Know which Business Owner's Policy leads are worth policy review time
The intake asks whether they own, lease, or run a home-based business, which coverages they want bundled, and how many employees they have — then collects a current certificate of insurance or loss-run history before the lead reaches your CRM.
The exact intake your business owner's policy leads complete
This is the real 6-question guided intake for Business Owner's Policy — the same flow your customers finish before you ever pick up the phone.
What a qualified business owner's policy lead should tell you
A bundled policy combining general liability and property protection into a single contract, sized by physical setup, employee count, and which coverages the owner wants included.
- Own Or Operate Business
- Best Describes Business'S Physical
- Types Coverage Interested In
- Have Any Business Insurance
- Soon Obtain Or Renew
- How Many Employees Business
The questions your team needs answered
Every business owner's policy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or operate a business? | Confirms the lead actually owns or operates a business, which is the baseline requirement before any BOP quote makes sense. |
| Which best describes your business's physical setup? | Physical setup determines whether property coverage even applies and shapes which BOP eligibility class the business falls into. |
| Which types of coverage are you interested in bundling? | Each selected coverage adds directly to the lead's value score, showing how much of the bundle they're actually shopping for. |
| Do you currently have any business insurance in place? | Separates a lapsed-coverage renewal from a first-time buyer, letting your team prioritize outreach accordingly. |
| How soon are you looking to obtain or renew this coverage? | An Immediately answer triggers the urgency signal so lapsed or time-sensitive renewals don't sit behind exploratory leads. |
| Approximately how many employees does your business have? | Employee count helps size the liability exposure and flags larger accounts worth a closer policy review. |
How Cliont scores business owner's policy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Operate Business: yes
- General liability
- Property coverage
- Business interruption
- Equipment coverage
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Business Owner's Policy 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 business owner's policy workflows
| Cliont capability | Business Owner'S Policy application |
|---|---|
| Conditional branching | A Mobile with no fixed location answer keeps the flow focused on liability and equipment coverage instead of asking property-specific follow-ups that don't apply. |
| Weighted lead scoring | Selecting General liability, Property coverage, or Business interruption adds directly to the lead's value score, while Not sure still contributes at a lower weight. |
| Urgency flagging | An Immediately answer on the renewal timeline question triggers an urgent flag separate from Just exploring options, so lapsed-coverage renewals surface first. |
| Document collection | The intake requests a certificate of insurance or loss-run history up front, so paperwork is already attached to the lead before your team schedules the review. |
Common business owner's policy lead scenarios
Lapsed coverage, renewing immediately
Owner whose policy lapsed selects Immediately for timeline and wants general liability, property, and business interruption bundled — flagged high-value and urgent for same-week outreach.
Home-based owner just exploring
No-employee, home-based business marks Not sure on coverage types and Just exploring options on timeline — captured but routed for a lower-touch follow-up instead of an immediate review.
Leased retail space, active shopper
Currently insured business leasing commercial space wants general liability, property, and equipment coverage within a month — a clear bundling opportunity worth a policy review.
Mobile business, no fixed location
Mobile operator with never-had-coverage status and an unclear coverage mix signals a case where property coverage may not even apply, prompting your team to clarify exposure before quoting.
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 business insurance intake templates
Business Owner's Policy lead-intake FAQs
How does the intake handle businesses with no fixed location?
When someone selects Mobile with no fixed location on the physical setup question, that answer still routes through scoring normally, but it flags for your team that property coverage needs clarifying before you quote.
What happens when a lead selects 'Not sure' for coverage types?
Not sure carries its own scoring weight so the lead still counts as engaged, but your team knows to walk them through the difference between general liability, property, and business interruption on the call.
Can the intake tell a renewal apart from a first-time buyer?
Yes — the current-coverage question separates currently insured, lapsed, and never-had-coverage answers, so you can prioritize a lapsed renewal differently from a business shopping for its first policy.
Does the timeline answer change how urgently a lead is routed?
An Immediately answer on the renewal timeline question triggers the urgent signal, separating it from Just exploring options so time-sensitive renewals surface ahead of research-stage leads.
Is employee count used for anything beyond headcount?
The employee-count bracket helps your team estimate liability exposure and size before the policy review, so a 51+ employee lead is not treated the same as a solo operator.
How is this different from your General Liability Insurance intake?
This intake qualifies interest across a bundle — general liability, property, business interruption, and equipment coverage together — while the General Liability Insurance page qualifies leads on liability exposure alone.
Turn business owner's policy visitors into qualified clients
Give every business owner's policy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.