Life Insurance Questionnaire Form Template

About this template

A life insurance questionnaire is a document used to collect information about the applicant and to determine if they should be covered by an insurance company. Study preferences, medical information, and other pertinent information can be collected by this questionnaire. If you’re a life insurance recruiter, you can use a free Life Insurance Questionnaire form to gather information from potential clients! Just add the relevant fields — ask as many questions as you want — and send it out to clients online. Collect information about children, assets, hobbies, medical history, and more.

You can also customize the form with your company logo or a custom background color, and integrate with other platforms to automatically convert your answers into PDFs. If you’d like to keep your client’s information secure, encrypt it with our free HIPAA-friendly features add-on.