Independent insurance agents
Designed for buyers under contract who need a binder quickly, capturing closing date, lender name, and property details so agents can issue proof of insurance before closing.
Homeowners Insurance Inquiry Template
Help homeowners find the right coverage faster. This template captures property type, year built, square footage, estimated home value, and key risk factors like pools and security systems — giving your agents the full picture before the first call. Publish it as a link or embed it on your agency site in minutes.
Free for non-commercial projects, with unlimited forms and responses.
Last updated
About this template
A homeowners insurance inquiry form gives property owners a simple, structured way to express their coverage needs online — and gives your agents the underwriting context they need to quote accurately without a lengthy phone interview. Capturing property type, year built, square footage, and estimated value upfront eliminates the most common back-and-forth in the quoting process.
More about this template
Certain property features significantly affect homeowners premiums and eligibility: pools and trampolines raise liability exposure, older homes may require supplemental wind or roof coverage, and monitored security systems qualify for meaningful discounts. By asking about these factors in the inquiry form, you capture information that shapes the conversation before your agent ever picks up the phone.
formformform lets you build and deploy this form in minutes with no code. Embed it on your agency website, share it via a link in email campaigns, or use it as a structured intake form during in-person consultations. Every submission is saved and forwarded to your inbox automatically.
12 fields to make your own10 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.
Full Name
Jane Smith
Email Address
jane@example.com
Phone Number
(555) 123-4567
Property Address
123 Main St, Springfield, IL 62701
Year Built
1998
Property Type
7 choices
- Single-family home
- Townhouse
- Condo / unit
- Mobile or manufactured home
- Multi-family (2–4 units)
- Vacation / seasonal home
- Other
Square Footage
1800
Estimated Home Value ($)
350000
Is the property currently insured?
2 choices
- Yes, currently insured
- No, seeking new coverage
Does the property have a pool or trampoline?
2 choices
- Yes
- No
Is there a monitored security system?
2 choices
- Yes
- No
Additional Coverage Questions or Comments
Ask about flood coverage, scheduled personal property, home business riders, etc.
Where it fits
Who uses this template
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Mortgage brokers and lenders
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Property Type” in particular and adapt it to the detail you need.
Real estate agencies
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Square Footage” in particular and adapt it to the detail you need.
Insurance carriers and underwriters
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Estimated Home Value ($)” in particular and adapt it to the detail you need.
Property management companies
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 “Is the property currently insured?” in particular and adapt it to the detail you need.
Home warranty companies
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 “Does the property have a pool or trampoline?” in particular and adapt it to the detail you need.
What's included
Property address, type, and year-built fields
Square footage and home value capture
Pool, trampoline, and security system indicators
Current coverage status question
Open-ended field for custom coverage questions
Mobile-optimized for use at open houses
Instant email notification on submission
Unlimited submissions at no cost
How to create a homeowners insurance inquiry
- 1
Click 'Use this template' to load this homeowners insurance inquiry form into your free formformform account.
- 2
Add a ZIP code or county field if your territory-based rates require it for accurate initial quoting.
- 3
Consider adding a 'construction type' dropdown (frame, masonry, steel) if your underwriters require it.
- 4
Set a notification email so every property inquiry reaches your team immediately.
- 5
Optionally connect to your CRM via webhook so leads flow directly into your pipeline.
- 6
Embed the form on your agency homepage or 'Get a Quote' page using the provided iframe code.
Best practices for your homeowners insurance inquiry
Ask about the roof age separately
roof condition is one of the top factors in home insurance eligibility and pricing, and many homeowners don't think to mention it.
Include a field for recent renovations
updated plumbing, electrical, or HVAC can significantly lower premiums and affect eligibility with preferred carriers.
Clarify 'estimated home value' means replacement cost, not market value
many homeowners confuse the two, leading to underinsurance.
Use the security system question to pre-qualify discount eligibility
monitored systems can reduce premiums by 5–20% depending on carrier.
Mention flood and earthquake exclusions in the form instructions
standard homeowners policies don't cover these, and setting that expectation early builds trust.
Follow up within 24 hours
homeowners shopping for coverage are often under a lender deadline and will choose the agent who responds first.
12 form ideas you can build with this template
New Home Purchase Insurance Inquiry Form
Designed for buyers under contract who need a binder quickly, capturing closing date, lender name, and property details so agents can issue proof of insurance before closing.
Vacation Home Insurance Inquiry Form
Asks about rental periods, occupancy frequency, hurricane or wildfire risk zone, and whether the property is listed on short-term rental platforms like Airbnb.
Historic Home Insurance Inquiry Form
Captures construction era, original materials, historic designation status, and any preservation society requirements that affect how the home must be rebuilt after a loss.
High-Value Home Insurance Inquiry Form
Collects detailed information on custom finishes, art collections, scheduled jewelry, and desired coverage limits above standard policy caps for luxury properties.
New Construction Homeowners Insurance Inquiry
Asks for builder name, projected completion date, and construction loan details so agents can issue a builder's risk policy that transitions to a homeowners policy at occupancy.
Mobile Home Insurance Inquiry Form
Captures mobile home model year, title status, park versus owned-land placement, and tie-down compliance for manufactured housing insurance quoting.
Landlord Dwelling Insurance Inquiry Form
Collects number of units, tenant lease terms, monthly rental income, and existing umbrella coverage for property investors seeking DP-3 landlord policies.
Condominium Association Insurance Inquiry Form
Gathers total number of units, common area square footage, pool and amenity details, and existing master policy information for HOA board coverage quoting.
Farm and Ranch Insurance Inquiry Form
Captures acreage, barn and outbuilding count, livestock inventory, farm equipment value, and agritourism activities for rural property owners needing farm-package coverage.
Home Renovation Insurance Inquiry Form
Asks homeowners about the scope and cost of an upcoming renovation project to determine whether their existing policy needs a rider or if a separate builder's risk policy is needed during construction.
Wildfire Zone Home Insurance Inquiry Form
Focuses on fire-resistant construction features, defensible space status, distance to fire station, and history of prior fire claims for homes in high-risk FEMA fire zones.
Flood Zone Property Insurance Inquiry Form
Captures FEMA flood zone designation, elevation certificate status, and existing NFIP policy information for properties in AE or VE flood zones seeking supplemental private flood coverage.
Frequently asked questions
Can I use this form for condo insurance inquiries too?
Yes — the property type dropdown includes 'Condo / unit' as an option. You may also want to add a field asking whether the condo association has a master policy, which affects what the individual owner needs to insure.
How do I handle flood or earthquake coverage inquiries?
Add a checkbox field asking which additional coverages the homeowner is interested in (flood, earthquake, umbrella, scheduled valuables). This flags specialized needs before your agent calls.
Can I collect mortgage lender information through this form?
Yes — add a short_text field for lender name and loan number. Lenders require proof of insurance before closing, so capturing this upfront helps your team issue a certificate of insurance quickly.
Is the form suitable for landlord / rental property insurance inquiries?
Absolutely — add a 'rental income' field and a question about tenant occupancy. Landlord policies (DP-3) differ from standard homeowners policies, and capturing rental status ensures your agent quotes the right product.
Can I collect multiple property addresses on one form?
You can duplicate the property section and label it 'Additional Property,' though for clients with large portfolios a follow-up call or a separate spreadsheet upload may be more practical.
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