Commercial insurance agents and brokers
Collects practice type (dental, chiropractic, therapy), patient volume, number of licensed practitioners, and malpractice coverage status for medical office commercial coverage quoting.
Business Insurance Quote Request Template
Streamline your commercial insurance intake with a form built for business owners. This template captures business type, size, revenue, address, and specific coverage needs — from general liability to cyber coverage — so your commercial lines team can prepare a meaningful quote without a lengthy discovery call. Suitable for small businesses, startups, and mid-market companies.
Free for non-commercial projects, with unlimited forms and responses.
Last updated
About this template
Commercial insurance is far more complex than personal lines, and the quote process reflects that — agents need a meaningful understanding of what a business does, how large it is, and what risks it faces before they can provide a useful premium estimate. A well-structured business insurance quote request form dramatically reduces the time between first contact and first quote by capturing the essential underwriting variables in a single submission.
More about this template
This template covers the breadth of commercial coverage needs: general liability, professional liability (E&O), commercial property, workers' compensation, commercial auto, cyber liability, D&O, and umbrella. By presenting all options as a checkbox, you simultaneously educate the prospect about what types of coverage exist and capture their initial priorities — both of which make the follow-up conversation more productive.
formformform makes it easy for commercial agents to embed this form on their website or share it as a link in outreach emails. Every submission arrives with a complete business profile, saving 15–30 minutes of initial data gathering per prospect and allowing your team to respond with a preliminary quote range on the same day.
12 fields to make your own12 required in this starting form
Make it fit your workflow.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
The questions, explained
Fields in this template
Review the starting questions and choices. You can change them in your own copy.
Business Name
Acme Corp
Contact Name
Jane Smith
Email Address
jane@acmecorp.com
Phone Number
(555) 123-4567
Type of Business
11 choices
- Retail / e-commerce
- Restaurant / food service
- Professional services (consulting, law, accounting)
- Construction / contracting
- Healthcare / medical
- Technology / software
- Manufacturing
- Transportation / logistics
- Real estate
- Nonprofit
- Other
Business Address
123 Commerce Blvd, Suite 100, Dallas, TX 75201
Years in Operation
5
Annual Revenue ($)
500000
Number of Employees
12
Types of Coverage Needed (select all that apply)
10 choices
- General liability
- Professional liability / E&O
- Commercial property
- Workers' compensation
- Commercial auto
- Cyber liability
- Directors & officers (D&O)
- Business owner's policy (BOP)
- Umbrella / excess liability
- Not sure — need guidance
Description of Business Operations
Briefly describe what your business does, any special risks, and whether you work on client sites, handle sensitive data, or have any prior claims.
Any insurance claims in the past 5 years?
2 choices
- No prior claims
- Yes, one or more claims
Where it fits
Who uses this template
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Business insurance carriers
Asks about seating capacity, alcohol service (liquor liability), delivery operations, and food truck versus brick-and-mortar status for food and beverage business quoting.
Chamber of commerce member resources
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Annual Revenue ($)” in particular and adapt it to the detail you need.
SBA and SCORE small business advisors
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Number of Employees” in particular and adapt it to the detail you need.
Startup accelerators and incubators
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Types of Coverage Needed (select all that apply)” in particular and adapt it to the detail you need.
Franchise organizations and their franchisees
Gather the details needed before making arrangements. Consistent answers help you spot special requirements and prepare the next step. Review “Description of Business Operations” in particular and adapt it to the detail you need.
What's included
Business type dropdown covering 10+ industry categories
Revenue, employee count, and years in operation fields
Multi-select checkbox for coverage types needed
Business operations description for accurate underwriting
Prior claims question for loss history disclosure
Business address for territory-based rating
Instant notification to your commercial lines team
Mobile-friendly for trade shows and networking events
How to create a business insurance quote request
- 1
Click 'Use this template' to load this business insurance quote form into your free formformform account.
- 2
Customize the business type dropdown to reflect the industries your agency specializes in — remove irrelevant categories and add niche ones like 'craft beverage' or 'cannabis' if applicable.
- 3
Add an 'industry NAICS code' field if your underwriters require it for precise classification.
- 4
Set up email routing to your commercial lines team or a dedicated commercial inbox.
- 5
Consider adding a file upload field (once available) or instructions to email certificates of current coverage, loss runs, or prior policy declarations.
- 6
Embed the form on your commercial insurance page or share it in LinkedIn outreach, trade association newsletters, and Chamber of Commerce communications.
Best practices for your business insurance quote request
Ask about prior claims upfront
loss history is one of the most significant factors in commercial underwriting, and knowing it upfront prevents a surprise that could change a quoted premium dramatically.
