About this template
The Personal Insurance Review Form is an essential tool for insurance advisors, brokers, and financial planners tasked with evaluating a client's existing coverage and identifying potential protection gaps. Whether conducting annual policy reviews or onboarding new clients, this form streamlines the data collection process by gathering comprehensive details regarding home improvements, licensed drivers, household assets, and existing policy structures.
Built for efficiency, this template replaces clunky paper questionnaires and scattered emails with an organized, digital intake process. Advisors can use the insights gathered to understand specific client needs, evaluate risk profiles, and prepare tailored policy recommendations. Doc2Form allows you to instantly convert and customize this template into a Google Form, ensuring your clients can complete their annual reviews seamlessly from any desktop or mobile device.
Key features
- Collect detailed client policy and asset data in a single submission
- Identify coverage gaps for home, auto, and personal valuables
- Streamline annual review workflows for insurance advisors and brokers
- Mobile-friendly format allows clients to complete reviews on the go
- Instantly convert and customize as a Google Form using Doc2Form
Use cases
Annual policy check-ins for existing insurance clients
New client onboarding and initial coverage assessments
Gathering details on major life changes, new drivers, and home renova…
Gathering details on major life changes, new drivers, and home renovations
Reviewing coverage for high-value items, jewelry, and additional prop…
Reviewing coverage for high-value items, jewelry, and additional properties
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send your review summary and policy recommendations?
- Best Phone Number (Short answer)Include area code.
- Licensed Drivers in Household (Paragraph)List all currently licensed drivers living in your home.
- New Drivers in Next 1–2 Years (Multiple choice)Will any household members (such as teenagers) become driving age soon?
- Driver Occupations & Commute Details (Paragraph)Briefly describe the primary commute or vehicle use for household drivers.
- Home Improvements Status (Multiple choice)Have you made any major renovations or additions to your home recently?
- Home Improvement Details (Paragraph)If yes, please describe the improvements and estimated value added.
- Security Devices Status (Multiple choice)Do you have active security systems, smoke detectors, or smart home monitoring installed?
- Security Device Details (Short answer)Specify the type of security systems installed (e.g., monitored burglar alarm, water leak sensor).
- Jewelry, Fine Art, and Valuables Status (Multiple choice)Have you recently purchased or acquired high-value jewelry, art, or collectibles?
- Valuables Details (Paragraph)Provide a brief description and estimated value for items requiring scheduled riders.
- Household Inventory Status (Multiple choice)Do you currently maintain an up-to-date home inventory list or video record?
- Flood or Earthquake Coverage Status (Multiple choice)Would you like to review or add supplemental flood or earthquake insurance?
- Mortgage Status (Short answer)Have you refinanced your home or paid off your mortgage recently?
- Life Insurance Consideration Status (Multiple choice)Would you like to discuss or review your current life insurance policies?
- Additional Properties or Vehicles (Paragraph)Do you own any new boats, recreational vehicles, or rental properties not currently listed on your policy?
- Claims Satisfaction Status (Linear scale)How satisfied are you with how your past insurance claims or inquiries were handled?
- Additional Insurance Program Notes (Paragraph)Share any other concerns, questions, or specific coverage goals you have for the upcoming year.
FAQ
What is the purpose of the personal insurance review form?
It helps insurance agents and brokers gather vital information from clients regarding their current policies, lifestyle changes, and asset updates to identify coverage gaps and recommend suitable solutions.
Can I customize this template to match my agency's specific requirements?
Yes. Once you convert the template into Google Forms via Doc2Form, you can freely add, remove, or modify questions to align with your agency's offerings.
How do clients access and submit the form?
Clients can open the form link on any smartphone, tablet, or computer, making it convenient for them to complete their review at their own pace.
What kind of information does the form collect?
It collects basic contact information, household driver details, home improvements, security device updates, jewelry replacement values, and current policy considerations.
How does Doc2Form help with this template?
Doc2Form instantly transforms this template structure into a ready-to-use Google Form, saving you time on manual setup and formatting.
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.