Qualify every insurance lead before the first conversation
Route every inbound insurance enquiry through a guided intake that sorts prospects by line of coverage — auto, home and property, life, health, business, workers compensation, or specialty — before a quote request lands in your CRM.
Browse every insurance intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Auto Insurance
Preview 7 intake templates for auto insurance, including motorcycle insurance, classic car insurance, commercial auto insurance.
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Home and Property Insurance
Preview 8 intake templates for home and property insurance, including condo insurance, landlord insurance, homeowners insurance.
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Specialty Insurance
Preview 8 intake templates for specialty insurance, including valuable items insurance, event insurance, travel insurance.
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Health Insurance
Preview 8 intake templates for health insurance, including medicare advantage, dental insurance, vision insurance.
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Business Insurance
Preview 8 intake templates for business insurance, including directors and officers insurance, business owner's policy, commercial property insurance.
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Life Insurance
Preview 6 intake templates for life insurance, including business-owned life insurance, key person life insurance, whole life insurance.
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Workers Compensation
Preview 5 intake templates for workers compensation, including construction workers compensation, small business workers compensation, workers compensation audit.
View intakes →Information insurance teams need before the first conversation
Across every insurance service, Cliont intakes are built to capture:
Insurance lead intake covers the questions an agency needs answered before it can price and write a policy — the line of coverage a prospect needs (auto, home, life, health, business, workers compensation, or specialty), current coverage status, and the details that determine whether the risk fits what the agency underwrites.
- Own Or Have Signed
- Current Motorcycle Insurance Status
- Primarily Use Motorcycle
- Motorcycle Insure
- Hold Valid Motorcycle License
- New Coverage Begin
- Coverage Types Interested In
- Own Classic Car Want
- Old Vehicle
- Vehicle Mainly Used
How insurance lead scoring works
Every answer across every insurance intake is weighted automatically.
Value signals
- Own Or Have Signed: yes
- No current insurance
- Switching from another provider
- Renewing existing policy
- Adding a new motorcycle to existing policy
- Hold Valid Motorcycle License: yes
Urgency signals
- Immediately
- Yes, active policy
- No active policy
- Yes, I have an active policy
- Natural disaster or flood-related risks
- Have Active Home Or
Route leads by service, area, urgency, and value
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
Insurance lead-intake FAQs
Can one intake handle multiple lines of insurance, or do we need separate forms?
Cliont supports a distinct intake path for each line you write — auto, home and property, life, health, business, workers compensation, and specialty — so a policyholder only answers questions relevant to the coverage they're asking about.
How does the intake stop us from spending time on risks we don't write?
Each line's intake is built around the details that determine underwriting fit for that coverage type, so leads outside your appetite are flagged before an agent has to call and find out manually.
Do commercial lines like business insurance and workers comp get treated differently than personal lines?
Yes — business insurance and workers compensation typically involve more moving parts (entity details, payroll or employee count, prior claims) than a personal auto or home policy, and each subservice's intake is scoped accordingly.
Where do qualified leads go once someone completes an intake?
Qualified enquiries are scored and sent to your CRM so agents can prioritize policy reviews by fit and urgency instead of working every submission in the order it arrived.
Can we use this for renewal and cross-sell conversations, not just new policyholders?
The same intake structure works for existing customers exploring a different line — for example an auto policyholder asking about home and property coverage — since each line has its own qualification path.
Turn your insurance traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.