Qualify more insurance and risk planning leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every insurance and risk planning project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Life Insurance Needs Review
A review of current or potential life insurance coverage to assess whether it matches personal or family financial protection needs.
Preview intake →
Disability Insurance Review
A review of existing or prospective disability insurance coverage to assess adequacy, terms, and fit with income protection needs.
Preview intake →
Emergency Fund Planning
Guidance on building or restructuring a cash reserve to cover unexpected expenses or income disruption.
Preview intake →
Long-Term Care Planning
Guidance on preparing financially for potential future long-term care needs, including insurance options, funding strategies, and related planning considerations.
Preview intake →
Property and Liability Review
A review of current property and liability insurance coverage to identify gaps, overlaps, or outdated protection relative to owned assets.
Preview intake →Information you need before every insurance and risk planning project
- Have Any Life Insurance
- Best Describes Reason Reviewing
- Would Primarily Rely On
- Person Who Makes Financial
- Soon Would Like Complete
- Have Disability Insurance Policy
- Primary Reason Reviewing Disability
- Source Income That Would
- Have Any Existing Coverage
- Person Authorized Make Decisions
How insurance and risk planning lead scoring works
Value signals
- New family member or dependents
- Protecting income or debts
- Business or estate planning purposes
- Reassessing an existing policy
- General curiosity about coverage
- Person Who Makes Financial: yes
Urgency signals
- Immediately
- Have Little No Dedicated
- Have Active Property Or
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Insurance and Risk Planning lead-intake FAQs
What does a insurance and risk planning intake collect?
Each insurance and risk planning template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are insurance and risk planning leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger insurance and risk planning opportunities without manually reviewing every raw submission first.
Can visitors try a insurance and risk planning intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified insurance and risk planning leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every financial planning and wealth intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your insurance and risk planning traffic into signed work.