Know which insurance estimate leads deserve a bay
Ask whether the damage came from a collision, capture the claim number, damage extent, and vehicle type, and collect photos before booking a service appointment—so your team knows the job scope before the vehicle arrives.
The exact intake your insurance repair estimate leads complete
This is the real 7-question guided intake for Insurance Repair Estimate — the same flow your customers finish before you ever pick up the phone.
What a qualified insurance repair estimate lead should tell you
A cost estimate for repairing collision or body damage that the vehicle owner intends to submit to an insurance carrier, requiring enough detail on cause, damage extent, and ownership to determine repair scope before scheduling a bay.
- Vehicle Damage Caused By
- Already Have Insurance Claim
- Best Describes Extent Visible
- Vehicle Drivable
- Vehicle Owner Or Authorized
- Soon Repair Estimate Completed
- Vehicle Estimate
The questions your team needs answered
Every insurance repair estimate intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Was the vehicle damage caused by a collision or accident? | Confirming the damage came from a collision rather than wear or another cause tells the shop this is likely an insurance-driven repair, not a cosmetic touch-up request. |
| Do you already have an insurance claim number for this damage? | Knowing whether a claim number already exists tells the shop whether the customer is insurance-ready or still needs to file, which changes the intake follow-up. |
| Which best describes the extent of the visible damage? | Damage extent directly signals how much bay time and complexity the estimate will require, from minor cosmetic to frame-level work. |
| Is the vehicle currently drivable? | Drivability determines whether the shop needs to arrange towing or a mobile visit before any estimate appointment can happen. |
| Are you the vehicle owner or authorized to request repairs on its behalf? | Confirming ownership or authorization prevents the shop from booking estimate time for a vehicle the requester doesn't have standing to repair. |
| How soon do you need the repair estimate completed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Which type of vehicle needs the estimate? | Distinguishing personal, dealership, and fleet vehicles helps the shop anticipate different approval chains and potential repeat volume. |
How Cliont scores insurance repair estimate leads
Every answer is weighted automatically — no manual review required.
Value signals
- Vehicle Damage Caused By: yes
- Minor cosmetic (scratches, small dents)
- Not sure
- Vehicle Owner Or Authorized: yes
Urgency signals
- Moderate (panel damage, broken lights)
- Severe (frame or structural damage)
Disqualifiers
- Not sure yet
See the lead your team receives
Insurance Repair Estimate Lead
From first click to qualified lead
Follow vehicle owners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Photos of the vehicle and damage come attached, so you quote before it rolls in.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for insurance repair estimate workflows
| Cliont capability | Insurance Repair Estimate application |
|---|---|
| Conditional question logic | If the customer hasn't opened a claim yet, the intake can surface that gap early so your team knows whether to guide them through the insurance process before scheduling. |
| Automatic lead scoring | Collision-caused damage marked as severe or structural is weighted highest, pushing frame-level jobs to the top of your queue over minor cosmetic requests. |
| Authorization verification prompts | When the requester isn't the confirmed owner, the lead is scored lower so a bay isn't reserved for a job that hasn't been approved by the actual owner. |
| Structured photo capture | Damage photos are collected alongside the extent question, giving your estimator a visual reference before the vehicle occupies a bay. |
Common insurance repair estimate lead scenarios
Severe structural damage, no claim yet
Owner reports frame or structural damage from a collision but hasn't opened a claim, so the intake flags it as high value while surfacing that insurance paperwork is still pending.
Minor cosmetic damage, unsure of scope
Owner selects 'not sure' on damage extent for small dents or scratches, letting the intake route it for a lower-weighted but still real estimate request rather than treating it as urgent.
Vehicle not drivable, needs logistics
Driver marks the vehicle as non-drivable, signaling the shop needs to coordinate towing or drop-off before an estimate slot can even be scheduled.
Fleet or dealership vehicle inquiry
Requester identifies the vehicle as a dealership or fleet unit, which changes volume expectations and who the shop should follow up with for approvals.
Non-owner submitting on someone's behalf
Someone other than the owner requests the estimate without confirming authorization, which the intake weights lower until ownership or permission is verified.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More collision and body repair intake templates
Insurance Repair Estimate lead-intake FAQs
Does the intake ask whether the customer already has a claim number?
Yes. The intake asks if there's already an insurance claim number for the damage, so your front desk knows upfront whether the customer is still early in the insurance process or ready to move forward.
How does the intake handle a vehicle that can't be driven in?
The drivability question flags non-drivable vehicles separately, so your team can plan for towing or a mobile estimate instead of assuming a standard drop-off appointment.
Can the intake tell if the request is for a personal, dealership, or fleet vehicle?
Yes, the vehicle type question distinguishes personal vehicles from dealership or fleet units, helping you anticipate different approval processes or volume before you respond.
What happens if someone submits a request but isn't the vehicle owner?
The authorization question is weighted so that a 'no' answer scores lower, prompting your team to confirm ownership or permission before committing shop time to the estimate.
Does the intake capture how quickly the customer needs the estimate?
Yes, it asks how soon the estimate is needed, from as soon as possible to not sure yet, so you can prioritize scheduling without guessing at the customer's timeline.
How does the intake score damage that the customer describes as 'not sure'?
Uncertain damage descriptions are still weighted as a real signal rather than discarded, so unclear submissions still surface for follow-up instead of getting filtered out.
Turn insurance repair estimate visitors into qualified jobs
Give every insurance repair estimate visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.