Free tool · No account needed
Turn insurer PDF forms into online questionnaires.
Upload a blank insurer proposal form. Coverbound reads it with AI and shows it as a questionnaire your client can answer on any phone.
Free preview of the first 5 pages, ready in about 2 minutes.
Free. No account needed.
No form to hand? See an example questionnaire
Before and after
The insurer's PDF goes in. A questionnaire your client actually finishes comes out.
1The insurer's own form
Upload it as it is. No retyping and nothing for the insurer to change.
2Your client answers online
One question at a time, on any phone, with follow-ups only when they apply.
3Their answers fill the PDF
When you save it, the insurer's own form comes back completed from the answers.
How it works
- 1
10 seconds
Upload a blank form
Any insurer or MGA proposal form as a PDF, up to 20 MB. Scanned forms work too.
- 2
About 2 minutes
Watch it read the questions
You'll see each question appear as it's found, with its follow-ups and tables.
- 3
First 5 pages
Click through the preview
Answer it as your client would. Save it free to convert the rest of the form.
What comes across
Not just the text. The way the form works.
Questions keep the insurer's wording. The answer each one needs becomes the right kind of field, and the logic printed on the page becomes logic on screen.
- Yes / No with follow-ups
- Only if yes questions
- Claims history tables
- Amounts and percentages
- Dates
- Printed choices
- File uploads
- The declaration
Shows its working
Anything it's unsure of is flagged with the PDF page it came from, so you can check it in seconds.
Never makes up options
If the form doesn't print the choices, it asks for an answer in the client's own words instead.
Build a form
Pasted from your email
2. If yes, what % of turnover?
3. Any claims in the last 5 years?
When you save it
Then it does the chasing too.
The whole form converts free
Save the preview to a free account and every page is read for you, at no charge.
Send your client a link
No login for them. A secure link that works on any phone, with their progress saved.
Quiet forms get a nudge
Switch on reminders and a questionnaire that's gone quiet puts a chase in your diary.
The insurer's PDF, filled in
Download the insurer's own form completed from the answers, ready to submit.
Your PDF and our AI
Built to be careful with your forms.
Blank forms only
The preview is for the insurer's blank form. Never upload one with client details on it.
Gone after 24 hours
The PDF and what was read from it are deleted after a day unless you save it to your account.
Scanned before it's read
Every upload is virus scanned before the AI opens it.
You stay the broker
It drafts the questionnaire. Nothing reaches a client without you.
“From my time in the insurance industry, I remember how much effort goes into admin, data entry and chasing information. All of it gets in the way of the real work.”
Nga NguyenFounder, former underwriterQuestions
Before you upload
- Is it really free?
- Yes. The preview needs no account and no card. Save it to a free account and the whole form converts at no charge, with 14 days of Coverbound free after that.
- Why only the first 5 pages?
- It keeps the preview quick for everyone. Five pages is plenty to see how your form comes across, and the rest converts when you save it.
- Which forms work?
- Blank insurer and MGA proposal forms in PDF, up to 40 pages and 20 MB. Scanned forms with no fillable fields work too. Password protected PDFs need unlocking first.
- What happens to my PDF?
- It's virus scanned and read by AI to find the questions. The PDF and the reading are deleted after 24 hours unless you save them to your account.
- Does my client need an account?
- No. Clients get a secure link that works on any phone. They can stop and come back later without losing their answers.
- Will it get every question right?
- It's careful rather than confident. Anything it's unsure of is flagged with its PDF page so you can check it, and it never invents choices the form didn't print.
- Why does sign-up ask for a work email?
- Coverbound is built for brokerages, so accounts belong to a firm. Use the email you use for work.
- Can I convert more than one form?
- The free preview is one form a day. With a free account you can convert more during your trial.
Try it with the next proposal form on your desk.
Blank form in, online questionnaire out. Free, in about 2 minutes.