Everything You Need on One Screen
Built for Agents. Designed for Underwriters.
1. 100% Zero-Storage Data (Zero Liability)
Gathering highly sensitive client data like Social Security Numbers and Driver's Licenses creates massive breach liabilities for modern agencies. We eliminate that risk entirely.
Questionnaire processes everything directly in your browser's memory. Zero client data is stored in our database. Once your PDF is downloaded, the data vanishes permanently. Plus, a one-click workspace reset lets you instantly wipe the slate clean between clients.
2. Underwriter-Optimized Output
Underwriters hate applications riddled with confusing blank spaces that leave them guessing if coverage was declined, unavailable, or simply forgotten by the agent.
The PDFs generated by Questionnaire perfectly organize your data and are explicitly designed for underwriter clarity. The system intelligently labels unselected coverages or skipped sections clearly as "None", speeding up your quote turnaround time and reducing back-and-forth emails.
3. Monolithic, Dynamic Adaptability
You shouldn't need five different intake forms for a client with a home, standard auto, a boat, and a personal umbrella.
Questionnaire is a massive, unified intake tool that dynamically adapts its UI and PDF output based on what you need to quote. It effortlessly handles Homeowners, Renters, Dwelling Fire, Standard Auto, RVs, Collector Cars, ATVs, Valuables, and more—all in one seamless flow.
4. Deep Underwriting Precision
Generic forms miss the granular details that make or break a quote, forcing you to go back to the client with endless follow-up questions.
Capture exact property hazards (dog breeds, trampoline netting, Airbnb exposure), track specialty vehicle details (Cherished Salvage, Car Club Memberships), build side-by-side prior carrier snapshots, and easily distinguish Rated Drivers from Household Members.
Master Your Intake Workflow
We do not just leave you to figure it out alone. Visit our official YouTube channel for step-by-step video tutorials, intake hacks, and real-time walk-throughs of complex, multi-line policy setups.
▶️ Watch Tutorials on YouTube