About this template
An accurate auto insurance quote requires precise details about drivers, vehicles, and coverage history. This Auto Quote Google Form template streamlines the data collection process for insurance agencies, brokers, and auto dealerships, replacing disorganized emails and phone calls with a structured, easy-to-use digital form.
Designed to capture everything needed for a comprehensive quote, the form gathers client contact information, specific vehicle makes and models, primary drivers, and current policy details. Built-in file upload fields allow clients to easily share existing policies or inspection reports. By centralizing this information, insurance professionals can formulate precise quotes faster, reduce back-and-forth communication, and deliver a superior customer onboarding experience.
With Doc2Form, you can instantly turn this template into a live Google Form, customize fields to match your specific underwriting guidelines, and start collecting client submissions right away in your Google Drive.
Key features
- Collect complete driver history and vehicle specs in one submission
- Provide file upload slots for current policies and inspection documents
- Standardize quote requests to eliminate missing information
- Organize all responses directly in your connected Google Sheets
- Fully customizable to match your agency branding and coverage options
Use cases
- New client insurance inquiries and premium estimations
- Dealership trade-in and financing insurance verifications
- Fleet vehicle coverage additions and adjustments
- Annual policy renewals and coverage reviews
What this form collects
- Full Name (Short answer)Enter your first and last name as it appears on your driver's license.
- Mailing Address (Paragraph)Include your street address, city, state, and ZIP code where your vehicles are primarily garaged.
- Preferred Contact Method (Multiple choice)Let us know how you would prefer our team to reach you with your quote.
- Quote Type(s) Needed (Checkboxes)Select all the types of coverage or policy updates you are looking for.
- List Drivers (Paragraph)Provide the full names, dates of birth, and driver's license numbers for all drivers to be included on the policy.
- List Vehicles (Paragraph)Please list the year, make, model, and VIN (Vehicle Identification Number) for each vehicle you want to insure.
- Current Policies Upload (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe your current insurance declarations page if you wish to attach it.
- Property Address (Paragraph)If bundling with home or renters insurance, provide the property address if different from your mailing address.
- Roof Age (Short answer)Estimated age of the roof in years (if applicable for home insurance bundling).
- Home Closing Status (Dropdown)Are you currently purchasing a new home or refinancing?
- Estimated Closing Date (Date)If applicable, enter your expected closing date.
- Current Policy / Inspection Upload (Paragraph)Please paste a link to any recent home inspection reports or additional documentation you'd like us to review.
FAQ
How do I customize the coverage options or questions on this form?
Once your template is generated in Google Forms, you can easily add, edit, or remove any questions, dropdown menus, or section breaks directly within the Google Forms editor.
Where are the auto quote submissions stored?
All client responses are saved securely in your Google Drive and can be automatically linked to a Google Spreadsheet for instant review and sorting.
Can clients attach documents like their current insurance cards?
Yes. The form includes designated fields where clients can paste file links or describe documents they wish to share, such as current policy declarations or inspection reports.
Is this auto quote template free to use?
Yes, this template is completely free to convert and deploy as a Google Form using Doc2Form.
Can I set up email notifications for new quote requests?
Yes, you can configure Google Forms to send you an email notification instantly every time a prospective client submits an auto quote request.
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.