FREE 4+ Health Insurance Quote Forms in PDF | Excel

“How much will it cost?” This is the most common question that you always encounter every day in your life as a health insurance agent. Prospective customers ask that question because they want to make sure no one’s ripping them off. In addition to that simple question, they’ll also follow it with a request for the break-down of the cost. To make sure you have standard paperwork, ready to create a standardized Health Insurance Quote Form. A Health Insurance Quote Form gives you a standard form for making quotations for your clients, anytime, whenever you need it. Plus, it prevents you from looking too unprofessional by having to make a quotation using whatever piece of paper you find near you.

What Is a Health Insurance Quote Form?

A Health Insurance Quote Form is a quote form used by health insurance agents to provide their clients a detailed glimpse of the insurance policy that they’re about to enroll in. This form shows a detailed list of the components and breakdown of the overall cost of the insurance plan. Aside form helping insurance agents in answering questions from their clients, but, it also helps the clients by letting them prepare for the expenses they’ll incur from availing of an insurance policy.

FREE 4+ Health Insurance Quote Forms in PDF | Excel

1. Health Insurance Quote Form Sample

2. Group Health Insurance Quote Form

3. Generic Health Insurance Quote Form

4. Health Insurance Quote Request Form

5. Group Health Insurance Quote & Census Form

Importance of an Health Insurance Quote Form

Health Insurance Quote Forms are undeniably helpful for every descent health insurance agents. This form enables you to erase uncertainties and doubts in the minds of your prospective clients. These doubts and uncertainties stem from one and one reason only, cost. And that is all for a good reason. According to a report by commonwealthfund.org, “79 million Americans have medical bill problems or are paying off medical debt.” And it means two things—first and foremost, medical bills are expensive, period. Second, health insurance is their only solution to their problems medical expenses.

Another reason why these forms are helpful is that it lets you help your clients decide to enroll in a health insurance policy. By giving them an idea of how much health insurance policy costs and how affordable it is, you are, in effect, saving them from being caught in the tragedy of being in debt. In another report by commonwealthfund.org, the reason why millions of Americans are struggling to pay their medical bills is because of the lack of adequate health insurance. And the lack of sufficient healthcare insurance means that they have to face the responsibility of paying for their medical expenses by themselves.

Most importantly, Health Insurance Quote Forms is the best ally that you have in the course of proving to your clients that health insurance is their best ally to help them with their medical expenses. Giving them tangible proof that health insurance works on their favor and not against them further encourages them to enroll in the insurance policy you are selling. The more clients are enrolling in your insurance policy means the more chances of earning sales commissions.

How to Make a Health Insurance Quote Form

Health Insurance Quote Forms provide your prospective clients a glimpse of wonderful things in store for them by showing them how affordable it is for them to enroll in an insurance policy. It also tells them that they will always have a trusted ally to help them with their medical expenses in the future. Likewise, it also helps skyrocket your sales career by gatting more policyholders for the insurance company you’re working for. To get started, here are the steps on how to make a Health Insurance Quote Form using the templates provided by this article.

Step 1. Download a Health Insurance Quote Form Template

The first step in making your own Health Insurance Quote Form is to download a template of the document. Choose from a variety of Health Insurance Quote Form Templates that this article provides. These templates are print-ready and easy to use to enable you to make a Health Insurance Quote Form in a jiffy. We also recommend that you download an insurance proposal form to go along with your Health Insurance Quote Form.

Step 2. Use the Right Software when Editing the Health Insurance Quote Form Template

After downloading a Health Insurance Quote Form Template, the next thing to do is to make sure that the software you’re using is compatible with the file format of the template. Using the right software lets you avoid bumps and humps in editing the template. Don’t worry; these templates are already in commonly used file formats, so doing this step would be a walk in the park for you.

Step 3. Put your Company’s Name and Logo

To customize your Health Insurance Quote Form when editing the template, put your company’s name and logo on its header. You may first notice that the template already has a logo and name in its header section. Replace that with your company’s own name and logo. Doing so identifies the Health Insurance Quote Form as your company’s and not from someone else.

Step 4. Print Multiple Copies of your Health Insurance Quote Form

After editing the Health Insurance Quote Form Template, print it using your home and office printer, or use a commercial printer if you need one in a hurry. It is also wise to print multiple copies of the Health Insurance Quote Form so that you can give one to your clients right after making a quotation for them.

Step 5. Keep Them in Your File Folder

After printing copies of the Health Insurance Quote Form, remember to keep them in your file folder along with your insurance-related forms. This is so that you can pull out a Health Insurance Quote Form whenever you need to do a health insurance quote for your prospective client.