Increase Conversion
An easy-to-use online form removes decision barriers and can increase your protection conversion rates.
Save Time
Get to know your client’s health and lifestyle pre fact find. Enhanced with UK underwriter trained AI.
More Efficient
Speed up your underwriting process and avoid wasting time on failed applications.
More Secure
Secure data entry protects you and your clients. Log in to access applicant data.
Capture Client Data
FormStart is a health questionnaire tool that processes insurance applicant health data on behalf of partner companies, including insurance advisers, insurance companies and insurance brokers.
Become a partner company and use FormStart to record your client’s health and lifestyle information pre fact-find to give you the cutting edge in advice. AI tools help triage cases based on UK underwriter data, or use our chatbot to learn about lifestyle factors and health conditions and the possible impact on underwriting.
Embed your customised form on your own website, feeding data directly into your FormStart dashboard, offering your clients a seamless, branded experience.
Pre-appointment you will have all the information you need to ascertain which insurers and products will be available to the client.
Easy as 1-2-3
- Send your client a link to your customised company page, and let them enter their health and lifestyle data, securely, in their own time.
- Receive a notification to your inbox when a client has completed a form.
- Log in securely within the data retention period of 90 days, to view or download client submitted data, and check AI feedback.
Improve Your Workflow
Send an invitation to clients to complete their health data submission, and then track submission statistics, all directly from your dashboard.
Optionally use our free add-on to send client data to selected underwriters for pre-sales quotation advice related to health disclosures (response times not guaranteed).
Loved By Advisers
Introducing the FormStart questionnaire has been revolutionary to my business. As the founder of a mortgage business that treats protection as importantly as the mortgage, incorporating the questionnaire ensures that my advisers receive clients detailed health information early in the customer journey. This enables our advisers to manage client expectations, especially around budget and ensures they can start research as early as possible for our clients.
We have embedded the link to the questionnaire in our CRM system, so clients complete it at the most appropriate time during their journey. Finally, the new pre underwriting feature is a game changer for our advisers, saving them research time to spend on helping even more clients protect themselves.
Abode Mortgage & Protection
We used to run our own form for data capture and would have to constantly update. We swapped to FormStart and firstly quicker and easier to send to clients. We have been able to embed in our website and feedback from clients has been very positive.
From a compliance perspective it has been a benefit as we now have an audit of not just the clients answers but the choices they were given originally as well.
The contact provider feature is a god send and helpful in getting the right information out and back as quickly as possible. Just annoyed that I did not find this tool years ago!
XL Financial Services
We’ve been using FormStart for a number of months now and recommended it to others.
A simple questionnaire from the clients highlighting any potential issues with their protection application before submission has been invaluable.
Before submitting a case we have the ability to forward the questionnaires to a range of pre-underwriting teams to get an idea of what to expect once underwritten to help manage clients expectations.
This has meant that not only are we not clogging up underwriters with cases that may be declined, we don’t quote unrealistic premiums that will come back much higher than anticipated or not be available at all.
I would recommend FormStart to anyone that wants to have a better and more realistic conversation with their clients about their protection and reduce the amount of submissions that won’t go anywhere. No more submit and hope for the best and then have to let clients down when the cover they wanted is declined or so highly rated its not realistic.
Faulkner Powell Mortgages
As a new user to the FormStart service, I would totally recommend this service as this is a great tool to not only get accurate information from the client directly but also simplifies the research by being able to send the questionnaires directly to the providers to get an indicative response.
Go Finance
FormStart has made our protection process so much easier. We used to have our own online questionnaire but the way FormStart works really simplifies it for both the client and myself as the adviser. Knowing that all the key information is provided ensuring compliance is met it’s allowed me to spend more time with clients than just collecting data.
Make Mortgages Easy
We have been using FormStart now for around 6 months, our clients have found it quick and easy to complete the information required.
We love it as it saves around 30 minutes per client in time for our advisers, and we love that the client has provided their health details and therefore reduces the chances of us not gathering correct information. It also helps the client to buy into the protection process and the need for protection and allows them to focus on this area.
Our advisers have felt much more confident it arranging protection when the client has completed their details on FormStart.
Joanne Ramsden Financial Solutions
Unlock the Hidden Value in Your Client Bank
In most advisory firms, there’s a significant untapped revenue opportunity sitting silently in the form of existing protection clients left unreviewed.
ReviewStart is a purpose-built solution to help advisers capitalise on this — while delivering a better experience for their clients, and helping to satisfy their regulatory obligations.