Contact Wizard – Auto Insurance Agent Lead Form

Purpose-Built Auto Insurance Lead Capture for WordPress

M Media Auto Insurance Contact Wizard is a professional multi-step lead capture plugin for independent auto insurance agents, built to collect the detailed vehicle and coverage information you actually need – without requiring a CRM subscription, form builder, or third-party service. The wizard walks visitors through structured steps covering vehicle details, current coverage, drivers in the household, and desired coverage changes. Every submission is stored in your WordPress dashboard and delivered to your inbox. No monthly fees. No lead-sharing. Your leads stay yours.

Why M Media Auto Insurance Contact Wizard Exists

Generic contact forms collect a name and email. That is not enough to have a productive first conversation with an auto insurance prospect. You need to know their vehicle, their current carrier, their coverage gaps, and what is driving them to shop before you can offer real value. M Media Auto Insurance Contact Wizard solves this by design. It gives every prospect a guided, professional experience while giving you a complete intake record before you ever pick up the phone.

M Media Auto Insurance Agent Wizard replaces the basic contact form with a guided quote-request wizard built for auto insurance agents and brokers.

Why a wizard?

Standard forms miss critical info. This wizard qualifies the lead and collects all required driver, vehicle, and contact details up front—so your team spends time on real prospects, not incomplete forms.

What it does:

  • 5-step guided wizard — Coverage Needs → Driver Details → Vehicle Info → Document Upload → Contact & Confirmation
  • Drag-and-drop document upload — customers attach up to 6 files (license, registration, prior policy, etc). Files upload directly to your WordPress media library.
  • HTML email notifications — the agency receives a branded HTML email with a full data summary AND inline document thumbnails. No login required to see what was submitted.
  • Lead management — every submission is saved as a WordPress custom post type (aiacw_lead) with a document grid in the admin view.
  • Fully customizable — change intro text, success message, notification email, primary color, and toggle/relabel any question from the Settings panel.
  • SMTP support — configure SMTP delivery or fall back to wp_mail().
  • Spam protection — honeypot field + minimum submission time check.

Shortcodes:

[autoinsuranceagent_wizard] or [mmedia_autoinsuranceagent_wizard]

Place either shortcode on any page or post.

Installation

1. Upload the mmedia-contact-wizard-auto-insurance-agent folder to /wp-content/plugins/.

2. Activate the plugin through Plugins → Installed Plugins.

3. Go to Auto Insurance Wizard → Settings to configure your notification email and customize the wizard.

4. Add [autoinsuranceagent_wizard] to any page.

Requirements

  • WordPress 5.8+
  • Tested up to WordPress 6.9
  • PHP 7.4+

Shortcodes

  • [autoinsuranceagent_wizard]
  • [mmedia_autoinsuranceagent_wizard]

$29.99

Perpetual License

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No Bloat. No Spyware. No Nonsense.

Modern software has become surveillance dressed as convenience. Every click tracked, every behavior analyzed, every action monetized. M Media software doesn't play that game.

Our apps don't phone home, don't collect telemetry, and don't require accounts for features that should work offline. No analytics dashboards measuring your "engagement." No A/B tests optimizing how long you stay trapped in the interface.

We build tools, not attention traps.

The code does what it says on the tin — nothing more, nothing less. No hidden services running in the background. No dependencies on third-party APIs that might disappear tomorrow. No frameworks that require 500MB of node_modules to display a button.

Your data stays on your device
No "anonymous" usage statistics
Minimal dependencies, fewer risks
Respects CPU, RAM, and battery
Subscription Hell
  • • Payment fails? App stops
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M Media Way
  • • Buy once, own forever
  • • Works offline
  • • Optional updates
  • • You control your data

Simple Licensing. No Games.

We don't believe in dark patterns, forced subscriptions, or holding your data hostage. M Media software products use clear, upfront licensing with no hidden traps.

You buy the software. You run it. You control your systems.

Licenses are designed to work offline, survive reinstalls, and respect long-term use. Updates are optional, not mandatory. Your tools don't suddenly stop working because a payment failed or a server somewhere changed hands.

One-time purchase, lifetime access
No "cloud authentication" breaking your workflow
Upgrade when you want to, not when we force you
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