Know which long-term care leads deserve a discovery meeting
The intake captures each prospect's planning goal, current coverage status, and decision-making role before requesting any existing policy documents, so you walk into every discovery meeting already knowing who you're advising.
The exact intake your long-term care planning leads complete
This is the real 6-question guided intake for Long-Term Care Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified long-term care planning lead should tell you
Structured intake for evaluating who a prospect is planning long-term care for, whether they already hold coverage, and whether they have the authority to make the financial decision, so an advisor knows exactly what the conversation needs to cover before it starts.
- Main Goal Long-Term Care
- Have Any Long-Term Care
- Whose Care
- Person Who Makes Financial
- Soon Would Like Begin
- Approximate Age Range
The questions your team needs answered
Every long-term care planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for long-term care planning? | The selected goal, whether exploring insurance or reviewing an existing plan, carries the heaviest weight in the score and determines which conversation track the advisor should prepare. |
| Do you currently have any long-term care insurance coverage? | Knowing whether coverage already exists shapes whether the discovery meeting is a first-time enrollment conversation or a policy review. |
| Whose care needs are you planning for? | Identifying whose care is being planned for, self, spouse, parent, or a business key employee, tells the advisor who needs to be involved and what kind of case this is. |
| Are you the person who makes financial decisions for this planning? | Confirming financial decision authority filters out family members gathering information from prospects who can actually act, and is weighted accordingly. |
| How soon would you like to begin this planning? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is your approximate age range? | Age range carries no scoring weight but gives the advisor context on which products and pricing brackets are realistic before the meeting. |
How Cliont scores long-term care planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Explore long-term care insurance options
- Plan for my own future care needs
- Plan for a family member's future care needs
- Review an existing policy or plan
- Person Who Makes Financial: yes
- Within 3 months
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Long-Term Care Planning 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 long-term care planning workflows
| Cliont capability | Long-Term Care Planning application |
|---|---|
| Conditional branching | Routes the conversation differently depending on whether the whose-care-needs answer is self, spouse, parent, or a business key employee, since each implies a different discovery-meeting agenda. |
| Lead scoring | Weights the stated planning goal and financial decision-maker status together, so a prospect exploring insurance who also holds decision authority scores higher than someone gathering information on someone else's behalf. |
| Document upload | Collects existing policy documents upfront from prospects who select 'review an existing policy,' so the discovery meeting can start with specifics instead of re-asking for coverage details. |
| CRM routing | Sends qualified long-term care prospects into your CRM with their coverage status and decision-maker flag already attached, instead of a bare name and phone number. |
Common long-term care planning lead scenarios
Ready to explore LTC insurance
Prospect selects the goal of exploring long-term care insurance options, confirms they hold financial decision authority, and gives a near-term timeline — the intake surfaces this as a high-value, ready-to-book lead.
Adult child researching for parent
Selects the family-member care goal with a parent as the person needing care, but answers no to holding financial decision authority — the goal still scores high, but the authority gap tells the advisor who else needs to be on the call.
Reviewing an existing policy
Prospect already has coverage and picks reviewing an existing policy as their goal, so the intake can request the existing policy documents upfront instead of spending the discovery meeting on basics.
Business owner, key-employee planning
Whose-care selection is a business owner or key employee — a distinct commercial situation the standard self- or family-focused path doesn't cover, flagging a different kind of conversation to prepare for.
Still researching, no firm goal
Prospect picks 'not sure yet' for the goal and 'just researching' for timeline — the intake still treats this as a legitimate opportunity rather than discarding it as unqualified.
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
Long-Term Care Planning lead-intake FAQs
How does the intake handle someone researching care for a parent instead of themselves?
The whose-care-needs question separates self, spouse, parent, or a business key employee, and a separate question confirms whether the person answering actually holds financial decision authority. An adult child researching for a parent without that authority still gets scored, but is flagged so the advisor knows to involve the actual decision-maker.
Can the intake tell whether a prospect already has coverage before the call?
Yes — the intake asks directly whether the prospect currently has long-term care insurance, with yes, no, and not-sure options, so you know before the discovery meeting whether you're starting a new policy conversation or reviewing an existing one.
Does age factor into how leads are scored?
Age range is captured but carries no scoring weight in this subservice — it's context for the advisor to prepare relevant product and pricing information, not a qualification filter.
What happens if a prospect says they aren't sure why they're looking into long-term care planning?
Selecting 'not sure yet' as the goal still contributes to the lead score rather than disqualifying it, since undecided prospects are a real part of this subservice's audience.
Are long-term care leads treated as urgent the way emergency-driven services are?
No explicit urgency signal is defined for this subservice — the timeline question is still captured and shown on the lead, but it informs sequencing rather than triggering an urgent flag.
Does Cliont recommend whether someone needs long-term care insurance?
No. The intake only qualifies and routes the lead based on the answers given; any coverage recommendation or suitability decision stays with your team.
Turn long-term care planning visitors into qualified clients
Give every long-term care planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.