About this template
Gathering detailed property and personal information is the first step in providing an accurate homeowners insurance quote. This homeowners insurance questionnaire template streamlines the intake process for insurance agents and brokers, allowing you to capture critical data regarding property specifications, construction materials, safety features, and applicant details in one organized submission.
Instead of juggling endless email threads or messy paper forms, insurance professionals can use this digital questionnaire to collect everything needed for risk assessment and policy pricing. The form covers essential data points such as home square footage, roof age, foundation type, security systems, and mortgage details. By standardizing your intake workflow, you reduce manual data entry, minimize follow-up phone calls, and deliver faster, more precise quotes to prospective clients. Property buyers and homeowners benefit from a smooth, mobile-friendly experience that lets them submit their details at their convenience from any device.
Key features
- Collect detailed property characteristics and construction data in one submission.
- Streamline quote generation and reduce back-and-forth client communication.
- Fully customizable via Doc2Form to match your agency branding and specific underwriting rules.
- Mobile-friendly format allows clients to complete the questionnaire from any smartphone or tablet.
- Easily organize and review responses directly in Google Sheets.
Use cases
New insurance client onboarding and risk evaluation.
Real estate closing preparation for buyers seeking new property cover…
Real estate closing preparation for buyers seeking new property coverage.
Annual policy reviews and coverage updates for existing homeowners.
Comparative quote gathering for multi-property real estate investors.
What this form collects
- Full Name (Short answer)Enter your first and last name as it appears on official identification.
- Date of Birth (Date)Format: MM/DD/YYYY
- Email Address (Short answer)We will send your formal insurance quote to this address.
- Phone Numbers (Short answer)Provide your primary contact number.
- Current Mailing Address (Paragraph)Enter your current street address, city, state, and ZIP code.
- Referral Source (Dropdown)How did you hear about our agency?
- Spouse Information (If Applicable) (Paragraph)Include full name and date of birth if a spouse is to be included on the policy.
- Property Address to Be Insured (Paragraph)Enter the complete address of the home requiring coverage.
- Home Type (Multiple choice)Select the structure type of the property.
- Foundation Type (Dropdown)Choose the primary foundation type for the home.
- Home Square Footage (Short answer)Approximate total finished square footage (excluding unfinished basements).
- Roof Last Replaced Year (Short answer)Enter the approximate year the roof was last installed or completely replaced.
- Number of Bathrooms (Short answer)Count full and half baths (e.g., 2.5).
- Central Air Conditioning (Multiple choice)Does the home feature central AC?
- Fireplace Details (Short answer)Specify the number and type of fireplaces (wood-burning, gas, electric), or indicate none.
- Exterior Wall Type (Dropdown)Select the primary exterior construction material.
- Garage Type (Dropdown)Select the garage configuration.
- Mortgage Status (Multiple choice)Is there a mortgage on this property?
- Current Homeowners Policy Documents (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe your current declarations page if you wish to attach it for comparison.
- Additional Notes About the Home (Paragraph)Share any recent renovations, safety upgrades (security system, sprinklers), or special valuables (jewelry, art) you would like covered.
FAQ
How does this template help me generate faster insurance quotes?
By gathering all necessary property and personal details upfront, you eliminate the need for lengthy initial phone calls or multiple emails. You receive a complete profile of the home and the applicant before you begin underwriting.
Can I customize the questions to match my agency's underwriting guidelines?
Yes. Once the template is in your Google Forms account, you can freely add, remove, or modify questions to capture specific risk factors required by your insurance carriers.
Is this form mobile-friendly for my clients?
Google Forms automatically optimizes layouts for mobile devices, ensuring your clients can easily fill out the questionnaire from their phones or tablets.
How do I handle document uploads like current policy pages or photos?
While Google Forms handles text and selections natively, you can include a designated file link field (e.g., Google Drive or Dropbox) where clients can securely share copies of previous declarations pages or property photos.
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.