Insurance Needs Assessment Question Generator
Generate a structured set of questions to understand a customer's real protection needs before recommending anything.
Updated 2026-05-26
1
Your details
·
Free with a Google account — keeps the tools fast and spam-free.
2
Result
Fill in the details and press the button. Your draft appears here — review before using.
How to use it
- 1Enter the customer profile.
- 2Optionally set a focus area.
- 3Use the questions in your meeting before recommending.
India-specific notes
- Always net off existing employer cover and loans when sizing needs.
- Fact-find first — recommending before understanding loses trust.
Common mistakes to avoid
✕Recommending before assessing
✕Ignoring existing cover/loans
✕Skipping the budget question
Frequently asked
Does it recommend a product?+
No — it's fact-finding. You recommend based on the answers.
Please verify before acting
This output is a drafting aid, not legal, tax, financial or insurance advice. Sections, rates and deadlines must be verified against the actual document and current rules. Have a qualified professional review anything you file or send.