Business Insurance Quote Request — Kickoff intake form (public) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).
Tell us how your business operates and what you’re exposed to, and we’ll match commercial coverage to your needs. This is a request for a quote, not a binding of coverage.
What it collects (by section):
- About you — First name [short text]; Last name [short text]; Email address [short text].
- Your business — Business Operations Summary [long text]; Years in Business [number]; Employee Count (approx.) [number]; Annual Revenue Band (est.) [dropdown: <$250k / $250-999k / $1-2.9M / $3-4.9M / $5M+]; Primary Location(s) for Business [long text].
- Exposures & coverage — Lines of Interest (insurance) [multi-select: Auto (personal) / Homeowners / Renters / Umbrella (personal) / Life / …]; Subcontractor Usage [dropdown: No / Occasionally / Frequently / Sub-dependent]; Equipment / Tools Value Band [dropdown: <$25k / $25-99k / $100-249k / $250-499k / $500k+].
- Timing & current coverage — Target Effective Date [date]; Current Carrier(s) (names only) [long text]; Insurance Notes (client-specific) [long text].
Required: Email address, Business Operations Summary (kept low-friction).
Form type: Kickoff intake (in), public. Niche: Insurance. Deployment: embed.
Best for / surface when: Insurance client workflow — business insurance quote request.