Intake Form Software for Insurance Agencies

Collect custom questions, carrier data, and dec pages in one branded client flow.

InsurGrid helps P&C agencies replace PDFs, generic web forms, and follow-up emails with structured intake submissions connected to policy data collection.

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See How It Works

Form builder

1Contact info

2Custom questions

3Carrier connect

4Review and submit

Structured submission

Source

Collected

Status

Form answers

12 fields

Complete

Carrier login

Authorized

Connected

Dec pages

2 policies

Ready

1 link

Start intake, authorization, and policy collection together.

Custom

Ask the questions your agency needs before quoting.

Dec pages

Collect supported carrier data inside the same flow.

Structured

Review answers, policy details, and documents together.

Built for intake that turns into quote work

Generic forms collect answers. InsurGrid intake forms collect the client details, carrier authorization, and policy documents your team needs to move the quote forward.

One branded client flow

Send prospects one link that feels like your agency and keeps every step in one session.

Custom questions by workflow

Collect line-specific details for personal, commercial, renewal, service, and referral workflows.

Optional carrier connect

Turn carrier data collection on when the form needs dec pages, policy details, or insured authorization.

Conditional routing

Show relevant follow-up questions based on each answer so clients do not see unnecessary steps.

Structured submissions

Review answers, carrier status, documents, timestamps, and source details in the same workspace.

Producer-ready handoff

Give producers and CSRs cleaner information before rating, remarketing, or follow-up begins.

How intake forms work

Build the form once, send one link, and review every response as quote-ready data.

Build the intake flow

Start from an agency intake template or build a custom form with contact fields, line-of-business questions, qualifying logic, and carrier-connect steps.

Builder preview

AutoHomeCommercial

Client link

Connect carrier or continue

Send one branded link

Share the intake form by email, text, QR code, referral partner page, or website embed. Clients answer questions and connect supported carriers without juggling two tools.

Review the submission

Each completed flow lands as structured information: form answers, source tags, authorization status, policy records, dec pages, and follow-up context.

Submission view

Field

Value

Source

Line

Home

Form

Premium

Current

Dec page

What InsurGrid intake forms can collect

Use the form as the front door for the details, documents, and policy data your team needs next.

Client and contact detailsName, email, phone, address, preferred contact method, and source attribution.

Line-of-business answersDrivers, vehicles, properties, business operations, employees, revenue, and coverage needs.

Conditional follow-upsShow additional questions when an answer requires more context before the quote starts.

Carrier authorizationCollect consent and supported carrier login details in the same client-facing flow.

Dec pages and policy dataAttach current policy documents and extracted details to the intake submission.

Review-ready submission historyKeep timestamps, source tags, form responses, and policy records tied to the client.

Common intake workflows

Different workflows, same builder. Intake forms can start simple or include carrier data collection when the quote needs it.

Quote request intake

Replace static PDFs with a branded form that captures coverage needs, client details, and current policy context.

Renewal review forms

Ask existing clients what changed, then collect refreshed policy information before remarketing begins.

Commercial prequalification

Use branching questions to screen business class, revenue, employee count, locations, and underwriting fit.

Referral partner intake

Give partner-specific links or embeds so referral leads enter InsurGrid with the right source tag.

Policy change requests

Collect vehicle, address, mortgagee, certificate holder, or insured detail changes without email back-and-forth.

Website quote widget

Embed a lighter intake form on agency pages, then route qualified prospects into the full carrier-connected flow.

Related InsurGrid workflows

Connect intake forms to the next step in the insurance data workflow.

Intake Forms FAQs

A few practical details about using intake forms inside InsurGrid.

Can intake forms replace our existing quote request forms?

Yes. Agencies can use InsurGrid intake forms for quote requests, renewal reviews, website embeds, referral links, and service workflows.

Is carrier connection required on every form?

No. Carrier connection can be included when the workflow needs policy data or dec pages, or left off for a simpler intake-only form.

Can forms use conditional logic?

Yes. Questions can branch based on prior answers so clients only see the details relevant to their quote or service request.

What happens after a client submits a form?

The submission appears in InsurGrid with form responses, carrier status, linked policy details, documents, timestamps, and source context.

Ready to collect intake forms and dec pages in one flow?

See how InsurGrid turns client intake into structured quote-ready data.

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