Products
Resources
Features
Plans
How to Get Life Insurance Leads
Marketing quizzes are one of the most effective tools for life insurance lead generation. If someone is already searching for a policy, the quiz helps them pick the right coverage. Even users just browsing (“Do I need life insurance?”) get engaged and are more likely to connect with an agent. Add a quiz to your website or direct traffic to it — this is a proven way of how to get life insurance leads for agents.
Why it works
Quiz helps users choose from too many options
Life insurance can be complicated — term, whole, universal, riders? A quiz makes these choices simple, guiding users and boosting life insurance leads.
Quiz shows care and expertise
Instead of hard selling, you help the user choose. This builds trust. For example: “What kind of coverage do you need? We’ll suggest the best option and give you a quote.”
Quiz collects junk removal leads without pressure
Instead of just saying “Leave your contact info,” you provide real value:
- The user completes the quiz
- Receives a personalized result
- Leaves an email to get a life insurance quote or a free needs analysis
How to Get Home Improvement Leads with Marquiz
Think about the easiest first step for your visitor. What instant value can your quiz offer? It could be a policy recommendation, a quote, or a coverage checklist.
01
Choose the way for building the quiz
There are three ways to do it:
- Customize a ready-made template from the Marquiz gallery
- Generate the structure using AI
- Create it from scratch
All three options are available right in the Marquiz dashboard — you just need to register.
02
Collect Start Page, questions and lead form
Here is an example of how your life insurance quiz can look:
.jpg)
03
Connect integrations to your quiz
CRM, GA4, or any other tools you normally use — everything can be integrated.
04
Embed the quiz on your website
There are five ways to do it:
- As a button
- As a banner
- As a popup overlay
- HTML block
- As a widget
05
Choose a plan
Pick a subscription based on how many leads you expect to get from your quiz. https://www.marquiz.io/pricing
06
Track performance
Analyze how the quiz converts with your current traffic. Compare before/after metrics after embedding the quiz.
Make sure your sales team sees the quiz answers in the lead card and continues the conversation — instead of starting over.
Goal 1 — follow up on the simple first step.
Goal 2 — smoothly guide the client toward purchase.
07
Bonus step:
You can also connect the quiz store and display a detailing package selection inside the quiz.
This way, the user answers a few questions, gets the right car detailing service, and can book and pay for it directly through the quiz.
Marquiz Advantages
High-detailed prospects
Ask the right questions and uncover what your clients really want—no more vague, unqualified leads
Powerful analytics
See each step conversions of the lead form and control your hypothesis
Advanced logic
Customize user path to create an engaging and accurate experience
Custom Design
Present the quiz attractively to capture attention and match company's branding
Easy setup
Create powerful lead forms within minutes and get results fast
Easy white-label
Create a beautiful experience that your clients will love, no more annoying labels
Optimized for All Devices and Easy to Embed
Your quiz will look great on any device-mobile, tablet, or desktop-ensuring a seamless user experience wherever customers engage
5 Ways to Embed:
Button
Pop-up Banner
HTML Block
Pop-up Overlay
Widget
See Why Others Are Raving About Us
Over 80,000 entrepreneurs, marketers, and companies trust us
“Marquiz.io has proven to be an exceptional online tool, super simple to use yet so powerful in terms of increasing your conversion rates”
Verified User in Marketing and Advertising
Small-Business (50 or fewer emp.) G2
Springfield Properties
Real Estate Agency AE
Boyd Campbell
CEO & Founder TetraCloud Solutions Corp
Tim T.
Marketing and Advertising, Self-employed
“I've always cared about design, for me is super important. I found Marquiz quizzes amazing, easy to create and fun. It motivates people to finish the quiz”
Irene G.
Estrategia Email Marketing & Funnels Small-Business
(50 or fewer emp.)
(50 or fewer emp.)
Frequently Asked Questions
How can a quiz help attract customers for life insurance?
Personalized recommendations and instant quotes build trust and motivate users to leave contact details, resulting in qualified life insurance leads.
👉 “Answer a few questions and get matched with your ideal life insurance solution — plus a price estimate.”
What if I don’t know how to create a quiz for my life insurance agency?
Contact Marquiz support — they’ll help you craft a custom quiz or suggest a ready-made template for life insurance lead generation. Fast and easy.
How does a quiz help with life insurance lead generation?
Users describe their needs and get a custom plan — making them warm leads, ready for follow-up.
Will a quiz work for people not actively searching for insurance?
Yes, a quiz is a low-barrier entry point. Even just-browsing users may click “Do I need life insurance?” or “Get a free quote.”
As users engage, you can educate and convert them into real clients, maximizing your life insurance leads for sale or agent follow-up.
Create Your First Quiz
Sign up for free and get up to 10 bonus leads to your account
Up to 10 bonus leads for signing up
