Client questionnaires
Proposal forms your clients actually finish.
Turn any insurer's proposal form into a questionnaire your client can complete as a form or a chat. Send it in one link. Get complete answers and filled insurer PDFs back.
Proposal form · page 3
18 questions
Harbour Mutual Business Pack
Any insurer's form, ready to send
- Upload any insurer or MGA PDF, up to 200 pages. Conditional questions, tables and the declaration come across.
- The source page sits beside every question so you can check it
- Anything it's unsure of is flagged as low confidence
- Or start from a pre-read insurer form in the coverbound library
One questionnaire
3 insurers' forms, 71 questions
Down from 71 questions to 44 for your client
Several insurers. One questionnaire.
- Pick every insurer's form you need. Questions they share are asked once.
- Wording that differs between forms is flagged so you can check one answer fits both
- Hide questions, make them optional or add a note for the client
- Save the combination as a preset for next time
Submitted to your broker
Declared by Mia Russo, Owner
Form or chat. Their choice.
- No login. A secure link that works on any phone.
- Switch between form and chat at any time. Answers are saved as they go.
- Several people at the business can answer, each with their own link
- File uploads, virus-scanned, then a declaration with their name and position
12 answers carried over
From last year's renewal
Last year's answers, ready to confirm
- Answers carry over by meaning, not by the exact wording of the question
- Shared facts like address and ABN carry across products
- The client taps "Still right?" on each one, or confirms them all at once
Business Pack Proposal
Harbour Mutual · scanned form
The insurer's PDF, filled
- Download the insurer's own PDF completed from the answers
- Works on scanned forms with no fillable fields
- The declaration is stamped into the signature boxes
- Or take a summary PDF, the answers as a CSV and every attachment
Step by step
From insurer PDF to answers back.
Drop in the insurer's PDF. coverbound reads every question and flags anything worth a look.
Your client picks form or chat. The chat explains terms and asks again when an answer is unclear.
Also in Client questionnaires
Everything around the form.
Tracking
Sent, opened, in progress, submitted, reviewed. See who has the link and when it expires.
Forwarding spotted
If one link is opened by several people, you're told it has probably been forwarded.
Several people, no clashes
Colleagues can answer at the same time. They're told if someone else changed an answer while they were typing.
Every change kept
Each answer shows who gave it and how. Changes after submission are flagged as amendments.
Exports
Summary PDF, answers as a CSV, attachments as a zip and the insurer's form filled.
A chase when it goes quiet
Switch on the automation and a questionnaire that's gone quiet puts a chase in your diary.
Before you ask
Questions about questionnaires.
- Do insurers need to change anything?
- No. You upload their proposal form as it is. Their own PDF comes back filled in, ready to submit.
- What if the form isn't fillable?
- coverbound places each answer where it belongs on the page, including scanned forms. You check the mapping once.
- How long does the client's link last?
- 14 days by default. You can revoke it at any time.
- Can more than one person at the client answer?
- Yes. Send links to several contacts. Each one is kept as a separate person on the record.
See it with your own insurer forms.
Book a demo and bring a proposal form. We'll turn it into a questionnaire while you watch.
Book a demo