Send prospects a branded, mobile-friendly intake form with coverage-specific modules for GL, Property, Workers' Comp, Cyber, and more. Phone verification keeps it secure without forcing a login, and every answer auto-saves so nothing is lost.
Active Forms
18
+4
Completed Today
6
+2
Avg. Completion
78%
In Progress
9
What it is
Generic web forms don't know the difference between a general liability application and a workers' compensation questionnaire. Insurstein's discovery forms are built with coverage-specific modules — seven in total — that ask the right questions for each line of business. Producers select which modules a prospect should complete, send a secure link, and the prospect fills it out on any device. Phone verification acts as the security gate, so there's no account creation or password to deal with. Every answer auto-saves on every step, and completed forms feed directly into the client record for quoting.
Each module — General Liability, Property, Workers' Compensation, Commercial Auto, Cyber Liability, Professional Liability, and Umbrella — asks questions tailored to that specific coverage. Prospects aren't confused by irrelevant fields, and producers get the exact information they need to go to market.
Prospects verify their identity with a phone number and one-time code. No account creation, no passwords, no app downloads. The form works on any device, auto-saves every answer, and can be completed across multiple sessions without losing progress.
Core capabilities
Purpose-built question sets for GL, Property, WC, Commercial Auto, Cyber, Professional Liability, and Umbrella.
Each module contains the questions underwriters actually need answered for that line of business. GL modules ask about operations, subcontractor usage, and prior claims. WC modules capture payroll breakdowns by class code. Cyber modules probe network security practices and data handling. Producers toggle on only the modules relevant to each prospect.
Producers choose exactly which coverage modules each prospect sees based on the opportunities being quoted.
When creating a discovery form, the producer selects the relevant modules from the full list. A restaurant prospect might see GL and Property. A tech firm might see Cyber and Professional Liability. The prospect only answers questions that matter to their submission.
Prospects verify their identity with a phone number and one-time code — secure without the friction of account creation.
Before accessing the form, the prospect enters their phone number and receives a verification code. This confirms identity, prevents unauthorized access to partially completed forms, and allows the prospect to return later and pick up where they left off.
Every answer is saved as it's entered, so prospects never lose progress — even if they close the browser mid-form.
Form data is persisted after every field interaction, not just at page transitions. If a prospect fills out three steps of a seven-step form and closes the tab, they can return via the same link, verify their phone again, and continue from exactly where they stopped.
Forms are fully responsive and designed for completion on phones and tablets — where many prospects first interact.
Every input, dropdown, date picker, and file upload is optimized for touch. The step-by-step layout prevents overwhelm on small screens, and progress indicators show exactly how much is left. Prospects can complete intake from a job site, a vehicle, or a waiting room.
Completed intake data populates the client profile and is immediately available for quoting and submission creation.
When a prospect completes their discovery form, the data is structured and written to the client record in Insurstein. Producers don't re-enter information — they review the intake, make any adjustments, and move directly to creating submissions and going to market.
What they don't do
Sending blank ACORD applications as email attachments and waiting for prospects to print, fill out, scan, and return them is slow and produces incomplete, hard-to-read data. Digital intake collects structured data instantly.
When prospect data arrives on paper or in a PDF, someone has to manually type it into the management system. Insurstein intake forms write directly to the client record, eliminating double entry entirely.
General-purpose form builders don't understand insurance terminology, coverage types, or class codes. They produce messy data that still needs to be manually organized before it's useful for quoting.
When prospects can skip critical fields or submit partial forms, producers waste time chasing missing information. Required fields and step-by-step modules ensure every submission arrives complete.
Collecting sensitive business and payroll information through unverified, unencrypted forms creates compliance risk. Phone verification and secure delivery protect prospect data from the start.
When intake data lives in email threads and spreadsheets, prospects fall through the cracks. Every discovery form is tracked in the sales pipeline with real-time completion status visible to the entire team.
What it takes off your plate
Unique, secure form links are generated for each prospect and can be sent via email or text directly from the platform.
One-time codes verify prospect identity and maintain their session, allowing them to return and resume without losing progress.
The system assembles the correct question modules based on the producer's selection, presenting a single cohesive form tailored to each prospect's needs.
Every field is saved as it's completed, so even if a prospect abandons the form mid-step, all prior answers are preserved for when they return.
Completed intake data is structured and written to the client profile, ready for the producer to review, quote, and submit to markets.
Producers are notified the moment a prospect finishes their discovery form, so they can follow up while the lead is warm.
A day in the life
8:30 AM
A producer takes a call from a restaurant owner looking for GL and Property coverage. They create a discovery form, toggle on the GL and Property modules, and text the secure link before the call ends.
10:00 AM
The restaurant owner verifies their phone number, then starts filling out the form on their phone between the morning rush. They complete two of five steps and close the browser.
1:30 PM
After lunch, the prospect opens the link again on their laptop, re-verifies with a code, and picks up at step three. They attach a loss run PDF and complete the remaining modules.
1:32 PM
The producer receives a notification that the discovery form is complete. They open the client record, review the structured data, and begin building a submission without re-typing a single field.
3:00 PM
With the intake data already in the system, the producer creates a submission, generates an ACORD application, and sends it to three markets — all before the end of the day.
Daily impact
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Send smart, coverage-specific intake forms that auto-save, verify identity, and feed directly into your quoting workflow.