Client Evaluation Forms
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Client Suitability Form
About this template
A client suitability form is a questionnaire used by insurance companies to evaluate the suitability of a client. With an online client suitability form, you can get the information you need from your clients in just a few minutes — without calling! Use our free Client Suitability Form to collect customer information, including home, auto, and life insurance details. You can even collect photos of damage or wear for reference.
When you’re ready to send out your client suitability form, you can choose to send it out by email or embed it in your website. If you’d like to accept payments online, choose from our powerful payment processors, including Stripe and PayPal. Don’t want to collect payments through your website? Just use our free Jotform mobile app to collect on the go! Get the customer information you need with a free online Client Suitability Form.
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