Know which classic car leads deserve a policy review
Every classic car enquiry captures vehicle age, usage type, and storage conditions alongside appraisal documentation, so your team knows the risk profile before quoting a policy.
Preview your classic car insurance intake
Explore 7 questions from the Classic Car Insurance template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified classic car insurance lead should tell you
Specialized coverage for vintage, antique, or collectible vehicles that qualify for agreed-value terms based on vehicle age, limited use, and storage conditions rather than standard daily-driver risk factors.
- Own Classic Car Want
- Old Vehicle
- Vehicle Mainly Used
- Vehicle Stored
- Have Recent Appraisal Or
- Have Any Insurance Coverage
- New Coverage Start
The questions your team needs answered
Every classic car insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the classic car you want to insure? | A 'no' signals the vehicle isn't yet owned, which lowers priority since the policy can't be bound until the purchase closes. |
| How old is the vehicle? | Older vehicles carry higher weights because they're more likely to qualify for agreed-value classic terms rather than standard auto rates. |
| How is the vehicle mainly used? | Show or display-only use scores highest because limited-use vehicles present the lowest daily risk profile insurers favor for classic policies. |
| Where is the vehicle stored? | Storage location signals theft and weather exposure that underwriters factor into eligibility and pricing before a formal appraisal is reviewed. |
| Do you have a recent appraisal or documented value for the vehicle? | A documented appraisal lets the agent quote agreed value immediately instead of scheduling a separate valuation step. |
| Do you currently have any insurance coverage on this vehicle? | Knowing whether the vehicle currently carries standard coverage, specialty coverage, or none tells the agent if this is a replacement quote or a new bind. |
| When do you need the new coverage to start? | An 'Immediately' start date is the only urgency signal in this catalog, flagging leads that need same-day attention over those still comparing options. |
How Cliont scores classic car insurance leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Own Classic Car Want: yes
- 10-19 years old
- 20-29 years old
- 30+ years old
- Not sure
- Shows, events, or display only
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Classic Car Insurance 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 classic car insurance workflows
| Cliont capability | Classic Car Insurance application |
|---|---|
| Conditional branching logic | De-emphasizes the lead when the ownership question is answered 'no,' flagging it as pre-purchase rather than a bindable quote. |
| Weighted lead scoring | Raises priority for vehicles 20+ years old used only for shows or display, matching the highValue signals defined for this subservice. |
| Document upload capture | Collects the vehicle appraisal directly in the intake so agents aren't chasing valuation paperwork before they can quote. |
| CRM routing | Sends leads who select 'Immediately' for coverage start straight to the CRM ahead of those who mark 'Just researching options.' |
Example classic car insurance lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Show car ready for coverage
Owner of a 30+ year old vehicle used only for shows or display, has an appraisal in hand, and needs coverage immediately — the highest-value combination in this catalog.
Just started researching
Prospect selects 'Just researching options' for coverage start, signaling lower urgency so the lead can be queued for follow-up rather than treated as bind-ready.
Purchase not yet closed
Answers 'no' to currently owning the vehicle, meaning the intake still gathers details but flags the lead as lower immediate value until the sale finalizes.
Switching from a standard policy
Currently holds a standard auto policy on a vehicle that now qualifies as classic, prompting the agent to explain agreed-value terms instead of a like-for-like renewal.
No appraisal on file yet
Owner wants coverage right away but has no recent appraisal, so the intake surfaces the missing valuation for the agent to request before binding.
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 auto insurance intake templates
Classic Car Insurance lead-intake FAQs
What happens if a lead doesn't have a recent appraisal for their vehicle?
The intake still captures the rest of the profile, but flags the missing appraisal so the agent knows to request a valuation before quoting agreed value.
Can the intake tell a show car apart from a daily driver?
Yes — the usage question separates shows/events, occasional pleasure drives, and regular daily driving, since regular daily use falls outside typical classic-policy eligibility.
How does the intake handle someone who's just shopping around?
The coverage-start question captures 'Just researching options' as a distinct answer from 'Immediately,' so these leads can be routed for nurture instead of an urgent quote.
Does the intake ask about how the vehicle is stored?
Yes — storage is captured as enclosed garage, covered carport, outdoors, or other, which underwriters use alongside vehicle age and use to assess risk.
What if the lead doesn't own the vehicle yet?
The ownership question is answered up front, and a 'no' response is scored lower since a policy can't be bound until the purchase is complete.
Does the intake distinguish leads who already have specialty coverage from those with none?
Yes — the current-coverage question separates standard auto, classic/specialty, and no coverage, so agents know if this is a replacement quote or a new bind.
Turn classic car insurance visitors into qualified clients
Give every classic car insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.