By the Cliont product team
auto insurance lead intake software for firms

Qualify more auto insurance 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.

Video greetingGuided intakeDocument uploadInstant lead scoring
Live previewQuestion 1 of 7
Do you currently own or have a signed purchase agreement for the motorcycle to be insured?
Yes
No

A custom intake for every auto insurance 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.

Information you need before every auto insurance project

  • 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 auto insurance lead scoring works

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

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.

Basic contact form

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
Cliont intake

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.

Auto Insurance lead-intake FAQs

What does a auto insurance intake collect?

Each auto insurance 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 auto insurance 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 auto insurance opportunities without manually reviewing every raw submission first.

Can visitors try a auto insurance 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 auto insurance 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.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every insurance intake template

View all insurance intake templates →

While they’re still using contact forms, you’re booking clients

Give every website visitor a guided, bilingual, qualifying intake — and turn your auto insurance traffic into signed work.