About this template
Streamline commercial insurance underwriting and client onboarding with this comprehensive Insurance Form Questionnaire. Designed specifically for insurance agencies, brokers, and risk assessors, this template captures critical business and financial data efficiently in one organized place.
The form collects essential contact details, company information, market sectors, payment terms, projected insured sales, and accounts receivable debtor aging matrices. By centralizing these detailed inquiries, underwriting teams can evaluate risk profiles accurately without endless back-and-forth emails.
With Doc2Form, you can instantly turn this template into a fully functioning Google Form, allowing clients to submit structured data directly into your Google Workspace. Customize questions, add your agency branding, and automate your client intake workflow with zero friction.
Key features
- Collect detailed corporate and financial data securely
- Capture accounts receivable and debtor aging metrics
- Standardize underwriting inquiries across all clients
- Ready to deploy instantly as a Google Form
Use cases
- Commercial property and casualty insurance applications
- Accounts receivable insurance underwriting
- New commercial client risk profiling
- Annual policy renewal reviews
What this form collects
- Company Name (Short answer)Enter the legal registered name of your business.
- Contact Person Full Name (Short answer)Enter the first and last name of the primary contact person.
- Role / Title (Short answer)Enter your official title or position within the company.
- Email Address (Short answer)Provide a primary email address for formal correspondence.
- Phone Number (Short answer)Include your direct phone number or office line with area code.
- Business Address (Paragraph)Provide the main physical or mailing address of your headquarters.
- Products or Services Sold (Paragraph)Briefly describe the core products or services your business offers.
- Market Sector Sold To (Short answer)Indicate your primary customer base (e.g., B2B, B2C, Government, Retail).
- Standard Payment Terms (Short answer)Specify your typical payment terms offered to buyers (e.g., Net 30, Net 60).
- Projected Insured Sales (Short answer)Enter your estimated total sales volume for the upcoming policy period.
- Average Days Sales Outstanding (DSO) (Short answer)Provide your current average DSO in days.
- Debtor Aging Report Summary (Paragraph)Please paste a link to your current accounts receivable aging report or describe your current aging breakdown (e.g., Current, 30 days, 60 days, 90+ days).
- Top Buyers List (Paragraph)List your top key buyers, including company names and estimated percentage of total sales.
- Sales Agent Name (Short answer)If applicable, enter the name of the insurance agent assisting with this application.
- Authorization Date (Date)Enter today's date.
- Applicant Signature (Short answer)Type your full legal name to serve as your digital authorization signature confirming all details are accurate.
FAQ
How do I use this insurance questionnaire template?
Click to instantly generate a copy of this template in your Google Forms account via Doc2Form, then share the link with your clients.
Can I customize the financial and debtor aging questions?
Yes! Once the template is in your Google Forms dashboard, you can edit, add, or remove any fields to match your specific policy requirements.
Where do the form submissions go?
All client responses are automatically saved in a Google Sheet linked directly to your Google Form for easy review and analysis.
Is this 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.