Insurance Broker Discovery Form

Streamline Your Insurance Discovery Process with Paperform

Finding the right insurance coverage for your clients shouldn't feel like navigating a maze. As an insurance broker, your discovery process sets the foundation for every successful client relationship—and this Insurance Broker Discovery Form template helps you capture everything you need in one professional, branded experience.

Built specifically for insurance brokers, agents, and agencies, this template transforms the traditional needs assessment into a modern, conversational form that clients actually want to complete. Instead of juggling PDFs, email chains, and scattered notes, you'll collect comprehensive coverage requirements, risk profiles, policy histories, and budget parameters in a single, secure submission.

Why insurance professionals choose this template

Complete coverage assessment in one place
This form guides your prospects through a structured discovery journey—from basic contact details and business or personal context, through detailed coverage needs analysis, risk exposure evaluation, current policy review, claims history, and budget considerations. Every section uses conditional logic to adapt based on client type (personal vs. commercial), ensuring a tailored experience that feels relevant rather than overwhelming.

Professional presentation that builds trust
First impressions matter in the insurance industry. This template's clean, modern design positions you as a tech-forward, organized professional who respects your clients' time. With Paperform's doc-style editor, you can easily match the form to your agency's brand with custom fonts, colors, logos, and imagery—no developer required.

Qualification and prioritization built in
Not every lead is created equal. The form's structured questions around budget, timeline, and specific coverage gaps help you quickly identify high-intent prospects who are ready to move forward, while the risk assessment section surfaces opportunities for additional coverage upsells.

How insurance brokers use this form

• Initial client consultations: Send the form before your first meeting to arrive prepared with insights, or use it during discovery calls to ensure nothing gets missed
• Quote preparation: Gather all the policy details, coverage limits, and risk factors you need to prepare accurate, competitive quotes
• Policy review season: Streamline annual reviews by collecting updated information on business changes, claims, and evolving coverage needs
• Referral intake: When warm leads come through partners or existing clients, start the relationship professionally with a consistent discovery process
• Niche market qualification: Adapt the template for specialized insurance verticals—commercial liability, cyber insurance, professional indemnity, or personal lines

What makes this template insurance-industry ready

Unlike generic contact forms, this template includes insurance-specific question flows:

• Coverage type identification across property, liability, professional indemnity, cyber, workers' compensation, motor vehicle, and more
• Risk exposure analysis to uncover potential gaps and vulnerabilities
• Current policy review section capturing carrier names, policy numbers, coverage limits, renewal dates, and satisfaction levels
• Claims history collection including incident types, dates, amounts, and outcomes
• Budget and decision-making insights to qualify leads and set realistic expectations

Conditional logic ensures clients only see questions relevant to their situation—personal insurance seekers won't see commercial liability questions, and those without current coverage skip the policy review section entirely.

Connect your insurance tech stack with Stepper

The real power comes after "Submit." With Stepper, Paperform's AI-native workflow builder, you can automate what happens next:

• Instant CRM updates: Push new leads directly into your insurance CRM or agency management system (Applied Epic, Vertafore, HawkSoft, etc.) with all discovery data pre-populated
• Smart lead routing: Automatically assign leads to the right broker based on coverage type, location, or company size
• Quote preparation workflows: Trigger tasks for your underwriting team, pull carrier rate sheets, and schedule follow-up calls
• Document generation: Create personalized proposals or coverage gap analyses based on form responses
• Follow-up sequences: Send targeted email nurture campaigns based on which coverage types the prospect expressed interest in

For example, when a commercial lead indicates they have no cyber insurance and handle customer data, Stepper can alert your cyber specialist, add the lead to a high-priority list, and send an educational email about data breach risks—all automatically.

Built for compliance and security

Insurance data demands trust. This form template runs on Paperform's SOC 2 Type II compliant platform, giving you and your clients confidence that sensitive policy details, claims history, and financial information are handled securely. All submissions are encrypted, and you maintain full control over data access with role-based permissions for your team.

Who this template is perfect for

• Independent insurance brokers building their own client base across personal and commercial lines
• Insurance agencies standardizing their discovery process across multiple brokers and support staff
• Commercial insurance specialists focusing on business insurance, professional indemnity, or workers' compensation
• Personal lines agents serving individuals and families with home, auto, life, and umbrella coverage
• Managing general agents (MGAs) qualifying wholesale broker submissions
• Insurance consultants conducting risk assessments and coverage audits for corporate clients

Customize for your specialty

This template provides the essential foundation, but Paperform's flexibility means you can easily adapt it:

• Add specialty questions for cyber insurance risk assessments, construction contractor exposures, or professional services E&O factors
• Include file upload fields for clients to attach current policy declarations, loss runs, or financial statements
• Embed video introducing yourself or explaining your value proposition
• Create multi-page flows that break the discovery into digestible sections with progress indicators
• Use Guided Mode for a one-question-at-a-time experience that feels more conversational

Get set up in minutes

Unlike complex insurance software that requires IT support and training, this Paperform template is ready to use immediately. Simply customize the questions, apply your brand colors and logo, add your contact information, and share via link, email, or embed on your website. You'll start collecting structured discovery data within minutes, not weeks.

Whether you're a solo broker handling 50 clients or a growing agency managing thousands of policies, this Insurance Broker Discovery Form gives you a professional, efficient foundation for every new client relationship—helping you quote faster, close more business, and deliver better coverage recommendations backed by complete information.

Try Paperform today and transform your insurance discovery process into a competitive advantage.