🛡️ For Insurance Agents & Brokers
Quotes, claim forms and confirmations for insurance agents
Agents collect a lot of details through forms: quote requests, claim notifications, renewals. AutoDoc turns each into a properly formatted document for the client and your back office.
YOUR COMPANY · www.yourcompany.com
QUOTATION
Prepared for
{{Full Name}}, {{Company}}
{{Email}}
| Service | Size | Notes |
|---|---|---|
| {{Service}} | {{Size}} | {{Notes}} |
Price
Write your price list here, or create one template per service and use conditions to pick the right one.
Terms
- 50% deposit to confirm the booking
- Balance due on completion
- Prices exclude tax unless stated
Accepted by (client)
Date
Sound familiar?
- Retyping quote request details
- Claim notifications arriving as messy emails
- Renewal confirmations sent manually
A real-world example
A client reports a car accident through the claim form with two photos. AutoDoc creates a claim report with the photos embedded and emails it to the claims desk.
Documents insurance agents automate with AutoDoc
Each of these runs from a Google Form you already use. Pick one to see the setup.
Which plan fits?
Solo agents start free; agencies with multiple agents choose Business. See pricing.
Frequently asked questions
Can documents differ per product?
Yes. Use one template per product with conditions.
Can photos be included?
Yes, with {{Embed IMAGE, …}}.
Is data shared with AutoDoc?
No. Processing happens in your Google account.