Every property and liability review enquiry, scored before it reaches your CRM
Clients tell you which assets they want reviewed, confirm whether they're the policy decision-maker, and flag liability concerns like tenants or on-site business use before you ever get on a call. Upload their current policy declarations page and Cliont scores the request automatically.
Preview your property and liability review intake
Explore 6 questions from the Property and Liability Review template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified property and liability review lead should tell you
An assessment of a client's existing property and liability insurance coverage, checked against the assets they actually own and their liability exposure, to flag gaps or outdated protection worth raising in a discovery meeting.
- Best Describes Assets Want
- Have Active Property Or
- Prompting This Review
- Person Authorized Make Decisions
- Soon Would Like This
- Liability Concerns Apply Situation
The questions your team needs answered
Every property and liability review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the assets you want reviewed? | Business property and multiple-asset answers carry the highest weight, signaling a more complex review than a single primary residence. |
| Do you currently have active property or liability insurance policies? | An active-policy answer carries a higher weight because it usually points to a concrete renewal or gap-check conversation rather than a cold quote. |
| What is prompting this review? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person authorized to make decisions about these policies? | A 'no' here means the person answering can't authorize policy changes, so the lead is captured but weighted down until the actual policyholder is confirmed. |
| How soon would you like this review completed? | An 'Immediately' answer is one of only two urgency signals in this catalog, so it's what pushes a request to the top of your queue. |
| Which liability concerns apply to your situation? | Concerns like on-site business operations or umbrella coverage needs point to more complex exposure than a standard homeowner policy covers. |
How Cliont scores property and liability review leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Primary residence
- Rental or investment property
- Business property
- Vehicles or valuables
- Multiple asset types
- Have Active Property Or: yes
Urgency signals
- Have Active Property Or
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Property and Liability 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 property and liability review workflows
| Cliont capability | Property And Liability Review application |
|---|---|
| Weighted lead scoring | Automatically ranks business property and multiple-asset requests above single-vehicle or valuables-only reviews, matching the asset-type weights in your catalog. |
| Conditional decision-maker check | Flags leads where the person answering isn't authorized to change policies, so you can confirm the actual policyholder before scheduling a discovery meeting. |
| Multi-select liability capture | Lets clients flag combinations like tenants on property and umbrella coverage needs in one submission instead of a single dropdown answer. |
| Timeline-based urgency flag | Surfaces 'Immediately' responses so time-sensitive coverage-gap reviews reach your CRM ahead of general periodic checkups. |
| CRM routing | Sends only qualified property and liability leads directly into your CRM instead of a shared inbox for manual sorting. |
Example property and liability review lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Multiple assets, ready now
A client selects 'Multiple asset types' and wants the review 'Immediately,' combining the highest asset-type weight with the only true urgency signal in the catalog.
Rental property before renewal
A landlord flags 'Rental or investment property' and cites an 'Upcoming policy renewal' as the reason for the review, giving you context on timing before you reach out.
Business property with on-site risk
An owner selects 'Business property' and checks 'Business operations on site' under liability concerns, signaling a commercial review that goes beyond standard homeowner coverage.
Checking on behalf of a spouse
The person filling out the form isn't the one authorized to change the policy; the intake still records full detail but weights the lead lower until the actual decision-maker is confirmed.
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 insurance and risk planning intake templates
Property and Liability Review lead-intake FAQs
How does the intake tell a simple homeowner request apart from a business property review?
The asset-type question separates primary residences from rental, business, and multi-asset answers, and each carries a different weight so higher-complexity reviews surface first.
What happens if the person filling out the form can't actually change the policy?
The decision-maker question still lets them submit the request, but a 'no' answer is weighted lower so you know to confirm the actual policyholder before booking a discovery meeting.
Can the intake tell me why someone wants their coverage reviewed?
Yes, clients pick from options like a recent asset purchase, a life change, an upcoming renewal, coverage-gap concerns, or a general checkup, so you walk in already knowing their motivation.
Does the form distinguish urgent requests from ones with no real deadline?
The timeline question separates 'Immediately' from 'Within a month,' 'Within a few months,' and 'Not sure,' and 'Immediately' is one of the two signals that pushes a lead up in priority.
What if a client has several liability concerns at once?
The liability question allows multiple selections, so a client can flag tenants on property, business operations, umbrella needs, and high-value items in a single submission instead of forcing one choice.
Does someone with no current insurance score lower than someone with an existing policy?
Yes, an active-policy answer carries a higher weight than a no-policy answer, since existing coverage usually points to a concrete renewal or gap-check conversation rather than a from-scratch quote.
Turn property and liability review visitors into qualified clients
Give every property and liability review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.