About this template
Protecting a client's most valuable asset starts with gathering accurate property and homeowner details. This Home Insurance Quote Google Form template helps insurance agents, brokers, and agencies collect all the necessary information upfront to generate precise, competitive quotes without the endless back-and-forth emails.
Designed for ease of use, the form collects comprehensive property specifications including square footage, roof age, construction materials, safety features like fenced yards or pools, and recent insurance claims history. By standardizing this intake process, your agency can quickly evaluate risk profiles and respond to prospective clients with accurate pricing.
Built for instant deployment via Doc2Form, you can share this template via a direct link or embed it on your agency website to capture high-intent leads 24/7. Every submission populates neatly into a connected Google Sheet, giving your sales team an organized pipeline of new business inquiries ready for immediate follow-up.
Key features
- Collect detailed property specs and construction history in one submission
- Capture safety and security details like pools, fencing, and roof age
- Track recent insurance claims to streamline risk assessment
- Organize all prospect inquiries automatically in Google Sheets
- Deploy instantly by sharing a link or embedding on your website
Use cases
Independent insurance agencies capturing new prospective clients online
Real estate brokerages partnering with insurance providers for buyer …
Real estate brokerages partnering with insurance providers for buyer onboarding
Insurance brokers conducting annual policy reviews and home updates
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Phone Number (Short answer)Enter the best phone number to reach you during business hours.
- Email Address (Short answer)We will send your finalized quote to this email address.
- Property Address (Paragraph)Enter the street address, city, state, and ZIP code of the home to be insured.
- Mailing Address Status (Multiple choice)Is your current mailing address the same as the property address?
- Mailing Address (Paragraph)If different from the property address, enter your current mailing address.
- Number of Bedrooms (Dropdown)Select the total number of bedrooms in the home.
- Number of Bathrooms (Dropdown)Select the total number of full and half bathrooms.
- Pool Status (Multiple choice)Does the property have a swimming pool?
- Pool Area Screened Status (Multiple choice)If you have a pool, is the pool area enclosed by a screen enclosure?
- Yard Fenced Status (Multiple choice)Is the yard fully fenced?
- Roof Type (Dropdown)Select the primary roofing material.
- Age of Roof (Short answer)Enter the approximate age of the roof in years (or the year it was last replaced).
- Garage Capacity (Dropdown)Select the vehicle capacity of the garage.
- Flooring Types (Checkboxes)Select the primary flooring materials found in the home.
- Electrical, Plumbing, and A/C Updates (Paragraph)List the approximate years any major systems (electrical panel, plumbing, roof, or HVAC) were last updated or replaced.
- Claims in Last 5 Years (Paragraph)Have you filed any homeowner insurance claims in the past 5 years? If yes, please briefly describe.
- Year Built (Short answer)Enter the year the home was originally constructed.
- Home Square Footage (Short answer)Enter the approximate living square footage of the home.
FAQ
How do I share this home insurance quote form with clients?
You can share the Google Form via a direct web link, email it to prospective clients, or embed it directly onto your agency's website.
Where are the quote submissions stored?
All form responses are automatically saved in a Google Sheet linked to your form, allowing you and your team to review and process quotes in real time.
Can I customize the questions on this template?
Yes! Once generated in your Google Drive, you can fully edit, add, or remove any questions to match your agency's specific underwriting requirements.
Is this form template free to use?
Yes, this template is completely free to convert and use via Doc2Form and Google Forms.
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.