Commercial Insurance Product Information Request Form

Finding the right commercial insurance coverage for your business doesn't have to be complicated. Whether you're a startup looking for your first policy or an established company reviewing your coverage options, this Commercial Insurance Product Information Request Form makes it easy to get the information you need.

Simply tell us about your business type, coverage needs, and employee count, and we'll send you tailored brochures, catalogs, and information packets that match your specific situation. You can also schedule a consultation with one of our experienced insurance brokers who can walk you through your options and answer any questions.

Why use Paperform for insurance information requests?

This template is built on Paperform, the flexible form builder trusted by insurance agencies, brokers, and financial services firms worldwide. The clean, professional design builds trust with potential clients, while conditional logic ensures each business receives only the most relevant information for their industry and coverage needs.

Integrate your insurance workflow seamlessly

Connect this form directly to your CRM (HubSpot, Pipedrive, Salesforce) so every information request becomes a qualified lead in your pipeline. Use Stepper to automatically route inquiries to the right broker based on business type or coverage needs, send personalized follow-up emails with the requested materials, and trigger calendar invites for consultations—all without manual data entry.

For agencies managing multiple carriers or lines of business, Paperform's Agency+ plan lets you duplicate and customize this template for different products while managing everything from one dashboard. And with SOC 2 Type II compliance built in, you can trust that prospect information is handled securely from first contact through policy issuance.

Perfect for insurance brokers, agencies, underwriters, and financial advisors who want to streamline lead qualification and deliver a professional first impression that converts prospects into clients.