About this template
An auto insurance quote form is an essential intake questionnaire used by insurance agents, brokers, and agencies to capture vital details from prospective clients seeking car insurance coverage. Instead of endless phone tag and scattered emails, this standardized template collects driver history, household occupants, homeownership status, and comprehensive vehicle details in a single, structured submission.
Designed to streamline the quotation workflow, this form gathers everything an agent needs to calculate accurate premiums quickly. By collecting VINs, coverage preferences, and current insurance carrier details upfront, insurance professionals can eliminate back-and-forth communication and deliver prompt, precise estimates.
With Doc2Form, deploying this form takes seconds. You can easily embed it on your agency website, share it via direct link in marketing campaigns, or integrate responses with your client management tools. Provide a seamless onboarding experience for prospective policyholders and turn web traffic into qualified insurance leads without manual data entry.
Key features
- Capture complete driver and vehicle specifications in one submission.
- Collect household and licensed occupant details for multi-driver policies.
- Streamline quote generation with structured, pre-formatted fields.
- Eliminate manual data entry by routing responses directly to your spreadsheet.
- Easily customize questions to match your agency's specific underwriting guidelines.
Use cases
Capturing inbound quote requests from agency websites and landing pages.
Onboarding new prospective clients during phone or virtual consultati…
Onboarding new prospective clients during phone or virtual consultations.
Gathering multi-vehicle and multi-driver details for family auto poli…
Gathering multi-vehicle and multi-driver details for family auto policies.
Collecting document links and policy history prior to final underwrit…
Collecting document links and policy history prior to final underwriting.
What this form collects
- Full Legal Name (Short answer)Enter your first, middle, and last name as it appears on your driver's license.
- Date of Birth (Date)Enter your date of birth (MM/DD/YYYY).
- Email Address (Short answer)We will send your official quote and policy options to this address.
- Phone Number (Short answer)Include your area code (e.g., 555-0199).
- Current Residential Address (Paragraph)Enter your street address, city, state, and ZIP code.
- Homeownership Status (Multiple choice)Do you own or rent your primary residence?
- Driver’s License Status (Multiple choice)Select the option that best describes your license status.
- Spouse Full Name (Short answer)If applicable, enter your spouse's full legal name.
- Spouse Date of Birth (Date)Enter your spouse's date of birth if they are to be included on the policy.
- Licensed Occupants List (Paragraph)List the names and ages of any other licensed drivers living in your household.
- Current Health Insurance Carrier (Short answer)Enter your current health insurance provider, if applicable.
- Vehicle 1 Information (Paragraph)Provide the Year, Make, Model, and Estimated Annual Mileage for your first vehicle.
- Vehicle 1 Desired Coverage (Multiple choice)Select the coverage level you prefer for this vehicle.
- Vehicle 2 Information (Paragraph)If applicable, enter Year, Make, Model, and Estimated Annual Mileage for your second vehicle.
- Vehicle 2 Desired Coverage (Multiple choice)Select coverage level for the second vehicle.
- Additional Vehicles Details (Paragraph)Provide details for any third vehicle or more.
- How did you hear about us? (Dropdown)Let us know how you found our agency.
- Upload Insurance & ID Documents (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Additional Notes for Agent (Paragraph)Include any specific coverage questions, prior accidents, or special requests.
FAQ
What is an auto insurance quote form?
An auto insurance quote form is an online questionnaire used by insurance professionals to collect driver histories, vehicle details, and coverage preferences from prospective clients in order to provide an accurate price estimate.
How can I share this quote form with potential clients?
Once generated with Doc2Form, you can share the Google Form via a direct link, embed it directly into your agency website, or include it in digital marketing emails.
Can I add or remove specific vehicle questions?
Yes! Because the form lives in your Google Drive as a standard Google Form, you have full freedom to add, edit, or remove any fields to suit your agency's underwriting requirements.
What information does this template collect?
It collects essential details including primary driver information, homeownership status, spouse details, licensed household occupants, specific vehicle make and model data, and document attachment links.
How does Doc2Form help me manage submissions?
Every submission is automatically organized in a connected Google Sheets spreadsheet, making it easy to track leads, calculate quotes, and follow up with prospective policyholders.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.