Turn commercial auto enquiries into policy-review-ready leads
Ask how many vehicles need coverage, how they're used, and whether coverage is active or lapsed — then collect current declarations pages before routing qualified fleets to your CRM.
The exact intake your commercial auto insurance leads complete
This is the real 7-question guided intake for Commercial Auto Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial auto insurance lead should tell you
Coverage for vehicles a business owns or operates for commercial purposes, qualified by fleet size, how the vehicles are used, and whether any coverage is currently in force.
- Many Vehicles Insure Business
- Best Describes How Vehicles
- Have Any Commercial Auto
- Owner Or Authorized Decision-Maker
- Soon This Coverage Start
- Any Vehicles In This
- Business Entity Will Hold
The questions your team needs answered
Every commercial auto insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many vehicles do you need to insure for business use? | Larger vehicle counts weight higher, so a 6-plus vehicle fleet surfaces ahead of a single-vehicle enquiry with similar urgency. |
| What best describes how the vehicles are primarily used? | The use case tells you whether you're looking at a delivery, contractor, sales, or rideshare risk before you ever open the file. |
| Do you currently have any commercial auto insurance in place? | A never-had or lapsed policy scores above an active renewal, flagging the enquiries with the most immediate coverage gap. |
| Are you the owner or authorized decision-maker for this business's insurance? | Confirming the submitter is the authorized buyer avoids quoting a business owner who never actually asked for a quote. |
| How soon do you need this coverage to start? | An immediate start date is the only answer flagged as urgent, separating time-sensitive leads from those planning ahead. |
| Have any vehicles in this fleet been involved in an accident in the past three years? | Recent accident history is passed through as underwriting context so your team can judge insurability before the policy review. |
| What type of business entity will hold this policy? | Entity type affects how the policy needs to be structured, so it's captured up front rather than discovered on the call. |
How Cliont scores commercial auto insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1 vehicle
- 2-5 vehicles
- 6 or more vehicles
- Not sure
- Had one, now lapsed or expired
- Never had one
Urgency signals
- Yes, active policy
- Immediately
See the lead your team receives
Commercial Auto 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 commercial auto insurance workflows
| Cliont capability | Commercial Auto Insurance application |
|---|---|
| Weighted lead scoring | Prioritizes leads by fleet size and current coverage status, so a lapsed 2-5 vehicle policy scores above a routine active-policy renewal. |
| Branching questions | Routes based on the vehicle-use answer, separating delivery and contractor answers from rideshare or passenger-service answers that carry different risk profiles. |
| Document collection | Requests a current declarations page from leads who report an active or lapsed policy, giving your team underwriting context before the first call. |
| CRM routing with context | Sends the decision-maker, accident-history, and entity-type answers into your CRM as structured fields, not just a raw form submission. |
Common commercial auto insurance lead scenarios
Single vehicle, urgent start
A sole proprietor with one delivery vehicle needs coverage to start immediately. The intake flags the urgency answer and the decision-maker confirmation so it lands ahead of slower enquiries.
Small fleet, lapsed policy
A 2-5 vehicle operation had commercial coverage before but let it lapse. The lapsed-policy answer scores higher than an active-policy renewal, since it signals a live coverage gap to close.
Larger fleet with accident history
A 6-or-more vehicle passenger-service fleet reports an accident in the past three years. The intake still routes the lead but attaches the accident answer as an underwriting flag for review.
Employee filling out the form
Someone submits the intake but answers no to being the authorized decision-maker. The lead still reaches your CRM, but scored lower until an owner or authorized buyer is confirmed.
Planning ahead, no rush
An LLC with contractor trade vehicles is comparing options for a future renewal with no immediate start date. The intake captures entity type and timing so it's queued rather than treated as urgent.
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 auto insurance intake templates
Commercial Auto Insurance lead-intake FAQs
How does this intake separate commercial auto leads from personal or rideshare enquiries?
The vehicle-use question distinguishes delivery, contractor, sales, or rideshare use, so a passenger-service answer can be routed differently than a contractor-trade answer even though both are commercial vehicles.
What happens if the person submitting the form isn't authorized to buy the policy?
The decision-maker question carries its own weight, so a 'no' answer still delivers the lead to your CRM but scores it lower until an authorized buyer is confirmed.
Does it matter if someone already has commercial coverage?
Yes — leads with no prior coverage or a lapsed policy score higher than an active-policy renewal, since they represent a clearer, more immediate coverage need.
Do you ask about accident history for the fleet?
The intake asks whether any vehicle has been in an accident in the past three years and passes that answer along as underwriting context rather than a scoring penalty.
What if a lead has six or more vehicles — should that go to Fleet Insurance instead?
This intake handles larger commercial fleets directly and weights higher vehicle counts accordingly; Fleet Insurance is a separate page for buyers who land there specifically.
Does the intake capture what type of business entity will hold the policy?
Yes, it records whether the policy will sit under a sole proprietorship, LLC, corporation, or partnership, which is passed to your CRM alongside the rest of the qualification answers.
Turn commercial auto insurance visitors into qualified clients
Give every commercial auto insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.