Know which benefits leads deserve a discovery call
Ask about current benefits administration status, employee headcount, and who actually has authority over the decision, then collect plan documents and census data before a discovery call ever gets booked.
Preview your employee benefits administration intake
Explore 5 questions from the Employee Benefits Administration template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified employee benefits administration lead should tell you
Coordination of employee benefits enrollment, plan administration, and compliance tracking on behalf of a business's workforce, covering health, retirement, and leave programs across employers of varying size.
- Current Benefits Administration Status
- How Many Employees Will
- Types Benefits Help Administering
- Use Payroll Or Hr
- Authorized Make Decisions About
The questions your team needs answered
Every employee benefits administration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current benefits administration status? | The weight gap between 'just exploring options' and 'switching benefits providers' or 'needs administrative help' separates active buyers from casual researchers before they book time. |
| Approximately how many employees will be covered by this benefits administration? | Employee count anchors the scope and complexity of the administration work, letting your team size the opportunity before the discovery call. |
| Which types of benefits do you need help administering? | The multi-select benefit types answer shows whether the request is a single-plan question or a broader administrative overhaul spanning health, retirement, and leave programs. |
| Do you currently use a payroll or HR software system? | Knowing whether payroll or HR software is already in place flags integration complexity your team will need to plan for. |
| Are you authorized to make decisions about employee benefits for your company? | The 10-versus-2 weight split on decision authority is the sharpest filter in the catalog for keeping unauthorized inquiries out of the pipeline. |
How Cliont scores employee benefits administration leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- No benefits program yet
- Existing program needs administrative help
- Switching benefits providers
- Just exploring options
- Authorized Make Decisions About: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Employee Benefits Administration Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for employee benefits administration workflows
| Cliont capability | Employee Benefits Administration application |
|---|---|
| Conditional branching | Routes the multi-select benefit-types answer so a lead needing retirement plans and leave programs surfaces differently than one asking only about health insurance. |
| Weighted lead scoring | Applies the wide weight gap on the decision-authority question so unauthorized inquiries don't get treated the same as a confirmed benefits decision-maker. |
| Document upload | Collects current plan documents and employee census data at intake, before your team spends time prepping for a discovery call. |
| CRM routing | Sends only leads that clear your score threshold on current status and authority into your CRM, filtering out exploratory or unauthorized submissions. |
Example employee benefits administration lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
New program, small headcount
A company with no benefits program yet and 1-10 employees fills out the intake; the confirmed decision-maker answer and clear program gap push this to the top of the queue.
Mid-year provider switch
An employer already running a program but switching providers selects health insurance and retirement plans for a 51-200 employee group, signaling a live, higher-value transition.
Browsing without authority
Someone marks 'just exploring options' and answers no to having benefits decision authority; the intake flags this differently than a confirmed buyer so the team doesn't over-invest prep time.
Multi-benefit overhaul
A 200+ employee employer with an existing program needing administrative help selects several benefit types at once, indicating a broader scope than a single-plan request.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 payroll and employer services intake templates
Employee Benefits Administration lead-intake FAQs
How does the intake tell a serious benefits inquiry from someone just browsing?
The current status question separates answers like 'existing program needs administrative help' or 'switching benefits providers' from 'just exploring options,' which carries a lower weight in the score.
Why does the form ask who has authority over benefits decisions?
That yes/no question carries the widest weight gap in the catalog, so a confirmed decision-maker is scored far above someone who can't actually approve a benefits change.
Can this intake handle both a 10-person business and a 200+ employee employer?
Yes, the employee-count question captures headcount bands from 1-10 up to 200+, so your team can see deal size before ever getting on a call.
What if a client needs help with multiple benefit types at once?
The benefit-types question is multi-select, so a lead requesting health insurance, retirement plans, and paid leave together shows up as one clearly scoped inquiry, not three separate ones.
Does the intake check whether a company already uses payroll or HR software?
Yes, a yes/no question captures this so your team knows the integration context before the discovery call.
Where do the qualified employee benefits leads end up?
Every scored lead that clears your threshold is sent to your CRM, so unqualified or exploratory submissions don't consume scoping time on work that never closes.
Turn employee benefits administration visitors into qualified clients
Give every employee benefits administration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.