Discovery Question Examples

To learn how to add Custom Discovery Questions to your account please check this article out.

We highlight some of these great Discovery Questions in the Blog Post: 8 Questions Every Personal Lines Agency Should be Asking

We use technology (text & client center) - Are you okay with that?

• Type of Question: Yes/No

• Agency: Heritage Insurance

We maximize your discounts; I'll find all discounts available - Are you okay with that?

• Type of Question: Yes/No

• Agency: Heritage Insurance

We educate, whether you buy the coverage or not, we'll present it to you - Are you okay with that?

• Type of Question: Yes/No

• Agency: Heritage Insurance

What triggered the outreach?

• Type of Question: Text Input

• Agency: DeWitt Insurance Group

How long have you been with the carrier?

• Type of Question: Text Input

• Agency: DeWitt Insurance Group

Have you worked with an independent broker in the past?

• Type of Question: Yes/No

• Agency: DeWitt Insurance Group

Would you like us to provide a term life quote for your mortgage loan amount? If so, what is the loan amount?

• Type of Question: Text Input

• Agency: DeWitt Insurance Group

What is your time frame to move forward?

• Type of Question: Text Input

• Agency: My Insurance Group

Is this your first home?

• Type of Question: Yes/No

• Agency: My Insurance Group

How did you end up with your current carrier/agent?

• Type of Question: Text Input

• Agency: My Insurance Group

How long have you been with them?

• Type of Question: Text Input

• Agency: My Insurance Group

Do you have any fears, concerns, or expectations that I need to be aware of regarding home and auto insurance?

• Type of Question: Text Input

• Agency: My Insurance Group

Do you have any hypothetical claims or past claims experiences you'd like to share?

• Type of Question: Text Input

• Agency: My Insurance Group

Outside of premium, what is important to you?

• Type of Question: Text Input

• Agency: My Insurance Group

When we become your agent, what do you expect from us?

• Type of Question: Text Input

• Agency: My Insurance Group

If I can meet your expectations, what will prevent you from moving forward?

• Type of Question: Text Input

• Agency: My Insurance Group

What does your current insurance portfolio look like?

• Type of Question: Text Paragraph

• Agency: My Insurance Group

If you had to pick one, what is more important to you: Price or Coverage?

• Type of Question: Dropdown

• Options: Price, Coverage, 50/50

• Agency: Yakima Valley Insurance

How soon do you need your quote completed?

• Type of Question: Dropdown

• Options: Today, Sometime in the next couple of days, No rush, just as soon as we can get it done

• Agency: Yakima Valley Insurance