These downloadable insurance forms and questionnaires are designed to make information-gathering easier—for both agents and clients. Each template is written in plain language, reduces confusion, and helps streamline your agency’s intake and review process without sacrificing accuracy or professionalism.

Commercial Auto Intake Form

A simple, client-friendly commercial auto intake form designed to align with the ACORD 127. This download helps gather the key details needed to quote or review coverage—without insurance jargon or confusion.

Professional Liability/ Errors and Omissions intake questionnaire

This Professional Liability (Errors & Omissions) questionnaire is a plain-language alternative to traditional insurance applications. It’s designed to help professionals and business owners clearly describe their services, operations, and risk exposures without needing insurance, legal, or underwriting knowledge.

Workers Compensation Intake Questionnaire Download

A client-friendly workers’ compensation intake questionnaire designed to follow the ACORD 130, helping gather the key details needed for quoting and coverage review without unnecessary insurance jargon.

Commercial General Liability customer questionnaire template

A client-friendly commercial general liability customer questionnaire template that follows the ACORD 125, built to simplify information gathering, improve accuracy, and support a smoother underwriting process.