The Custom Questions settings page is where you build an extra step that invited agencies complete during onboarding, so you can capture any information the standard steps do not collect. A drag-and-drop builder lets you decide which questions appear, in what order, and which ones are mandatory, with no engineering involvement, and you can route an agency to a manual pre-contract review when their answer meets a condition you set.

Custom Questions lets you author a tailored step that runs inside the agency onboarding flow, so you can gather information the built-in steps (Upload Documents, Product and State Selections, Payment Details, Pre-Contract Review) do not already cover.

Who uses it. A compliance, operations, or onboarding lead at the carrier, MGA, or wholesaler usually owns this page. They define the questions every new agency must answer, so internal review and downstream system entry have the data they need on day one.

Key capabilities:

Note: The Use this Onboarding Step? toggle stays disabled until your form contains at least one input component (Text Input, Number Input, Toggle, or Select). Structure-only forms (headings and dividers) cannot be turned on.

Custom Questions lives inside the global Settings modal, so it is reachable from anywhere in the application.

Close the modal at any time to return to whichever page you were on before.

When you'd do this. You have finished building (or are ready to build) the questions you want agencies to answer, and you want the step to appear in onboarding for every agency you invite from this point forward.

Note: If you delete every input component from your form while the toggle is on, the toggle is automatically switched off and saved for you. Add at least one input again and re-enable the toggle when you are ready.

The form builder has three areas that work together: the Component Palette at the top, the Form Canvas in the middle-left, and the Properties Panel on the right.

The palette shows seven component tiles in a single horizontal row. Each tile displays an icon and a name.

There are two ways to add a component to your form:

Every add, change, reorder, or delete is sent to the server automatically, debounced by one second. There is no Save button.

The Form Canvas is a live preview of what agencies will see. While the canvas is empty it shows a dashed drop target with the instructions Drop components here and Drag components from the palette to start building your form.

Once the canvas has components on it, you can:

Tip: Structure components (Section Heading, Sub Heading, Divider) always span the full width of the canvas. Input components can sit side-by-side in a two-column layout on wider screens.

The Properties Panel displays the configuration options for the currently selected component. When nothing is selected it shows Edit component with the helper text Select a component and edit its properties here.

Fields available on every component except Divider:

Additional fields appear based on the component type:

All edits in the Properties Panel are reflected on the canvas immediately and saved automatically.

When a Select component is selected, an Options section appears in the Properties Panel:

When you'd do this. You want most agencies to onboard automatically, but you need a human to review certain answers first. For example, an agency that reports more than a threshold dollar value of premium, or that selects a particular line of business, should be held for manual review before the producer agreement is sent. The Pre-contract sign gate lets you set that condition directly on the question.

The gate is configured per question in the Properties Panel, below the standard fields. It is available only on Number Input, Currency, Percentage, Toggle, Single Select, and Multi Select questions. Text Input questions, headings, and dividers cannot be gated, so the section does not appear for them.

Note: When you flip a Select question between single-select and multi-select, an existing gate is kept if its condition is still valid for the new type; otherwise it resets to a fresh default rule so you can re-pick a condition.

Warning: If you delete an option that a gate rule points to, the rule shows the warning Rule references a deleted option. Re-select a value. Open the question, re-select a value in the Value control, and the warning clears. Agencies are not routed correctly until you fix it.

When an agency's answer matches the gate, they are sent to the Pre-Contract Review step before the contract is sent, where your team reviews the submission. Configure who reviews and how that queue behaves on the Pre-Contract Review settings page.

When you turn the custom step on, every agency you invite from that point forward sees a Custom Questions step in their onboarding flow. The questions they see are exactly the components you have configured, in the order you have arranged them.

Agencies that finished onboarding before you changed the form are not asked to fill it out again.

Why is the Use this Onboarding Step? toggle disabled? The toggle stays disabled until your form has at least one input component (Text Input, Number Input, Toggle, or Select). Add an input from the palette and the toggle becomes active.

What happens if I delete every input component while the toggle is on? The toggle is automatically switched off and the change is saved for you. The custom step is then skipped during agency onboarding until you add a new input and re-enable the toggle.

Do I have to click a Save button? No. The page uses auto-save with a one-second debounce. Every toggle change, drop, reorder, edit, or delete is sent to the server automatically, and a success alert confirms when onboarding settings are updated.

What is a Pre-contract sign gate? It is a per-question rule that routes an agency into manual pre-contract review when their answer matches a condition you set, instead of letting them sign the contract automatically. Set it in the Properties Panel under the Pre-contract sign gate section.

Which questions can I gate? Number, Currency, Percentage, Toggle, Single Select, and Multi Select questions. Text Input questions, headings, and dividers cannot be gated, so the Pre-contract sign gate section does not appear for them.

Will my changes affect agencies that have already onboarded? No. Updates to the form apply only to agencies you invite from that point forward. Agencies that have already completed onboarding are not asked to fill in the form again.

Can I reorder my components? Yes. Click and hold the grip handle on the left of a component and drag it up or down on the canvas. The new order is saved automatically.

Can I undo a deletion? No. The builder has no undo button. If you remove a component you still need, add it again from the palette and configure it.

Can different agencies see different questions? No. There is one custom step per organization, and every agency you invite sees the same form. If you need to capture different information from different agencies, consider whether one of the other onboarding steps (Upload Documents, Product and State Selections, Payment Details, Pre-Contract Review) covers your need instead.

Why does my heading or divider span the full width even on a wide screen? Structure components (Section Heading, Sub Heading, Divider) always span the full width of the form. Only input components can appear side-by-side on wider viewports.

I get an error when I toggle Use this Onboarding Step. What does that mean? The error alert You do not have permission to update onboarding settings. means your role does not allow Agency Onboarding changes. Ask an administrator at your organization to grant the right permission or to make the change for you.

If you have questions about Custom Questions or encounter any issues, contact our support team at support@turris.com.