821 questions across 11 form types — GL, Property, Workers' Comp, Trucking, Cyber, and more. Send a phone-verified, mobile-friendly intake link in seconds. Every answer auto-saves and flows directly into your quoting workflow.
Active Forms
18
+4
Completed Today
6
+2
Avg. Completion
78%
In Progress
9
What it is
An insurance discovery form is a structured digital intake questionnaire that replaces paper ACORD applications and email-based data collection. Insurstein's discovery forms contain 821 questions organized into 11 form types across 4 categories — Core, Trucking, Commercial, and Specialty — so producers send only the questions relevant to each prospect's coverage needs. Phone verification secures the link without requiring an account, and every answer syncs to the client record the moment it is submitted.
Form types are organized into four categories: Core (Basic Information, always included), Trucking (Business Auto, Transportation/Cargo), Commercial (GL, Property, Workers' Comp, Umbrella/Excess), and Specialty (Cyber, Professional/E&O, Inland Marine/Equipment). Producers toggle entire categories, individual form types, or specific sections — the prospect sees only what's relevant to their submission.
Save agency templates for your most common submission types. When sending a request, pick a template and customize individual sections for that prospect without modifying the saved template. Include a document checklist (Dec Pages, Loss Runs, Financials) alongside the form. Preview the exact experience your prospect will see before the link is sent.
Core capabilities
Purpose-built question sets across 4 categories: Core, Trucking, Commercial, and Specialty.
Trucking coverage types include Business Auto and Transportation/Cargo. Commercial types cover GL, Property, Workers' Comp, and Umbrella/Excess. Specialty covers Cyber Liability, Professional/E&O, and Inland Marine/Equipment. Core business information is always included. Each form type asks the questions underwriters actually need — payroll by class code for WC, network security practices for Cyber, radius and cargo type for Trucking.
Save agency templates for common submission types and customize sections per prospect without touching the template.
Build agency templates for your most common workflows — trucking fleet, restaurant GL+Property, tech E&O+Cyber. When sending a request, pick a template and toggle individual sections on or off for that specific prospect. The saved template is never modified. A document checklist can be added to any request — Dec Pages, Loss Runs, Financial Statements, and six more.
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 select the Restaurant BOP agency template, preview what the prospect will see, 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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Avg. Completion Time
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Send smart, coverage-specific intake forms that auto-save, verify identity, and feed directly into your quoting workflow.