Free client needs questionnaire template — assess protection, savings, liquidity, goals and dependencies, then generate a prioritised needs profile with an AI report. Advisors open the conversation with a scored, client-verified picture of needs.
Quick answer
Advisors open the conversation with a scored, client-verified picture of needs.
Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified professional when needed.
Methodology: items are a structural adaptation of widely used frameworks, not an official version; scoring is indicative, not diagnostic.
The Client Needs Questionnaire helps advisors establish what a client actually needs before proposing anything. Clients rate their position across protection, savings, liquidity, goals and dependants, and flag which life changes — marriage, new baby, property purchase, career move — should trigger a review. Weighted scoring produces a prioritised needs profile, and the generated AI PDF report gives the client a personalised, printable summary they can read before the advisory meeting.
| Template | Client Needs Questionnaire |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 needs questionnaire with an AI report |
| Time to complete | About 10 minutes per response |
| What you get | A prioritised needs profile and an AI report ranking the gaps to address first |
| Best for | Insurance agents · Planners · Advisers |
| Cost | Free to copy and customize on FormLM |
Preview the sample questionnaire and the AI report that ranks each client's needs.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and dimensions to match advisers and insurance professionals.
Send the link or QR; every response is captured automatically.
Open the personalized AI PDF report and share it with stakeholders.
Pick your role — see how it fits your workflow.
Insurance agents enter the first meeting with a verified needs profile.
Planners prioritise gaps by score instead of anecdote.
Advisers trigger annual reviews when life-change answers change.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
