Creating a Form

Forms are how your customers send you the details you need to quote them. Here's how to create a new one.

The video shows an earlier version of the builder. Follow the steps below for the current creation flow and line settings.

Create the form

1. In the left menu, go to Forms
2. Click New Form
3. A form is created with a default name, URL, and Home and Auto selected, then opens in the builder
4. In Form Settings, update Form Name and URL. The name is for your team; the URL customizes the last part of the public form link
5. Under Lines of Business, choose Home, Auto, Renters, or Condo. Keep at least one selected
6. Review the draft in the builder, then click Save in the top bar to publish your changes

Forms belong to the agency you're working in, and you can have as many as you like — one per landing page, one per campaign, or just one for everything.

Form settings

The panel on the right shows Form Settings whenever no block is selected: Form Name, Lines of Business, an Assigned Agent, and URL, with a copy button beside the full public link.

You can change Lines of Business later on the same form. Adding a line brings its section into the draft, ready to customize; removing a line takes its section out. Review those changes before clicking Save. Until you save, the published form keeps its existing lines and questions.

Collecting a line on a form does not guarantee it can be quoted. Read any warning beside a selected line and check your agency's carrier connection, credentials, and supported states. Renters and condo quoting require a supported QuinStreet connection.

Assigned Agent starts as Unassigned. Pick someone from your agency and they become the owner of what comes in through this form.

Auto-fill vehicle and home details is on by default. It fills in vehicle and home details from third-party data sources as the client works through the form. Address lookup and VIN search keep working when it's off.

Line and question changes go live when you click Save in the top bar. Logo uploads and removals save separately as you make them.

To check how an embed will look, open Embed on Your Website in Form Settings and click Preview on sample website. That preview uses the saved public form, so save your form changes before checking it there.

When someone submits

Submissions land on the Form Submissions page. Right-click any form in your list and choose View Submissions to get there, or View Analytics to see how the form is performing. The same menu has Duplicate Form and Delete Form.

Under Notifications in Form Settings you can control who hears about it. Notify assigned agent on submission is on by default, and Send confirmation email to client is off.

What the client sees at the end is set on the Results block. Select it and use Quote handling to choose between an instant online quote showing prices, an instant quote with prices hidden so an agent presents them, or an agent-reviewed quote with no automatic client quoting.

Back on the Forms page, the table lists each form's Name, URL, LOBs, Created date, and Assigned Agent.

Next steps

Once your form is set up, you can customize its questions and change how it looks.