Insured Client Details

Contact & support

Insurance

Open a client file with household contacts and what they already carry — onboarding, not a quote engine.

clientonboardinginsuranceintake

A new client who only emails “we just moved” leaves an agency without a mailing address or a household list. This template opens a file. It does not quote and it does not bind.

Who it is for

Agencies onboarding a household or a small book they already agreed to serve.

When to use it

Send it after the first call. Coverage Quote Request is shopping. Insurance Update is a mid-term change. Customer Onboarding is a software customer, not a policyholder.

What this form collects

Identity, mailing address, lines they already carry, optional household names, and a review-first note.

  • New-household welcome packet
  • Book transfer from a retiring agent
  • Commercial contact who is still a person, not a loss run

Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.

Insured Client Details

Open a client file with household contacts and what they already carry — onboarding, not a quote engine.

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Frequently asked questions

Why not ask for driver’s license numbers here?

Keep ID numbers off a public form unless you already protect that page. Names are enough to start a file.

Can they attach declarations?

Add a file field after you clone it. Optional is kinder for people who have not found the packet yet.

Is this a quote?

No. Send shoppers to Coverage Quote Request. This form is for people you are already going to serve.

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