// Websites · Insurance Brokerage
A form that reshapes per policy type, so enquiries arrive quotable
One generic “request a quote” form produced a queue an agent had to qualify by phone. The form was attached to intent instead.
- Branching
- Only what that product needs
- Mobile
- Short enough to finish on a phone
- 7/24
- Support marker in the header
Situation
Insurance brokerage lives and dies on lead quality.
Health, motor, home and travel policies each need completely different information before anyone can price them, and one generic form produced none of it.
Approach
The visitor picks a policy type first, and the form reshapes itself to ask only what that product needs.
Each path is short enough to finish on a phone, and the questions are the ones an underwriter would ask anyway — so what lands in the inbox is close to quotable.
The page is built for paid traffic: one clear promise per policy type, a single call to action above the fold, and a 24/7 support marker in the header.
Result
Fewer abandoned forms at the top.
Far less qualification work at the bottom.
Technology
Planning something similar?
Let’s pin down scope and timeline together.