Streamline Your Commercial Insurance Quoting Process

As a commercial insurance broker, gathering accurate client information is the foundation of providing competitive, tailored quotes. This Commercial Insurance Quote Request template helps you collect all the essential business details—from industry type and revenue to employee count and claims history—in one professional, branded form.

Built for Insurance Brokers Who Value Efficiency

Stop chasing clients for missing information or piecing together details from scattered emails. This template captures everything you need upfront: business classification, revenue range, number of employees, current coverage details, and claims history. Conditional logic reveals follow-up questions only when relevant, keeping the form concise while ensuring you gather complete information.

With Paperform's calculation engine, you can even build preliminary pricing indicators or risk scores directly into the form, giving prospects instant feedback while you prepare detailed quotes behind the scenes.

From Lead to Policy with Automated Workflows

Connect this form to your CRM (HubSpot, Pipedrive, Salesforce) to automatically log new quote requests, or use Stepper to trigger smart workflows: notify underwriters for high-value prospects, schedule follow-up calls, send personalized quote documents, or flag applications that need additional review. Every submission can kick off the right next step without manual data entry.

For brokers managing compliance requirements, you can also route submissions to Papersign to collect eSignatures on disclosure documents, binding agreements, or policy applications—keeping your entire client journey connected and auditable.

Flexible, On-Brand and Ready to Convert

Customize the form's fonts, colors, and background to match your brokerage's branding, then embed it on your website, share it via social media, or send it directly to prospects. Paperform's professional design flexibility helps you make a strong first impression, while SOC 2 Type II compliance and data residency controls ensure client information stays secure.

Whether you're a boutique agency or a growing brokerage team, this template gives you the foundation to capture better leads, accelerate your quoting process, and deliver the responsive service that wins commercial insurance business.