Qualify more business 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.
A custom intake for every business 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.
Directors and Officers Insurance
Coverage that protects company directors and officers against personal liability claims arising from decisions made while managing the business.
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Business Owner's Policy
Coverage combining general liability and property protection for small to midsize businesses seeking a single bundled insurance policy.
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Commercial Property Insurance
Coverage that protects a business's owned or leased building, equipment, and inventory against damage or loss from covered events.
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Employment Practices Liability
Coverage that helps businesses address claims from employees alleging discrimination, harassment, wrongful termination, or other workplace practice violations.
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General Liability Insurance
Coverage protecting a business against claims of bodily injury, property damage, or advertising harm caused to third parties.
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Cyber Liability Insurance
Coverage guidance for businesses seeking financial protection against data breaches, cyberattacks, and related liability exposures.
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Product Liability Insurance
Coverage for businesses that manufacture, distribute, or sell physical products against claims of injury or property damage caused by those products.
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Professional Liability Insurance
Coverage that protects businesses and professionals against claims of negligence, errors, or omissions in the services they provide.
Preview intake →Information you need before every business insurance project
- Seeking New Coverage Or
- Business Have Board Directors
- General Structure Business
- Facing Or Aware Any
- How Many Employees Business
- Authorized Make Insurance Purchasing
- Own Or Operate Business
- Best Describes Business'S Physical
- Types Coverage Interested In
- Have Any Business Insurance
How business insurance lead scoring works
Value signals
- Business Have Board Directors: yes
- Facing Or Aware Any: yes
- Authorized Make Insurance Purchasing: yes
- Own Or Operate Business: yes
- General liability
- Property coverage
Urgency signals
- Immediately
- Yes, currently active
- 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.
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
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.
Business Insurance lead-intake FAQs
What does a business insurance intake collect?
Each business 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 business 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 business insurance opportunities without manually reviewing every raw submission first.
Can visitors try a business 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 business 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.
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
Browse every insurance intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your business insurance traffic into signed work.