Insurance Advice Enquiry

Start the intake form

Answer a few guided questions to generate an indicative fee range and structured proposal summary.

Financial Planning Pack

Capture risk-insurance advice scope and underwriting complexity indicators for adviser follow-up.

$800Entry guide

3Scope questions

1 Client intake

2 Contact details

3 Estimate summary

Client intake

Answer the questions below to tighten the estimate range.

What type of cover review is needed? *

One core cover type Multiple personal cover types Includes business or key-person cover

Is there existing cover to review? *

No existing cover Yes, existing cover to compare or replace

Are there likely underwriting or health-complexity issues? *

No known issues Some complexity may apply Higher underwriting complexity expected

Contact details

Answer the questions below to tighten the estimate range.

Name Email Phone Suburb / postcode Job address (optional) Notes I give permission to be contacted about this estimate and understand it is a guide only.

Estimate summary

Answer the questions below to tighten the estimate range.

Estimate summary

Your live estimate range

$800 - $4,200

Submit this form to generate a secure customer-facing result page, send the service lead details, and keep the opportunity moving inside the QEngine dashboard.

What happens after submission

The customer receives a professional estimate summary page.
Your team receives customer details, scope answers and the recommended package.
The quote can be progressed to contact, site visit, formal quote and won/lost stages.

Live estimate range $800 - $4,200

QEngine refines this range as the customer answers the questions that affect scope, complexity and likely next steps.

What happens next

Customer receives a branded estimate summary page
Your business receives the full answer set and lead details
Lead status can be updated inside the QEngine dashboard

Estimate disclaimer

This intake result is not financial advice and does not recommend any financial product or strategy. It is an indicative service-fee guide only. A licensed adviser must review your circumstances before providing advice.

What this intake and fee estimate captures

Capture risk-insurance advice scope and underwriting complexity indicators for adviser follow-up.

Scope capture

Life, TPD, income-protection and personal-risk advice enquiries.

Typical fee range

$800 to $3,500

Result page ready

Clients receive a professional intake summary with branding, service-package guidance and next steps.

FAQ

Helpful context for customers using this demo calculator.

Estimate disclaimer

This intake result is not financial advice and does not recommend any financial product or strategy. It is an indicative service-fee guide only. A licensed adviser must review your circumstances before providing advice.

Insurance Advice Enquiry

Insurance Advice Enquiry

Start the intake form