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Commercial insurance quote form template

This five-step commercial insurance quote form asks the type of business, the number of employees, annual revenue and current cover, followed by the contact details. You can clone it into your Growform account and add the lines you write.

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What the form asks, step by step

An agent needs the industry, the headcount and the revenue before quoting commercial cover, and the form asks each as a single tap.

  1. Step 1: “What type of business do you run?”

    Retail, restaurant, healthcare or construction points to the right carriers.

  2. Step 2: “How many employees do you have?”

    Headcount bands shape the workers’ compensation and liability quotes.

  3. Step 3: “What’s your annual business revenue?”

    Revenue bands from under $100k to over $1M size the policy.

  4. Step 4: “Do you currently have commercial insurance?”

    Existing policyholders are comparing prices, while others need their first policy.

  5. Step 5: “How shall we contact you?”

    Name, email and phone come last.

  6. After submitting

    Agents can rewrite the thank-you message to list the documents they will ask for on the call.

Who it’s for

Independent agencies, commercial brokers and insurance lead generators use this template on business insurance landing pages. It works as a short business insurance questionnaire that captures the industry, the size and the current coverage before an agent calls. The answers decide which carriers to approach and whether the lead needs general liability, workers’ compensation or a package policy.

Why this structure converts

  • Industry comes first, because it decides which carriers will quote at all.
  • Headcount and revenue are banded, so owners answer without looking at their accounts.
  • The current-cover question tells you whether you are quoting a switch or a new policy.
Use this template

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Make it yours

  • Add a coverage question

    Ask which coverage the business needs, such as general liability, property, workers’ compensation or commercial auto, as a multi-select step.

  • Ask for the renewal date

    For businesses that already have cover, show a date field for the renewal so you can quote at the right time.

  • Record consent

    Add a consent checkbox to the last step and turn on TrustedForm if you sell or share commercial leads.

Send every lead where your team works

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Frequently asked questions

Is this a commercial insurance application?

No. A commercial insurance application collects detailed underwriting information for the carrier. This form is the quote request that comes first and qualifies the lead.

What should a commercial insurance questionnaire ask?

It should ask the industry, the number of employees, the revenue and the current coverage. This template asks those four and then collects contact details.

Does it connect to agency management systems?

Growform connects to EZLynx, AgencyZoom, HubSpot and Salesforce, so each quote request can create a lead.

What happens next?

  1. Step 1: Clone this form template

    Clone this template into your Growform account (create one first if you don’t already have one).

  2. Step 2: Edit your form

    Get creative and adjust your form's theme options, questions or layout in the Growform form builder.

  3. Step 3: Share or embed your form

    Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.

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