Catch and qualify enquiries
LiveBranded Forms
Build a form for any product line, or upload the PDF proposal form you already use to get a working draft. Host it on a branded page and share it by link or QR code.
- FULL NAME
- Mary O’Brien
- COVER NEEDED
- Private motor
- RENEWAL DATE
- 14 / 08 / 2026
- ON SUBMIT
- Branded reply, matched to book
- AUTO
Example data, fictional.
How it works
Forms Workflow
Any field, any product line
Assemble the fields you need, including questions that appear only when an earlier answer calls for them. A commercial form and a travel form can be completely different.
PDF to online form
Upload an existing PDF or Word proposal form and get a working draft back. The questions already exist in that document.
Hosted on your brand
Each form gets its own page with your logo, colours and wording, shareable by link or QR code. Clients see your brokerage and no third-party form service.
Replies stay in the conversation
A submission triggers a branded acknowledgement in your own words. When the client replies, the reply lands on the same conversation.
Works with
Related Features
A form builder for any product line. PDF and Word proposal forms become live forms, hosted white-label with branded auto-replies.
Structured intake for every product line and channel, running out of hours, with a broker takeover that stops the AI on that thread.
Firm-controlled document templates filled from the client record and produced as PDFs, logged against the file.
Customer, insurer and assessor threads on the same claim gathered into one matter, across whichever channel each party uses.
Questions
Forms FAQ
- Can I turn an existing PDF proposal form into an online form?
- Yes. Upload a PDF or Word proposal form and you get a working draft form back, which you then adjust.
- Can I build forms for specific trades, such as a restaurant, a shop or a fleet?
- Yes. The usual route is to upload the proposal form you already use for that trade and get a working draft back. A restaurant form, a licensed-trade form, a shop or office form, a contractors all risks form, a van or motor fleet form, and a professional indemnity or public and employers liability form can each have their own questions, including ones that appear only when an earlier answer calls for them.
- Are the forms hosted on my own brand?
- Yes. Each form gets a hosted page carrying your logo, colours and wording, and it can be shared by link or QR code.
- What happens after a client submits a form?
- The submission is structured, matched against your book and turned into work in the queue, and the client gets an immediate branded acknowledgement written in your words. If they reply to that acknowledgement, the reply joins the same conversation.
- Can questions change depending on earlier answers?
- Yes. Conditional questions appear only when a previous answer calls for them, so a commercial form does not ask a client questions that do not apply.
See it working
Request a Demo
Bring a sample enquiry to a 30-minute demo. We’ll show the client file, the draft and the broker handoff, using your own data if you prefer.
Or email support@aibroker.ie.