Medicare Supplement Plan Suitability Quiz

Find the Right Medicare Supplement Plan for Your Clients

As an insurance agent, matching clients with the right Medicare supplement plan can be complex. Our Medicare Supplement Plan Suitability Quiz streamlines the needs assessment process, helping you quickly identify coverage gaps and recommend the most appropriate Medigap policy for each client's situation.

This diagnostic quiz template guides clients through key questions about their current Medicare coverage, healthcare needs, budget constraints, and lifestyle preferences. The form automatically analyzes their responses to provide personalized plan recommendations—whether that's Plan F, Plan G, Plan N, or another option that fits their unique circumstances.

Built for Insurance Agents and Agencies

Paperform makes it easy to deliver a professional, branded experience that builds trust from the first interaction. Customize the quiz with your agency's colors, logo, and messaging, then embed it on your website or share it directly with prospects. All responses are captured in one place, giving you the detailed information you need for meaningful follow-up conversations.

The quiz covers everything from prescription drug coverage and doctor preferences to travel habits and out-of-pocket costs—painting a complete picture of what matters most to each client. Conditional logic ensures clients only see relevant questions based on their answers, creating a smooth, personalized experience.

Automate Your Follow-Up Workflow

Once a client completes the quiz, Paperform's integrations and automation capabilities help you stay responsive. Send results to your CRM, trigger personalized email sequences based on plan recommendations, or use Stepper (stepper.io) to create multi-step workflows that automatically schedule consultations, send quote comparisons, and track where each lead is in your sales process.

With Paperform's calculation engine and conditional logic, you can even build in budget analysis that shows clients estimated monthly premiums versus potential out-of-pocket costs—helping them see the value of comprehensive coverage.

Whether you're an independent agent or part of a larger agency, this template helps you deliver consultative service at scale, positioning yourself as a trusted advisor who truly understands each client's Medicare supplement needs.