AI Web Forms for Insurance Agencies. An insurance quote request form that answers at once
AI Web Forms is an insurance quote request form for your agency website that answers the moment a shopper sends it, in their language, at any hour. It checks each lead, creates the contact, asks up to five questions of your own and offers a quote call, while urgent commercial requests reach your desk at once.
TRY AI WEB FORMS FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install
Screening rules
Ask the standard fields and up to five questions of your own; screening rules tell your team at once about an urgent request or decline politely.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Mark any form mentioning a job start this week as urgent for commercial.”
Lisa“Forms that mention a job starting this week will be marked URGENT and the commercial desk told at once. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Insurance Agencies use it
A Sunday-night auto quote form gets a reply at once, with an upload link for the declarations page the shopper did not attach.
A realtor's buyer fills the home quote form and picks a quote call from your booking page in the thank-you.
A contractor writes that the general contractor will not let his crew on site, and a screening rule marks it URGENT for commercial.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Any form on your site, contact, quote, demo request, application, answered in seconds, not the next morning
- The lead qualified and scored from what they wrote; the first reply sent immediately in their language
- E-mail verified (syntax, domain, deliverability) before anything is promised to it
- Contact record created; the owner alerted; the next step proposed
- Forms translated into your customers' languages; embedded on any site
- Feeds every automation you add: booking, quoting, follow-up, the AI Demo
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Web Forms does, for every business ›
Works withAI BookingAI QuotingAI Follow-upAI DemoAI TicketsAI File Cabinet
Quote forms
Insurance lead qualification before anything is sent
Checks you choose
Company e-mail, a real website, a verified e-mail or your approval, ticked per form and run in order; a red flag holds the lead for a person.
Up to five questions
Current carrier, expiration date, drivers, the business's trade or a file upload: up to five questions of your own on top of the standard fields.
Screening rules
A rule reads an answer: URGENT tells the commercial desk at once, and DECLINE answers politely for risks your agency does not write, saving nothing.
The next step at once
A quote call on your booking page, a call back from your line with the shopper's yes, or a desk told, sent the moment the lead passes its checks.
Set-up
Speed to lead for insurance agents in 2 minutes
Start from a template
Pick the quote request template and rename it for the shopper, such as Home quote or Business insurance quote.
Choose the checks
Tick the checks this quote form needs and what a passing lead receives, or tell Lisa and she reads it back before saving.
Paste one line
Copy one line and paste it where the form should appear on your agency website; your webmaster needs no login.
A week of leads, free
Run your quote forms free for 7 days and read every lead they answered, held or booked with a producer.
Questions & answers
AI Web Forms for Insurance Agencies: questions & answers
How fast should an insurance agency answer a quote request?
At once: insurance agency lead response is a race, because shoppers often send the same request to several agencies. AI Web Forms sends the reply on the spot, in the shopper's language and signed by your desk, and can offer a quote call from the producer's free times in the same thank-you.
Does the quote form reply state a premium?
No. The reply collects details and offers the next step; it states no premium and binds nothing. Your producer runs the carriers and presents the options on the quote call the shopper booked.
Can personal-lines shoppers use a free e-mail address?
Yes, if you leave that check off. Each form chooses its own checks: the company e-mail check suits a business insurance form, while a personal auto or home form can rely on a verified e-mail and the built-in spam protection.
Can the form collect documents like a declarations page?
Yes. One of your quote questions can ask for the declarations page, and a shopper who skipped it finds an upload link in the agency's thank-you. The files go to the shopper's contact record, never into the knowledge the AI answers from.
How are consent and spam handled on an online quote form for insurance agencies?
When a quote form asks for a phone number it also asks consent to receive texts, and every unsubscribe is honored by the follow-up the form starts. Bots never reach your producers: a hidden field and a limit per network sit in every form.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.