Insurance Eligibility Quiz
Help visitors find the right insurance plan based on their profile.
What this form collects
CoverSmart Insurance
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CoverSmart Insurance
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Insurance eligibility quizzes work because the customer wants the answer — am I eligible, what kind of cover, what does it cost? — and is happy to answer eight quick questions to find out. This template runs the full eligibility flow in chat: age, health basics, policy type, coverage amount, lifestyle factors. The answer comes back as a tailored eligibility verdict, not a generic 'we'll be in touch'.
Why insurance forms underperform compared to quizzes
Insurance is the textbook example of a product where the conversation is the value. Customers don't want to fill out a static form, get a callback, hear a sales pitch, and then find out they're not eligible. They want to know in two minutes whether the product fits.
A conversational eligibility quiz reverses the funnel. Customer answers questions, sees the verdict, and self-qualifies into the right cover. Sales receives leads who already know they're eligible — and who already understand what the product covers.
What the eligibility assessment does
Branching by cover type
Life, income protection, health, pet, travel — each cover type has different eligibility criteria, and the quiz branches accordingly. No irrelevant questions.
Honest eligibility verdict
Most quizzes lie to keep the lead engaged. This one tells the customer the truth — eligible, eligible with conditions, or not eligible — and offers the right next step for each.
Premium estimate inline
Where rules-based quoting is possible, the chat returns a premium band. Customers see the price before being asked to book a call, which dramatically improves call conversion.
Best for
Insurance brokers, life insurance specialists, health insurance comparison sites, pet insurance providers, and travel insurance retailers running lead-gen quizzes.
Common questions insurance brokers ask
Can it handle compliance disclosures?
Yes — required disclosures (general advice warning, FSG, PDS reference) are presented at appropriate points in the chat, with explicit consent capture where needed.
Will it integrate with our quoting engine?
Yes — quotes can be retrieved from your quoting engine via API and shown inline in the chat. Final binding still happens in your normal underwriting system.
How does it handle ineligible customers?
Politely declines, explains why, and offers an alternative if you have one (e.g. group cover, simplified product). Captures the lead for nurture if the situation changes.
Similar Use Cases
More Quiz use cases
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