Easy to complete
on any device
Let's be honest, there's nothing worse than trying to fill in a PDF on a computer, or having to print it out and scan it in...
Well, perhaps a 30 minute phone call asking 50+ questions to someone who might not have them to hand...
Our forms are all digital, online accessible via a link or embedded in your website. They work on every device on the market and your clients can glide through them at a time which suits them.
When they're done, you'll know straight away with their answers landing in your inbox, spreadsheet or CRM tool
Choose a template to have made your own, or start from scratch!
We've got the questions you need to ask!
We know your industry, we've got the fact-finds for
Life/Critical Illness/Income Protection
Buildings and Contents
Need something different? We've got you covered.
All our forms are completely customisable, we'll make sure your branding is key.
If you want a new set of questions, we're happy to start from scratch and make something bespoke for your needs.