Truvaldi
Insurance Assessment Tool

Insurance Coverage Gap Finder

An interactive assessment that helps prospects identify coverage gaps they don't know they have — across liability, cyber, property, workers' comp, business interruption, and more.

Most policyholders assume they're fully covered. This tool asks the questions that surface hidden exposure — then scores the results and delivers personalized recommendations. For insurance agencies, it's a lead-qualification engine that captures prospects at the moment they realize they have a problem.

How it works

8 coverage areas. Scored in 3 minutes.

Step 1 — Answer 8–12 questions

The prospect answers targeted yes/no/unsure questions about their current coverage. Questions are designed to surface the gaps that cost the most when something goes wrong.

Step 2 — Get a scored report

Each coverage area is scored: green (covered), yellow (review needed), or red (gap identified). The overall protection score gives the prospect a clear snapshot of their exposure.

Step 3 — Personalized recommendations

Gaps trigger specific recommendations: "Consider standalone cyber liability coverage" or "Your umbrella limits may be insufficient for your revenue level." Each recommendation links to a consultation booking.

Step 4 — Lead captured at peak engagement

Contact information is captured after the prospect has seen their gaps — the moment they're most motivated to act. The lead comes to your team with specific coverage areas flagged, ready for a targeted conversation.

What it asks

Sample assessment questions

Liability

Does your current policy cover professional errors, omissions, or malpractice claims?

Cyber

Do you have standalone cyber liability coverage for data breaches and ransomware?

Business Interruption

Would your policy cover lost income if your business was forced to close for 30+ days?

Workers' Comp

Are all employees — including part-time and seasonal — covered under your workers' comp policy?

Property

Does your coverage reflect the current replacement cost of your equipment and inventory?

Auto

Are all vehicles used for business purposes — including personal vehicles on company errands — covered?

Umbrella

Do you have umbrella or excess liability coverage beyond your general liability limits?

Key Person

Is there a key person life or disability policy for anyone whose absence would severely impact operations?

Why it works

Why coverage gap finders outperform contact forms

Creates urgency

When a prospect sees "Cyber: 25% — Critical gap," they don't need a sales pitch. The tool created the motivation by making the risk visible and specific.

Pre-qualifies intent

The lead arrives with specific coverage areas flagged. Your agent doesn't waste time on discovery — they can go straight to quoting the gaps that matter most.

Captures at peak

Contact info is collected after the prospect has invested 3 minutes and seen their score. Completion-to-lead conversion rates of 15–40% based on our client deployments.

Built for insurance agencies

The Coverage Gap Finder is designed for independent agencies, brokers, and carriers who want to convert website traffic into qualified policy reviews. It works for personal lines, commercial lines, or both — and adapts to your specific product offerings and carrier appointments.

Disclaimer: This tool does not provide insurance advice, quotes, or binding coverage recommendations. It is an educational lead-qualification assessment designed to identify areas where a professional coverage review may be beneficial.

Technical specs

Question count 8–12 questions (customizable per agency)
Completion time 2–3 minutes average
Scoring Per-area percentage + overall protection score
Output Scored report with gap-specific recommendations
Lead capture Name, email, phone — captured after results
Integration CRM, email, or webhook — results delivered instantly
Hosting Embedded on your existing website — no iframes
Build time 2–3 weeks from kickoff to deployment

Get this tool for your agency.

We custom-build each Coverage Gap Finder around your specific product lines, carrier appointments, and client segments. Single tool builds start at $1,500.

Includes discovery, design, development, testing, deployment on your website, and CRM integration.

T

Truvaldi

AI assistant

Online
T

Hey — I'm Truvaldi's AI assistant. Ask me anything about our services, tools, pricing, industries, or process.