Fleet intake that captures vehicle count and type up front
Ask how many vehicles need coverage, what type they are, and whether they're registered to the business before you spend time quoting a risk you can't write.
The exact intake your fleet insurance leads complete
This is the real 6-question guided intake for Fleet Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified fleet insurance lead should tell you
Insurance covering multiple company-owned or operated vehicles under one commercial policy, where fleet size, vehicle types, and business registration determine risk and pricing.
- Many Vehicles Be Covered
- Vehicles In Fleet
- All Vehicles Registered Under
- Have Active Fleet Or
- Person Authorized Make Insurance
- This Fleet Coverage Start
The questions your team needs answered
Every fleet insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many vehicles need to be covered under this fleet policy? | Vehicle count is the primary weight in the catalog, separating true multi-vehicle fleets from single-car submissions that don't fit this policy type. |
| What type of vehicles are in the fleet? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are all vehicles registered under the business rather than individual owners? | Business registration status determines whether the vehicles are actually eligible for a commercial fleet policy rather than individual personal coverage. |
| Do you currently have an active fleet or commercial auto policy? | Knowing whether coverage is active, lapsed, or nonexistent changes the urgency and framing of the follow-up conversation. |
| Are you the person authorized to make insurance decisions for this business? | Confirming the submitter can authorize insurance decisions avoids quoting time on someone who isn't the actual buyer. |
| When do you need this fleet coverage to start? | An immediate start date signals urgency the agency should prioritize over a planning-ahead inquiry. |
How Cliont scores fleet insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- 2 to 5 vehicles
- 6 to 15 vehicles
- 16 to 50 vehicles
- More than 50 vehicles
- All Vehicles Registered Under: yes
- Person Authorized Make Insurance: yes
Urgency signals
- Yes, active policy
- Immediately
See the lead your team receives
Fleet 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 fleet insurance workflows
| Cliont capability | Fleet Insurance application |
|---|---|
| Conditional scoring | Weights vehicle count and business registration answers heavily so a 50-vehicle fleet ranks above a two-car submission before an agent opens the lead. |
| Lead routing to CRM | Sends fleets with active or immediate-start coverage needs straight to your CRM as priority policy reviews, separate from planning-ahead inquiries. |
| Decision-maker flagging | Surfaces submissions where the person filling out the form isn't authorized to bind coverage, so agents can request the right contact before quoting. |
| Document collection | Gathers a current vehicle list and prior policy declarations up front so underwriting has fleet composition details before the first call. |
Common fleet insurance lead scenarios
Large fleet needs immediate coverage
A business reports 16+ vehicles registered under the company and wants coverage to start immediately, matching the highest-value and most urgent signals in the catalog.
Owner-operator with two vehicles
A single-vehicle owner or very small operation applies, scoring far lower on fleet size and signaling this may be better routed as personal or commercial auto rather than fleet.
Lapsed fleet policy, reinstating coverage
The business had fleet coverage before but let it lapse, which the intake flags differently from an active policyholder shopping for a renewal quote.
Office staff filling out the form
Someone without authority to bind insurance decisions submits the intake, lowering the score until the actual decision-maker is confirmed.
Mixed heavy and specialty vehicles
The fleet includes heavy commercial trucks or specialty work vehicles alongside passenger cars, a mix that changes underwriting complexity versus a uniform car fleet.
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
Fleet Insurance lead-intake FAQs
How does the intake handle fleets with very different vehicle types?
The vehicle type question lets policyholders select passenger cars, light trucks, heavy commercial trucks, or specialty vehicles, so you see the underwriting mix before quoting rather than discovering it on a call.
Can the intake tell if a lead is really a personal auto shopper, not a fleet?
Yes, the vehicle count question separates single-vehicle answers from true multi-vehicle fleets, so a one-car submission scores lower and can be routed to personal auto instead.
Does the form check if vehicles are registered to the business?
It asks directly whether vehicles are registered under the business rather than individual owners, which affects eligibility for a commercial fleet policy and is weighted into the score.
How is fleet insurance different from your commercial auto intake?
This subservice focuses on multi-vehicle count, mixed vehicle types, and business registration across a fleet, while the Commercial Auto Insurance intake is built around single-vehicle or smaller commercial risk profiles.
What happens if the person filling out the form can't approve coverage?
The decision-maker authority question lowers the score when the submitter isn't authorized, so your team knows to confirm the real buyer before investing time in a quote.
Do lapsed fleet policies get treated differently from active ones?
Yes, the current policy status question distinguishes active coverage, lapsed coverage, and no prior fleet coverage, which changes how urgently and how you approach the follow-up.
Turn fleet insurance visitors into qualified clients
Give every fleet insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.