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Myself or my householdFreelancer or sole traderSmall businessNonprofitNew client intake
Gather essential business information and financial documents for efficient accounting client intake.
See every questionInsurance quote request
Gather comprehensive client information to quickly provide tailored insurance quotes and assess satisfaction.
Hosted by Fraser · 8 questions
Every question in this template
Fraser asks each of these questions on video, in this order.
- 01
What would you like to insure?
Multiple choice
Fraser says: “So, what would you like us to cover for you?”
My home · My car · Home and car together · My life
- 02
What type of property is it?
Multiple choice
Fraser says: “What type of property are we insuring?”
Detached house · Townhouse or semi-detached · Apartment or condo · Mobile home
- 03
Any claims in the last five years?
Yes or no
Fraser says: “Have you made any insurance claims in the last five years?”
- 04
Tell us about the claim
Video, voice or text answer
Fraser says: “No bother. Briefly tell me what happened and roughly when it was.”
- 05
How likely are you to recommend your current insurer?
Score from 0 to 10
Fraser says: “How likely would you be to recommend your current insurer to a friend?”
- 06
Your contact details
Contact details
Fraser says: “Grand. Where should I send your quote?”
- 07
How many years have you been driving?
Dropdown
Fraser says: “How many years have you been driving? Roughly is fine.”
Less than one year · One to two years · Three to five years · Six to ten years · Eleven to twenty years · Over twenty years
- 08
Your date of birth
Date
Fraser says: “What's your date of birth? It helps us price life cover fairly.”
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