Free template

Home and auto insurance quote form

Drivers, vehicles, the home and the coverage a client has now: what you need to quote a home and auto bundle.

12 questions and 2 documents. Free to print. As a link, 14 days free with no card.

Home and auto quote

Drivers, vehicles, the home, and the coverage you have now.

About you

  • Full legal name (required)

    Short answer

  • Email address (required)

    Email address

  • Mobile number

    Phone number

  • Date of birth

    Date

  • Home address

    Street address

Drivers

Everyone in your household who drives. Add each one, including yourself.

Add one for each driver

  • Full name

    Short answer

  • Date of birth

    Date

  • Their driver’s license

    Document upload

Vehicles

Add each vehicle you would like covered.

Add one for each vehicle

  • Year, make and model

    Short answer

  • Vehicle identification number (VIN)

    Short answer

    On your registration, your insurance card, or the driver’s side of the windshield.

Your home

  • Year the home was built

    Number

  • Roughly how old is the roof, in years?

    Number

Your coverage now

  • Your current declarations pages

    Document upload

    The summary pages of your current home and auto policies.

  • Any claims or accidents in the last five years

    A few sentences

Who uses it

When to send it

Independent agents send this to a prospect who wants a quote. It repeats for each driver, with a license, and for each vehicle, with its year, make, model and VIN.

It asks for the year the home was built and the roof’s age, then for the current declarations pages, so you can quote like for like, and for any claims or accidents in the last five years.

Tips

Getting it back complete

  • Ask for current declarations pages first. They answer half the quote on their own.
  • Ask for each driver’s license as a photo. It saves retyping license numbers.
  • Ask for the VIN rather than trim details. It settles the vehicle exactly.
  • Ask about claims in the last five years up front, so the quote you give holds.
How insurance agencies use Cartenda

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