MGMind Guru GyanClarity for every decision
Understand before you recommend

Better questions. Better protection.

A structured insurance fact-finding form to understand a person's household, financial responsibilities, existing cover and protection priorities before discussing possible insurance solutions.

✓ Guided multi-step form✓ Client-needs focused✓ Printable summary
Client discovery

Insurance fact-finding questionnaire

Complete the sections with the client. Fields marked with an asterisk are required. This tool prepares a local summary in your browser; it does not send or save information to a server.

Step 1 of 4 · Personal profile25% complete
01

Personal & household profile

Start with the client's basic details and family responsibilities.

Which protection areas should be discussed?
Detailed medical declarations should be collected only through the insurer's authorised process.
Confirm all information with the client. This summary is for fact-finding only and is not a policy recommendation, underwriting decision or guarantee of eligibility. Do not store sensitive client data on shared devices.
✓

Fact-finding summary prepared

Your summary is ready to print or save as PDF. No data has been submitted to a server.

Needs before products

Identify the client's financial responsibilities before discussing possible policy options.

Review existing cover

Check benefits, exclusions, waiting periods, premiums and renewal details from policy documents.

Document assumptions

Record uncertainties and follow-up items rather than treating estimates as confirmed facts.