Every template ships with OTP phone verification, TrustedForm consent, and multi-step logic. Pick one, customize it, go live in under 30 minutes.
Commercial / industrial solar lead form. Captures property ownership authority, building square footage, energy spend, and financing preferences. Higher LTV than residential — commercial deals run $100k–$2M+. **Multiple KD 0-2 keywords** to target.
Bundle-focused intake. Captures auto + home info in one flow. Optimized for multi-policy discount surfacing (typically 15-25% off).
Funeral-focused small whole life insurance. Captures funeral preference (burial / cremation / both) and pre-paid arrangements status.
Full ACA marketplace enrollment intake. Used during Open Enrollment (Nov 1 – Jan 15) and Special Enrollment Periods. Captures all info needed to file marketplace application.
Small-face-amount whole life (typically $5k–$50k) designed to cover funeral and final expenses. Senior-targeted. Often no-exam or guaranteed-issue.
Books a free consultation with a licensed Medicare agent. Self-scheduled with calendar picker. CMS-compliant SOA collection at booking.
Specialized intake for first-time buyers. Captures buyer education status, down payment assistance eligibility, and target home price.
Commercial / industrial roofing lead form. Captures property authority, building sq footage, roof type (TPO/EPDM/metal/built-up), and urgency (active leak vs planned maintenance).
Books an in-home or virtual solar consultation. Soft conversion ask — no instant quote pressure. Includes a date/time picker so the homeowner self-schedules. Pairs well with calendar tools like Calendly or in-CRM scheduling.
Standard multi-step auto insurance quote. Vehicle year/make/model dropdown, driver pre-qualification (violations + lapse + age), then OTP-verified phone for agent callback.
Lower-coverage burial insurance specifically for cremation arrangements ($3k-$10k typical). Pairs with direct cremation providers.
Standalone dental insurance quote form. Captures household size, current dental status, and preferred plan type (PPO vs HMO vs discount).
Side-by-side life insurance comparison tool. Captures coverage need + budget, then returns term/whole/no-exam options for comparison.
Medicare Advantage (Part C) plan quote intake. Captures age, ZIP, current Part A/B status, and plan preferences (PPO/HMO, dental/vision riders).
Standard mortgage payment calculator with PITI breakdown. After the user sees their estimated monthly payment, captures lead for pre-qualification follow-up.
Books a free in-home roof inspection. Soft top-of-funnel ask. Routes to canvassing or scheduled inspection pipeline.
Soft-credit-pull financing application. Captures basic financial profile to pre-qualify the homeowner for a solar loan, PPA, or lease — then OTP-verified phone for a financing partner callback. Big SEO win: financing-related solar terms are high volume + low KD.
Budget-focused auto insurance form. Optimized for shoppers searching 'cheap car insurance'. Surfaces minimum-coverage options and budget-tier carriers.
Whole life burial insurance ($5k-$40k face) for seniors. Designed to cover funeral, burial, and final medical bills. Often paired with no-medical-exam underwriting.
Family-focused health insurance quote. Optimized for households with 3+ members — captures children's ages, primary doctor preferences, and dependent-coverage needs.
Senior-focused life insurance (age 60+). Captures coverage need (burial / income replacement / estate), health, and tobacco. Routes to age-appropriate carriers.
Dual Eligible Special Needs Plan (D-SNP) intake for beneficiaries on both Medicare and Medicaid. Captures Medicaid level + state to verify dual-eligibility status.
Multi-step mortgage pre-qualification. Captures purchase vs refi intent, credit band, income, and property type before the phone field. Soft-quote — no hard credit pull. OTP-verified phone delivered to lender CRM.
Insurance-claim focused intake. Captures policy carrier, claim status, deductible, and supplement documentation needs. Pairs with public adjusters.
3-field, high-converting solar form built for "free solar quote" search traffic. Name, service zip, and OTP-verified phone. No friction between the homeowner and your closers.
Commercial auto / fleet insurance form. Captures business type, vehicle count, primary use (delivery / contractor / sales / hauling), and DOT/MC number for trucking.
Soft top-of-funnel inquiry form for funeral pre-planning. Captures basic interest and books a consultation with a funeral director.
Books a free consultation with a licensed health insurance agent. Self-scheduled with date/time picker. Pairs with Calendly or in-CRM scheduling.
Mortgage protection life insurance — coverage amount tied to mortgage balance. Decreasing term to match amortization. Often sold to recent homebuyers.
All-purpose Medicare enrollment intake covering IEP (turning 65), AEP (Oct 15–Dec 7), and SEP (qualifying life events). Routes by enrollment window.
Fast 4-field rate quote form for homebuyers shopping current rates. Minimal friction — just enough to deliver a personalized rate range.
Specialized metal roofing lead form. Captures metal type preference (standing seam / corrugated / stamped), color, and current roof status.