Include a free-text operations description
business type dropdowns can't capture the nuances that matter in commercial underwriting (e.g., 'construction' could mean residential remodeling or commercial high-rise work, with very different premium implications).
List all coverage types on the form
many business owners don't know cyber liability or D&O exist; presenting the options often sparks inquiries about coverages they didn't know to ask for.
Capture annual revenue rather than a range
ranges introduce ambiguity into general liability and E&O rating, which is typically revenue-based.
Ask about subcontractors
for construction businesses specifically, subcontractor usage significantly affects workers' comp and general liability premiums and is often forgotten in intake.
Follow up with an industry-specific package suggestion
most small businesses qualify for a Business Owner's Policy (BOP) that bundles general liability and property at a discount; leading with this option simplifies the conversation.
12 form ideas you can build with this template
Restaurant and Food Service Business Insurance Quote Form
Asks about seating capacity, alcohol service (liquor liability), delivery operations, and food truck versus brick-and-mortar status for food and beverage business quoting.
Construction Contractor Insurance Quote Form
Captures license type, contractor class, subcontractor use, average job size, and whether the contractor works on public or government projects for accurate GL and workers' comp rating.
Technology Company Cyber Insurance Quote Form
Asks about data types handled (PII, PHI, payment card), cloud hosting versus on-premise infrastructure, incident response plan, and annual data revenue for tech companies seeking cyber coverage.
Healthcare Practice Business Insurance Quote Form
Collects practice type (dental, chiropractic, therapy), patient volume, number of licensed practitioners, and malpractice coverage status for medical office commercial coverage quoting.
Nonprofit Organization Insurance Quote Form
Captures mission type, volunteer count, event frequency, grant funding amount, and whether the nonprofit has a thrift store or physical program site for nonprofit-specific coverage quoting.
Real Estate Agency E&O Insurance Quote Form
Asks about number of licensed agents, transaction volume, average sale price, and prior professional liability claims for real estate errors and omissions coverage.
Staffing Agency Business Insurance Quote Form
Collects number of temporary workers placed, industries served, workers' comp classification codes, and whether the agency is the employer of record for placed staff.
Landscaping Business Insurance Quote Form
Captures equipment value, number of crews, whether the business applies pesticides or does tree removal, and seasonal versus year-round operations for landscaping commercial coverage.
Event Planning Company Business Insurance Quote Form
Asks about average event size, alcohol service frequency, vendor contract requirements, and highest-value single event booked for event planner general liability quoting.
Retail Store Business Owner's Policy Quote Form
Collects store square footage, inventory value, annual foot traffic, and whether the store processes online orders for BOP coverage combining property and liability.
Trucking Company Commercial Auto Insurance Quote Form
Gathers fleet size, cargo types hauled, interstate versus intrastate operations, MC/DOT numbers, and average radius of operations for commercial trucking fleet quoting.
Brewery or Winery Business Insurance Quote Form
Asks about production volume, on-site tasting room, distribution states, product recall exposure, and equipment breakdown risk for craft beverage producers seeking specialized commercial coverage.
Frequently asked questions
What types of business insurance can I quote through this form?
This form covers all major commercial lines — general liability, professional liability (E&O), commercial property, workers' comp, commercial auto, cyber liability, D&O, BOP, and umbrella. Your agent will recommend the right combination based on your business type and operations.
How long does it take to receive a business insurance quote?
For standard small business risks (retail, professional services, technology), agents can typically return a preliminary quote within one business day. More complex risks (construction, healthcare, manufacturing) may require a loss run and additional information before quoting.
Do I need workers' compensation insurance even with only one or two employees?
Workers' compensation requirements vary by state — some require it with even one employee, others exempt very small employers or specific industries. Your agent will advise on your state's requirements and recommend coverage that protects both your employees and your business.
Can startups and new businesses get commercial insurance?
Yes — most carriers will quote new businesses, though startups without revenue or operating history may have fewer carrier options. Many new businesses start with a Business Owner's Policy (BOP) and add coverage as the company grows.
What is a Business Owner's Policy (BOP) and do I qualify?
A BOP bundles general liability and commercial property into a single package policy at a discounted combined premium. Most small and mid-sized businesses in low-to-moderate-risk industries qualify. Your agent will determine BOP eligibility based on your business type, size, and building characteristics.
Do I need to provide loss runs with my quote request?
For new businesses, loss runs aren't available, so underwriters rely on the information in your quote form. For established businesses, loss runs (claims history from prior insurers) help agents access preferred carrier markets and often lead to better terms.
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