Home Insurance Finder Quiz Template

Guide your website visitors to the right insurance products in an interactive way

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This Home Insurance Form, powered by involve.me, is a user-friendly tool designed to assist insurance agents with marketing, lead generation, and the streamlined collection of contact details. This template simplifies the process by providing a convenient way to organize information, and it can be easily embedded into your website or shared with potential clients via a simple link or QR code, ensuring effortless accessibility for all users.

Connect other tools such as Notion, Google Sheets, CRMs to efficiently categorize leads based on various criteria such as location, insurance needs, age, etc. This segmentation capability streamlines your follow-up process, allowing you to target your communication efforts more effectively and provide tailored insurance information that resonates with each client's individual requirements.

involve.me provides built-in analytics and AI-powered insights, enabling you to gain valuable insights into user behavior and preferences.  

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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