Contact Wizard – Auto Insurance Agent Lead Form

Last updated: April 23, 2026 · 2 min read

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]
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