Sharing your QuoteForms

QuoteForms make it easy to collect client information quickly — whether you send a link directly or embed the form on your own website.

Written By David Watson

Last updated 9 days ago

There are 2 different ways to share your QuoteForms with your prospects:

  1. Using a link to your QuoteForm

  2. Embedding it natively on your website

Understanding the Starting Page 🧭

When a prospect opens your QuoteForm link, they’ll first see a Starting Page. This page can show one of two options depending on your setup:

  • Entry Page: A branded intro screen with your agency’s logo and a “Start Your Quote” button.

  • Line of Business Selection: If your QuoteForm supports multiple lines (e.g., Home, Auto, Umbrella), this page allows prospects to choose the relevant line before starting.

By default, your QuoteForm opens to this Starting Page to help guide prospects to the correct form.

🆕 Skipping the Starting Page

You can bypass it entirely by updating your QuoteForm link:

  • Replace /respond with /start in your URL.

This directs prospects straight into the QuoteForm without seeing the Entry Page or Line of Business options — perfect for targeted campaigns or when you already know which line of business applies.

Option 1: Share a QuoteForm Link

  1. Go to RiskAdvisor → QuoteForms or visit app.riskadvisor.insure/quoteforms

  2. Locate the QuoteForm you want to share.

  3. Click the Link icon to Copy URL.

  4. Paste the link anywhere — email, text message, CRM templates, or marketing pages.

Option 2: Embed a QuoteForm on Your Website

Embedding a QuoteForm lets prospects complete it directly on your site — ideal for “Get a Quote” pages or landing pages.

  1. Go to RiskAdvisor → QuoteForms or visit app.riskadvisor.insure/quoteforms

  2. Find the QuoteForm you want to embed.

  3. Click the Embed Code icon (</>) to Copy Embed Code.

  4. On your website, open the HTML editor or “Embed HTML” block (depending on your site builder).

  5. Paste the embed code where you want the form to appear.

  6. Save or publish your page.

Embedding with the Entry Page

To Embed a QuoteForm that starts with the Entry Page, simply use the default HTML code that is provided.

Embedding & Skipping the Entry Page

To Embed a QuoteForm that starts at the Line of Business Selection, replace the /respond with /start in the HTML Code that is provided.