The Life Insurance Quote Calculator Form Template by WPForms is an excellent tool for those in the life insurance business looking for a simple way to provide customers with an estimate on quick and accurate insurance quotes.
How Does the Life Insurance Quote Calculator Form Template Work?
To fully utilize the Life Insurance Quote Calculator Form Template, you’ll require the WPForms Pro License, the Lead Forms, and the Calculations Addons.
The Lead Forms Addon divides the form into various segments to provide a better experience for prospects and clients.
Meanwhile, the Calculations Addon makes it possible to enter custom formulas that enhance the efficiency of providing life insurance quotes.
Fields Included in the Life Insurance Quote Calculator Form Template
- Name & Email: Captures the names and emails of the prospective policyholders to send the calculated quote directly to the clients.
- Current Age: This field helps adjust the quote to match the risk associated with the client’s age group.
- Annual Income: Understanding the client’s annual income aids in recommending an insurance coverage amount that aligns with their financial situation.
- Number of Dependents: This information helps customize the insurance plan to meet the client’s family needs adequately.
- Current Liabilities: Knowing the client’s liabilities allows a more accurate calculation of the required coverage.
- Insurance Coverage Needed: This auto-calculated field provides the estimated amount of insurance coverage needed based on the input from the previous fields.
Sign up with WPForms today and access the Life Insurance Quote Calculator Form Template. It is perfect for insurance brokers, financial advisors, or life insurance companies who want to provide clients with quick insurance estimates.
