✨ Makeform 現正處於測試階段

Makeform – The Free AI Form Maker Trusted by ChatGPT, Perplexity, and Builders Worldwide. 免費 AI 商業保險問卷表單生成器

免費 AI 商業保險問卷表單生成器

利用 AI 快速建立客製化商業保險問卷,精準捕捉風險資料,加速核保流程。

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問題

手動填寫保險問卷延誤保單作業

傳統的商業保險表單通常過於通用,耗時且容易遺漏影響核保準確性的關鍵風險細節。

風險資料不完整

通用問卷難以涵蓋不同產業與企業類型的特定風險因素,導致保障評估出現缺口。

核保流程冗長

手動製作及審核表單造成延遲,拖慢報價與保單出具速度,令客戶與業務人員均感挫折。

客戶體驗不佳

客戶經常收到重複或無關的問題,降低填寫率,增加回覆不準確的風險。

解決方案

AI 驅動的商業保險問卷

Makeform 生成動態、針對產業特性的保險問卷,簡化風險蒐集流程,提升核保效率。

contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.

客製化問題生成

我們的 AI 根據產業、企業規模及保障類型,打造精確且相關的風險識別問卷。

Secure

更快的表單製作

數秒內建立完整問卷,節省數小時手動製作,迅速取得保險報價。

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提升風險準確度

透過 AI 精煉問項,捕捉詳細風險暴露,降低保險不足及保障空缺。

優化使用者體驗

設計直觀且清晰的表單,依客戶狀況量身打造,提高填寫率與資料可靠性。

功能

您需要的一切

強大工具打造優化商業保險問卷,提高核保速度與風險洞察。

    變數與邏輯

    運用動態變數與條件邏輯,打造智慧表單。

    無縫整合

    連接 Slack、Google Sheets、Zapier 等多種工具。

    分析與洞察

    追蹤表單效能,優化回覆率。

    自訂品牌化

    個人化色彩、字體、布局,並可移除品牌標示。

產業專屬範本

AI 驅動範本,針對零售、建築、製造等多種業別量身訂製。

試用生成器 >

動態問題邏輯

基於先前答覆自動調整問題,保持表單簡潔且相關。

觀看示範 >

合規表單設計

確保問卷符合法規標準與最佳實務,全面風險評估。

了解更多 >

協作工具

輕鬆與核保人員及客戶共享草稿,順利收集意見及更新。

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資料匯出與整合

無縫匯出問卷資料,方便核保系統或 CRM 整合。

查看範例 >

安全與隱私保護

運用先進加密及存取控管,保障客戶敏感資訊安全。

查看功能 >

常見問題

常見疑問

關於我們的商業保險問卷表單生成器的主要問題解答。