One link per line of cover
Make a "Home insurance" link and a "Commercial liability" link on your own subdomain, with your logo and colours. Each has its own questions and documents, so a client only ever sees what applies to their cover.
For insurance brokers & agents
Get complete insurance applications from clients, with the previous policy and claims history attached.
A quote is only as good as what the client told you, and half of it tends to arrive by phone. Intaky turns the insurance application into one checklist you send as a link, with the disclosure questions asked in writing, reminders that go out on their own and a view of exactly what each client still owes.
Free trial · No card needed
What information does an insurance broker need from a client?
For personal cover (health, life, motor, home, travel):
- proof of identity: a passport, national ID card or driving licence;
- the type of cover, the amount and start date wanted, and the current or previous insurer, with the expiring policy schedule if there is one;
- a description of what or who is being insured, including medical conditions the client must disclose for health or life cover, and its estimated value;
- ownership or registration papers and a professional valuation, for property, vehicles or valuables;
- claims in the last five years, and whether the client has ever been refused insurance or had a policy cancelled.
Each ends with a declaration that everything relevant has been disclosed, and consent to any health information being processed to assess the application. For a business: the company registration certificate and number, business address, industry, employees and turnover, the cover wanted (public liability, professional indemnity, property, fleet, group health), a description of its activities and risks, its claims record with an insurer-issued claims history if available, and a fair presentation declaration from the person arranging the cover.
Intaky’s insurance application template asks for exactly these, each document next to the questions it supports. For the wider process, see the client intake process checklist.
Why insurance applications come back incomplete
- Renewal is in two weeks and the client cannot find the expiring schedule. You ask three times.
- Claims history is given over the phone and the dates are never written down, so the insurer asks for them again.
- A business client sends turnover in one email and forgets headcount, and the quote comes back waiting on it.
- Whether the client has ever had a policy cancelled was asked at the first meeting, and nobody can find the answer.
The work is not the placing. It is holding the thread between what you asked for, what has turned up and who you still need to chase — and Intaky is built to hold that thread instead of you.
The insurance application template
A starter pack for personal and business policyholders. Each document sits next to the questions it evidences, and nobody is asked again for the name and email they gave when they signed up. Everything below can be renamed, removed or added to in the form builder, so motor, home and commercial cover can each be their own link from the same workspace.
Personal policyholder — questions
- Personal detailsDate of birth, phone, address. Document: proof of identity
- Coverage requestType of insurance (health, life, motor, home, travel or other), coverage amount, requested start date, current or previous insurer. Document: previous policy
- Insured detailsDescription of the insured item, person or risk, including medical conditions to disclose for health or life cover, estimated value, claims in the last five years. Documents: asset documents, valuation report
- DeclarationsEver refused insurance or had a policy cancelled, and details; accuracy and full disclosure; consent to health information being processed to assess the application
Personal policyholder — documents
- ✓ Proof of identity Required
- ✓ Previous policy schedule If they have one
- ✓ Asset documents If applicable · several files
- ✓ Valuation report Optional
Business policyholder — questions
- Company detailsRegistration number, business address, industry, number of employees, annual turnover. Document: business registration
- Coverage requestType of insurance (public liability, professional indemnity, property, fleet, group health or other), coverage amount, start date, activities and risks to cover, claims in the last five years. Document: claims history report
- DeclarationsEver refused insurance or had a policy cancelled, and details; authority to arrange insurance for the business; accuracy and disclosure of every material fact about the risk
Business policyholder — documents
- ✓ Business registration Required
- ✓ Insurer-issued claims history report If available
The business side is filled in entirely by the person arranging the cover; the template has no per-person section, because nothing here needs each director’s own input. If yours does, for example key-person cover, add one in the form builder. Accepts PDF, Word, Excel and photos up to 10 MB each.
How it runs for a brokerage
Send it ahead of renewal, then stop chasing
Give the link a due date before the renewal and a reminder interval. Intaky emails the client every few days until they finish, only during working hours in your timezone, and stops after six nudges.
Accept, or send one thing back
When the schedule is from the wrong year, reject that one item with a note. Everything you already accepted stays locked, and every step is kept in the audit trail. Export the finished application as a PDF with the documents attached, ready to go to market.
Questions about insurance applications
What information does an insurance broker need from a client to arrange cover?
Proof of identity, the type of cover, the amount and start date wanted, the current or previous insurer and the expiring policy schedule, a description of what or who is being insured, its estimated value, claims in the last five years, and whether the client has ever been refused insurance or had a policy cancelled. For property, vehicles or valuables, add ownership or registration papers and any valuation. Intaky's insurance application template asks for all of these.
What does a business need to provide for a commercial insurance quote?
The company registration certificate and number, business address, industry, number of employees and annual turnover, the type of cover and amount wanted, a description of its activities and risks, claims in the last five years with an insurer-issued claims history if it has one, and a declaration that every material fact about the risk has been disclosed.
How do I stop chasing clients for renewal documents?
Send each client one application link with a due date before the renewal and let the reminders do the chasing. Intaky emails the client every few days until everything is in, only during working hours in your timezone, and stops after six reminders. You see which clients have finished and exactly which items the others still owe.
How do I get clients to disclose previous claims and cancellations?
Ask for them in writing, every time, as part of the application. The template asks for claims in the last five years with date, what happened and amount paid, asks whether the client has ever been refused insurance or had a policy cancelled, and ends with a declaration that everything relevant has been disclosed, so the answers are on file rather than in a phone call.
What happens when a client sends the wrong document?
You reject that one item with a note saying what is wrong, for example a policy schedule from two years ago. The client sees the note and replaces only that item; everything you have already accepted stays locked.
Can the application carry our brokerage's branding?
Yes. Your logo and colours appear on your own subdomain, on every page the client sees.
Does Intaky quote, underwrite or place the insurance?
No. Intaky collects the application, the documents and the client's declarations; your brokerage reviews them, approaches insurers and arranges the cover, and the insurer underwrites it. Intaky has no ready-made connection to insurers' or broker systems: each case exports as a PDF with its documents attached, and a signed webhook can tell your own system when a case is approved.
Other industries: all industries · lenders & brokers · letting agents · KYC & vendor onboarding
Try it on the next renewal.
Build the application once. If the chasing stops, send it ahead of every renewal.
Create your workspaceFree trial · No card needed