Free fact finders
Fact finders that fill your insurer forms.
Industry fact finders built from the insurers' own proposal forms, each question asked once in plain English. Free to use, free to download, and your client's answers fill the insurers' forms.
- No login needed
- Fillable PDF with your logo
- Built from insurers' forms
- Australia and the UK
Australia
Accounting and finance
Design and construction
Architects
Architects, interior and landscape architects, from sole practitioners to large practices.
123 questions · 13 insurer forms
Engineers
Structural, civil, building services and specialist engineering consultancies.
125 questions · 11 insurer forms
Design and construct
Builders and contractors who take on design, and construction professionals.
123 questions · 7 insurer forms
Surveyors
Land, engineering, building and quantity surveyors, and building certifiers.
113 questions · 6 insurer forms
Environmental consultants
Contaminated land, impact assessment, ecology and sustainability consultancies.
112 questions · 19 insurer forms
Technology and media
IT consultants
IT consultants, managed service providers and developers for hire.
153 questions · 13 insurer forms
Software companies
SaaS, software publishers and fintech, ehealth and medtech product companies.
155 questions · 15 insurer forms
Marketing agencies
Advertising, PR, design, digital and content agencies.
106 questions · 22 insurer forms
Consulting and people
Legal and property
United Kingdom
Accounting and finance
Design and construction
Architects
ARB-registered and RIBA chartered practices, from sole architects to studios.
116 questions · 4 insurer forms
Consulting engineers
Structural, civil, building services and specialist engineering consultancies.
121 questions · 4 insurer forms
Design and build
Builders and contractors who take on design, and construction professionals.
123 questions · 7 insurer forms
Surveyors
RICS firms, building and quantity surveyors, and valuers.
123 questions · 4 insurer forms
Environmental consultants
Contaminated land, impact assessment, ecology and sustainability consultancies.
99 questions · 7 insurer forms
Technology and media
IT consultants
IT consultants, managed service providers and contractors.
146 questions · 7 insurer forms
Software companies
SaaS, software publishers and fintech, ehealth and medtech product companies.
148 questions · 9 insurer forms
Marketing agencies
Advertising, PR, design, digital and content agencies.
96 questions · 11 insurer forms
Consulting and people
Legal and property
Before you ask
Questions about the fact finders.
- What makes these different from a fact find template?
- They're built from the insurers' own proposal forms for each industry, so the questions are the ones underwriters ask, and every answer is linked to the matching question on each insurer's form. Your client answers once.
- Do I need an account?
- No, to read a fact finder, try it as your client and download the fillable PDF. Sending it to a client as a link, filling insurers' forms from the answers and drafting the needs come with a free 14-day trial.
- Which industries are covered?
- The professions, where insurers ask the most: accountants, architects, engineers, design and construct, surveyors, environmental and management consultants, IT and software, marketing agencies, recruitment, lawyers, real estate agents, financial planners, travel agents and insurance brokers. More industries are coming.
Ask once. Fill every form.
Open the fact finder, try it as your client and download the PDF. No login needed.
Pick a fact finder