
Who are we helping?
Myself or my householdFreelancer or sole traderSmall businessNonprofitNew client intake
Gather essential business information and financial documents for efficient accounting client intake.
See every questionGather comprehensive client information to quickly provide tailored insurance quotes and assess satisfaction.
Hosted by Fraser · 8 questions

What would you like to insure?
My homeMy carHome and car togetherMy lifeQuestion 1 of 8Multiple choice
Fraser asks each of these questions on camera, in this order; people answer by tapping, typing or recording.
Multiple choice
Fraser says: “So, what would you like us to cover for you?”
Multiple choice
Fraser says: “What type of property are we insuring?”
Yes or no
Fraser says: “Have you made any insurance claims in the last five years?”
Video, voice or text answer
Fraser says: “No bother. Briefly tell me what happened and roughly when it was.”
Score from 0 to 10
Fraser says: “How likely would you be to recommend your current insurer to a friend?”
Contact details
Fraser says: “Grand. Where should I send your quote?”
Dropdown
Fraser says: “How many years have you been driving? Roughly is fine.”
Date
Fraser says: “What's your date of birth? It helps us price life cover fairly.”

Who are we helping?
Myself or my householdFreelancer or sole traderSmall businessNonprofitGather essential business information and financial documents for efficient accounting client intake.
See every question
Which stage of life are you in?
Building my careerRaising a familyApproaching retirementAlready retiredCollect essential financial data and client aspirations to efficiently prepare for initial advisor consultations.
See every question
What's the loan for?
Buying my first homeMoving to a new homeBuying an investment propertyRefinancing my current loanPre-qualify potential clients for home loans by gathering their financial and employment information.
See every questionStart collecting real feedback in video. See what your customers actually think and feel.