What you build

  • Only the questions you want asked

    Start from the sections a quote actually needs — contact details, the address, drivers and vehicles, the home — and choose what appears on each page and how it is worded.

  • It looks like your agency, not like us

    Your logo, your colours, a choice of typefaces and backgrounds. It should read as a page on your website, because that is where it lives.

  • In English and Spanish

    Publish a Spanish version alongside the English one. Your own wording gets translated too, not just the field labels.

  • Ask for the lines you actually write

    Collect home, auto, renters or condo details, and change the lines on an existing form as your business changes. Automatic quoting depends on your carrier connection and state availability.

  • Review changes before they go live

    Adding or removing a line updates the draft in the builder, ready for you to check the questions. Save when you are ready to publish the changes.

Where it goes

  • A link you can send anyone

    Every form gets its own address you can put in an email, a text, or a social post — no developer needed to start using it.

  • Or embedded in your own site

    Drop it into a page on your website so visitors never leave to get a quote.

  • Submissions land in Quotamation

    What someone fills in becomes a client and an intake, ready to quote — including the ones who did not finish, so nothing is lost.

What you learn

  • Who arrives and who finishes

    Views, starts, submissions and abandons, with the conversion rate between them.

  • Where people give up

    A step-by-step funnel showing which question loses them, so you know what to shorten.

  • Phone or desktop

    How your traffic splits, which usually settles arguments about how long a form can reasonably be.

There are step-by-step guides to building a form, wording the questions and changing how it looks in our support section.

Read the form guides