The complete solar lead qualification flow. Screens on homeownership, zip, roof type, monthly bill, and credit band **before** the phone field. OTP verifies every number. TrustedForm certifies consent on every submission.
Multi-vehicle household auto insurance form. Repeater for each vehicle. Captures all drivers and pairs them to vehicles. Optimized for multi-policy discount surfacing.
Guaranteed-issue final expense — no health questions asked. Anyone 50-85 qualifies. 2-year graded death benefit period. Higher premiums.
Multi-step ACA marketplace health insurance quote form. Captures household size, income, current coverage, and subsidy eligibility. HIPAA-compliant data handling.
Simplified-issue life insurance — no paramedical exam required. Captures health history via questionnaire instead. Faster underwriting, higher premiums.
Stand-alone Medicare Part D prescription drug plan quote. Captures current medications list to match to plan formularies.
Calculates new monthly payment after a lump-sum principal reduction (recast). Captures lead at the end with personalized recast quote.
Smaller-scope roof repair form (not full replacement). Captures issue type (leak / missing shingles / flashing / vents) and urgency.
Compact 4-field demo template showing OTP verification in a solar context. Great starting point to test the MakeForms platform without building a full qualification flow.
Specialized form for newly-licensed drivers (teens, college students, late-life new drivers). Captures driver age, license year, parent policy status, and student discount eligibility.
Pre-need funeral planning intake. Sold by funeral homes to lock in current prices for future funeral services. Includes itemized service selection.
Short-term medical (STM) gap-coverage form. Captures coverage gap reason, duration needed, and pre-existing conditions awareness.
Most common life insurance quote — 10/15/20/25/30 year term. Captures age, coverage amount, tobacco use, and health class self-assessment.
Side-by-side Medicare plan comparison tool. Captures current plan, target benefits, and pharmacy preferences. Returns top 3 plan matches.
Screens refinance leads on current rate, remaining balance, home equity, and credit before the phone field. Routes cash-out vs. rate-and-term refi to different pipelines.
Full roof replacement quote. Captures roof material preference, square footage, current roof age, and damage status. OTP-verified phone for in-home inspection booking.
Top-of-funnel calculator that estimates upfront install cost based on home size, system size, and panel type. The cost reveal is the conversion hook. Captures OTP-verified phone at the end to deliver a personalized quote.
High-risk driver intake. Captures multiple at-fault accidents, DUI history, suspensions, and SR-22 requirements. Routes to non-standard carriers (Bristol West, Dairyland, Progressive non-standard).
Generalized senior (60+) life insurance form. Captures coverage purpose and routes to FE / burial / whole life / guaranteed-issue based on profile.
SHOP / small group health insurance quote form. Captures business size, current plan, and contribution preferences. High-CPC vertical for B2B brokers.
Universal life (UL) and indexed universal life (IUL) quote form. Captures coverage amount, premium flexibility preferences, and cash-value index strategy.
Medigap quote form — Plan G, Plan N, Plan F. Captures age (turning 65 trigger), state, tobacco use, and underwriting eligibility.
HECM reverse-mortgage lead form for homeowners 62+. Captures age, home value, existing mortgage balance, and intended use. Compliance-aware — required HUD counseling disclosure.
Combo lead form for contractors offering both roofing and gutter services. Captures service mix and lead routes accordingly.
Captures homeowners with existing solar panels who need inspection — for performance issues, post-storm damage, pre-sale due diligence, or warranty claims. **Massive low-KD opportunity** (KD 2-4 across all variants).
SR-22 (financial responsibility filing) intake for high-risk drivers post-DUI / suspended license. Captures conviction type, state, and filing deadline.
VA burial benefits eligibility intake for veterans and their families. Captures discharge status, service era, and existing VA benefits. Often paired with private burial insurance to fill the gap.
Standalone vision insurance form. Captures family size, eyewear usage (glasses/contacts/LASIK), and preferred network.
Permanent whole life insurance quote with cash-value emphasis. Captures coverage amount, dividend preference, and estate planning intent.
Initial Enrollment Period (IEP) intake for people approaching 65. Captures retirement plans, current employer coverage, and Part B delay considerations.
Specialized form for self-employed borrowers (1099, sole prop, S-corp). Captures business structure, income source, and bank-statement vs. tax-return loan preference.
Post-storm canvassing form. Captures storm event date, damage type, current insurance carrier, and claim status. Pairs with door-to-door QR codes after hail/wind events.
One form for contractors offering both services. Routes leads by selection — roof only, solar only, or both.
Captures location, monthly bill, and roof details to deliver a projected 20-year savings estimate. OTP-verified phone at the end. The "savings reveal" is the conversion hook — homeowners answer the qualification questions to see their number.
We build custom templates for any lead-gen vertical. Tell us what you need and our team will have a form ready within 48 hours.
200+ agencies already using qualifiedleadforms