Insurance Agent New Client Form

Welcome New Insurance Clients with Professional Onboarding

Running a successful insurance agency means balancing personalized service with operational efficiency. This Insurance Agent New Client Form helps independent agents, brokers, and small insurance firms gather comprehensive client information in one streamlined, professional experience—replacing scattered emails, phone calls, and paper forms with a single, secure digital intake.

Built for Insurance Agents Who Value Their Time

Whether you're a solo agent building your book of business or managing a small team, this template covers everything you need during initial client onboarding: personal and contact details, household information, coverage needs assessment, current policy review, asset inventory for proper coverage recommendations, beneficiary information, and authorization to provide quotes.

The form uses conditional logic to show relevant follow-up questions based on the types of coverage clients are interested in, keeping the experience focused and personalized. Clients can complete it at their convenience, and you receive organized submissions that make it easy to prepare accurate quotes and recommendations.

Automate Your Insurance Workflow with Stepper

Once a new client submits their information, you can use Stepper to automatically trigger your onboarding workflow: send a welcome email, create a contact record in your CRM, assign the lead to the right agent, schedule a follow-up call, and even prepare quote request documents. This means less manual data entry and faster turnaround times for your clients.

Why Paperform for Insurance Agencies?

Paperform is trusted by insurance professionals for its professional appearance, SOC 2 Type II security compliance, and flexible integration options. Connect submissions to your agency management system, CRM, or other tools you use daily. Brand the form with your agency colors and logo, embed it on your website, or send it as a standalone link.

With Paperform's calculation fields, you can even provide instant coverage estimates or premium calculators right in the form. Plus, if you need signed authorization forms or beneficiary designation documents, Papersign lets you collect legally binding eSignatures as part of the same seamless workflow.

Start converting inquiries into well-qualified clients faster, with all the information you need to provide accurate, personalized insurance recommendations from day one.