business type or location, generate proposal templates pre-filled with the client's information, and schedule follow-up tasks. You can even build multi-step approval workflows if large commercial policies require underwriter review before quoting.

This automation means your team spends less time on administrative work and more time building relationships and closing business—exactly where insurance brokers add the most value.

Integrate with Your Existing Insurance Tech Stack

Insurance professionals rely on specialized software, and Paperform integrates seamlessly with the tools you already use. Connect submissions to your agency management system via Stepper or Zapier, push leads into your CRM pipeline, add prospects to email nurture campaigns in Mailchimp or ActiveCampaign, and log activity in Slack or Microsoft Teams.

For agencies managing multiple brokers or offices, Paperform's team features let you control access, share templates, and maintain consistent branding across all client touchpoints. Agency+ plans are purpose-built for managing multiple brands or clients under one account—ideal for insurance franchises or broker networks.

Security and Compliance You Can Trust

Insurance forms collect sensitive business information, which means security isn't optional. Paperform is SOC 2 Type II compliant and GDPR-ready, with data encryption, secure submission storage, and granular access controls. You can confidently collect financial details, claims history, and personal information knowing it's protected to enterprise standards.

While Paperform is not HIPAA compliant (relevant if you're also handling health insurance), it meets the security requirements for commercial insurance, workers' compensation, and business liability workflows.

Get Started in Minutes, Not Hours

You don't need a developer or expensive agency to launch a professional insurance quote form. With this template, you're 90% of the way there—just customize the questions to match your specific coverage specialties, adjust the branding to match your agency's look and feel, and add your logo and contact details.

The form is ready to embed on your website, share via social media, or use as a dedicated landing page for Google Ads or LinkedIn campaigns targeting business owners. Start capturing qualified leads today and turn your insurance quoting process into a competitive advantage.

Whether you're a solo broker building your practice or an established agency looking to modernize client intake, this business insurance quote request form gives you a professional, efficient way to capture the information you need and start building relationships with prospective clients immediately.