Vendor Request for Quotation (RFQ) Form
Estimated Time: 5-10 minutes to complete form Best For: Procurement teams, purchasing managers, project managers Workflo...
5 steps
10 fields
Sales requests Quotation
Insurance intake form for Tallyfy
Process insurance quotes with accurate risk assessment
Underwriting needs complete information to price risk correctly. This form captures business details, coverage requirements, liability limits, and claims history, then routes to the right underwriter based on complexity.
6 steps
14 fields
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Commercial Insurance Quote Request Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Commercial Insurance Quote Request Form
Complete this form to request a commercial insurance quote. Please have your business registration details, current policy information, and claims history ready. The form takes about 10-15 minutes to complete.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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