Know which disability insurance leads are worth discovery meeting time
Ask whether a policy is already in place, what's driving the review, and how the client earns income—salaried, business owner, or self-employed—before requesting current policy documents. Every answer is scored so only the discovery-meeting-ready leads land in your CRM.
The exact intake your disability insurance review leads complete
This is the real 6-question guided intake for Disability Insurance Review — the same flow your customers finish before you ever pick up the phone.
What a qualified disability insurance review lead should tell you
An assessment of a client's current disability coverage—or lack of it—against their actual income source and job situation, used to determine whether new coverage, a policy upgrade, or a gap-fill alongside an employer plan is warranted.
- Have Disability Insurance Policy
- Primary Reason Reviewing Disability
- Source Income That Would
- Have Any Existing Coverage
- Soon Would Like Complete
- Person Authorized Make Decisions
The questions your team needs answered
Every disability insurance review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have a disability insurance policy in place? | Whether coverage already exists determines if the conversation is a policy audit or a ground-up income-protection sale. |
| What is your primary reason for reviewing disability insurance right now? | The stated reason for review carries the highest weight in the catalog and signals whether the client is actively re-evaluating or just gathering information. |
| What is the source of your income that would need protection? | Income source flags the underwriting complexity ahead of the meeting—business owners and self-employed clients typically need a different coverage structure than salaried employees. |
| Do you have any existing coverage through an employer group plan? | Employer group coverage tells you whether the discussion is about supplementing a group plan or replacing the absence of one entirely. |
| How soon would you like to complete this review? | Timeline weighting pushes clients who want this resolved immediately ahead of those who are just exploring options. |
| Are you the person authorized to make decisions about this insurance coverage? | The steep weight drop for a non-authorized respondent (3 vs. 9) prevents an advisor from booking a discovery meeting with someone who can't actually approve coverage. |
How Cliont scores disability insurance review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Disability Insurance Policy: yes
- Considering new coverage
- Evaluate adequacy of existing policy
- Change in employer or job situation
- Change in income or family situation
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Disability Insurance Review 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 disability insurance review workflows
| Cliont capability | Disability Insurance Review application |
|---|---|
| Weighted scoring | Decision-making authority carries a steep weight gap (9 for authorized, 3 for not), so leads submitted by a non-decision-maker are automatically deprioritized ahead of your discovery meeting. |
| Document upload | Clients can attach their current policy documents and income proof during intake, so an advisor can assess adequacy before the meeting instead of during it. |
| Single-choice branching | The reason-for-review answer (new coverage vs. evaluate adequacy vs. life change) tells you which type of conversation to prepare for before you ever open the CRM record. |
| CRM routing | Leads with existing coverage and an adequacy-review reason can be tagged differently from leads with no coverage at all, so your CRM reflects the type of review needed, not just a generic lead. |
Common disability insurance review lead scenarios
Reviewing adequacy after a job change
A client switched employers and isn't sure if their new group plan replaces what they had, triggering an adequacy review rather than a first-time purchase conversation.
Business owner with no coverage
A self-employed or business-owner lead has never had disability coverage and has no employer group plan to fall back on, making the income-protection gap the center of the meeting.
Someone else fills out the form
A spouse or assistant submits the intake but isn't authorized to decide on coverage, so the lead is flagged for a lower-weighted follow-up rather than booked straight to a meeting.
Executive with variable comp
A high-earning executive with bonus-heavy compensation wants their existing policy evaluated for adequacy, a scenario that calls for a different conversation than a straightforward new-purchase review.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 insurance and risk planning intake templates
Disability Insurance Review lead-intake FAQs
Does the intake ask whether the client already has a disability policy?
Yes—the first question captures whether a policy is currently in place, which shapes whether the meeting is framed as a review or a first-time purchase conversation.
How does the intake treat business owners differently from salaried employees?
The income-source question separates salaried employees, business owners, self-employed clients, and executives with variable compensation, so you can see the underwriting complexity before the meeting.
What happens if the person filling out the intake can't make the coverage decision?
The authorization question is weighted heavily—an unauthorized respondent scores far lower than an authorized one, so those leads route as lower-priority follow-ups instead of booked meetings.
Can the intake tell me if a client already has employer group coverage?
Yes, a dedicated yes/no question captures existing employer group coverage so you know whether the conversation is about gap-filling alongside a group plan or building coverage from scratch.
Does the intake capture how soon the client wants this reviewed?
Yes—the timeline question ranges from immediate to just exploring, with immediate reviews weighted highest so time-sensitive leads surface first.
What can I collect through the intake before the discovery meeting?
You can request the client's current policy documents and a recent pay stub or income statement upfront, so you're not starting the meeting by asking for paperwork.
Turn disability insurance review visitors into qualified clients
Give every disability insurance review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.