Available QuoteForm Fields

Written By David Watson

Last updated 5 months ago

Overview

QuoteForms collect structured information from prospects before you start quoting.

This article outlines:

What fields appear on each QuoteForm
Which questions are conditional (only appear when triggered)
What information clients should have ready

To follow along as we work on Custom QuoteForms upvote this ticket:QuoteForms Customization v1

How QuoteForms Work 🚀

All QuoteForms follow this structure:

Applicant Information (required on all forms)
Line of Business Selection
Line of Business–Specific Questions
Conditional questions that appear based on selections

Fields dynamically show or hide depending on client answers.

Applicant Section (Common to All Forms)

These fields appear on every QuoteForm:

First Name
Last Name
Phone Number
Email
Best Method of Contact
Address (Street, City, State, Zip, Country)

Home Insurance QuoteForm

The Home form uses a step-by-step layout to improve completion rates.

Step 1 – Property Address

Is this a New Purchase?
Use Primary Address? (if not a new purchase)
When do you close on your new home? (if new purchase)
Property Address

Conditional Logic

If New Purchase = Yes, closing date is required.
If Use Primary Address = No, property address must be entered manually.

Step 2 – Property Details

What is the usage of this home?
Do you ever rent this home to others?
What is the shortest rental period? (if rented)
Who manages the rental property? (if rented)
Is the home rented on AirBNB/VRBO? (if rented)
Year Built
Square Footage
Stories
Bedrooms
Full Bathrooms
Half Bathrooms
Roof Material
Roof Shape
Type of Primary Heating
Number of Heating Units

Step 3 – Updates

Have any of the following been updated?

Roof
Electrical
Plumbing
Heating & Cooling

If selected, follow-up questions appear:

Roof Update Year
Roof Update Type
Heating & Cooling Update Year
Electrical Update Year
Electrical Update Type
Plumbing Update Year
Plumbing Update Type

Step 4 – Discounts

Which discounts apply?

Step 5 – Animals

Do you have any pets/animals?
What type of pet/animal? (if yes)
What type of dog? (if dog selected)
What type of farm animal? (if farm animal selected)

Step 6 – Swimming Pool

Do you have a swimming pool?
What kind of pool? (if yes)
Do any of these apply? (pool features — if yes)

Pool features may include:

Fencing
Diving board
Slide
Safety gate

Step 7 – Trampoline

Do you have a trampoline?
Do you have a fence? (if yes)
Do you have a safety net? (if yes)

Auto Insurance QuoteForm

The Auto form collects information in three major sections.

Step 1 – Garaging Address

Use Primary Address?
Garaging Address (if not using primary)

📝 Note: Relevant addresses captured in a QuoteForm, such as garaging or prior household addresses, can also help improve auto data prefill results.

Step 2 – Drivers (Repeats Per Driver)

For each driver:

First Name
Middle Name
Last Name
Date of Birth
Gender
Relationship to Primary
Marital Status
Education
Occupation
Driver’s License Number
Driver’s License State

📝 Note: Co-applicant details captured in a QuoteForm can help improve auto data prefill results.

Step 3 – Vehicles (Repeats Per Vehicle)

For each vehicle:

VIN (optional if unknown)
Year
Make
Model
When did you purchase this vehicle?
Ownership Status (Owned / Financed / Leased)
Does the vehicle have existing damage?
How do you use this vehicle?
Estimated Annual Miles
One-Way Miles (if Work or School use)
Used for ridesharing?
Primary Driver for this vehicle

For more details, see Improve Fenris auto data results with household details.

FAQs

Can clients skip sections?

No. Required fields must be completed before moving forward.

What happens if a client doesn’t know their VIN?

VIN is optional. They can manually enter:

Year
Make
Model

Can multiple drivers and vehicles be added?

Yes. The form dynamically allows adding additional drivers and vehicles.

Why do rental questions appear on the Home form?

They appear only if the client indicates the home is rented.

Can we customize the available LOBs?

Yes. LOB visibility depends on agency configuration.

Still need help? Ask the team