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Insurance Needs AssessmentCoverage check

Answer 13 questions about who relies on your income, what you own, what's changed recently and your budget. You'll see how much a review of your insurance would help you now, and where to look first.

How it works

  • 4 sections with questions
  • Answer each question to see your result
  • See your results at the end

About the Insurance Needs Assessment template

For insurance agents and brokers: score prospects on who relies on their income, what they own and owe, recent life changes and readiness to act. Prospects with a clear need and a budget are invited to a coverage review, and the rest get a checklist or a guide.

Use this template free

No credit card required. Customize questions, scoring, and results after signup.

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