Internal

Create a new questionnaire

Generates a unique link on the agency's subdomain (e.g. members1st.coverage-review.com/q/<slug>). The Upline name is never shown to clients — they'll see the agency's branding.

Agency

Client name

Client date of birthRequired. Used to gate access to the questionnaire.

Client email (optional)

Questionnaire JSONConforms to the Questionnaire type in lib/types.ts. Sample data is pre-filled.

{
  "intro": {
    "headline": "A few quick questions about your home and auto",
    "subhead": "Your answers help us shop accurate quotes with our carriers. Most people finish in about 5 minutes.",
    "estimatedMinutes": 5
  },
  "sections": [
    {
      "id": "homeowners",
      "title": "Homeowners",
      "subtitle": "A few details about your property today",
      "questions": [
        {
          "id": "has_dog",
          "type": "yes_no",
          "prompt": "Is there a dog on the property?"
        },
        {
          "id": "dog_breed",
          "type": "short_text",
          "prompt": "What breed?",
          "placeholder": "e.g. Labrador, mixed breed",
          "showIf": {
            "questionId": "has_dog",
            "equals": "yes"
          }
        },
        {
          "id": "trampoline",
          "type": "yes_no",
          "prompt": "Is there a trampoline on the property?"
        },
        {
          "id": "pool",
          "type": "single_select",
          "prompt": "Is there a pool on the property?",
          "choices": [
            {
              "id": "no",
              "label": "No pool"
            },
            {
              "id": "above_ground",
              "label": "Above-ground pool"
            },
            {
              "id": "in_ground",
              "label": "In-ground pool"
            }
          ]
        },
        {
          "id": "short_term_rental",
          "type": "yes_no",
          "prompt": "Do you rent out the home short-term (Airbnb, VRBO, etc.)?"
        },
        {
          "id": "renovations",
          "type": "multi_select",
          "prompt": "Any major updates in the last 5 years?",
          "help": "Pick all that apply.",
          "choices": [
            {
              "id": "roof",
              "label": "New roof"
            },
            {
              "id": "electrical",
              "label": "Electrical update"
            },
            {
              "id": "plumbing",
              "label": "Plumbing update"
            },
            {
              "id": "hvac",
              "label": "HVAC replacement"
            },
            {
              "id": "kitchen_bath",
              "label": "Kitchen or bath remodel"
            },
            {
              "id": "none",
              "label": "None of the above"
            }
          ]
        }
      ]
    },
    {
      "id": "auto",
      "title": "Auto",
      "subtitle": "Drivers and recent activity",
      "questions": [
        {
          "id": "drivers_count",
          "type": "number",
          "prompt": "How many licensed drivers live in the household?",
          "min": 1,
          "max": 10
        },
        {
          "id": "recent_incidents",
          "type": "yes_no",
          "prompt": "Has anyone in the household had an accident, ticket, or claim in the last 3 years?"
        },
        {
          "id": "incidents_detail",
          "type": "short_text",
          "prompt": "Briefly, what happened?",
          "placeholder": "e.g. fender bender in Jan 2024, no injuries",
          "showIf": {
            "questionId": "recent_incidents",
            "equals": "yes"
          }
        },
        {
          "id": "annual_mileage",
          "type": "single_select",
          "prompt": "About how many miles does the primary driver drive per year?",
          "choices": [
            {
              "id": "lt_5k",
              "label": "Less than 5,000"
            },
            {
              "id": "5k_10k",
              "label": "5,000–10,000"
            },
            {
              "id": "10k_15k",
              "label": "10,000–15,000"
            },
            {
              "id": "gt_15k",
              "label": "More than 15,000"
            }
          ]
        }
      ]
    },
    {
      "id": "life",
      "title": "Life",
      "subtitle": "Just two quick ones",
      "questions": [
        {
          "id": "has_life_insurance",
          "type": "yes_no",
          "prompt": "Do you currently have any life insurance?"
        },
        {
          "id": "interested_in_life",
          "type": "yes_no",
          "prompt": "Would you be open to a quick conversation about life insurance options?"
        }
      ]
    }
  ],
  "outro": {
    "headline": "All set — thank you!",
    "subhead": "Your agent will follow up with renewal options shortly. You can close this window."
  }
}

The link will be valid for 14 days. Five incorrect DOB attempts will lock the questionnaire.