GDPR-Compliant Insurance Quote Request Form

GDPR-Compliant Insurance Quote Request Form

When operating in the European Union, insurance providers must navigate strict data protection requirements while gathering the information needed for accurate underwriting. This GDPR-compliant insurance quote request form template gives you a professional, legally sound way to collect customer data, obtain proper consent, and maintain transparency about how personal information will be processed.

Built for EU Insurance Compliance

This template is specifically designed for insurance brokers, providers and agencies operating under GDPR regulations. It includes all the essential elements required by EU data protection law: clear consent mechanisms, transparent processing disclosures, automated decision-making notices, and data subject rights information. Whether you're offering home, auto, life or business insurance quotes, this form ensures you're collecting data the right way from the start.

Transparent Data Processing with Paperform

The form clearly explains what data you're collecting, why you need it, how it will be used for underwriting and quote generation, and who it might be shared with (such as underwriters or reinsurers). Customers can provide granular consent for different processing activities, including automated decision-making systems that may be used to calculate premiums or assess risk. This transparency builds trust while keeping you compliant.

Using Paperform's conditional logic, you can show additional consent fields or disclosures based on the type of insurance requested, creating a tailored experience that only asks for relevant permissions. The doc-style editor makes it simple to explain complex data processing activities in plain language that customers can actually understand.

Automate Your Insurance Workflow with Stepper

Once a quote request is submitted, you can use Stepper to automate your entire insurance workflow. Route high-value quotes to senior underwriters, send data to your insurance management system, trigger automated quote calculations based on risk factors, and schedule follow-up communications. Stepper can also help you manage consent records and data retention policies, ensuring you stay compliant as submissions move through your pipeline.

Perfect for Insurance Professionals

This form template is ideal for insurance brokers, agencies, underwriters and providers who serve EU customers and need to balance regulatory compliance with conversion rates. With Paperform's professional design options, you can match your brand while meeting GDPR standards, and the built-in payment features let you collect deposits or premiums directly when customers accept quotes.

Trusted by insurance professionals across Europe, this template helps you gather accurate underwriting data, maintain clear consent records, and demonstrate your commitment to data protection—turning compliance from a burden into a competitive advantage.