Know which commercial property leads are worth policy review time
Every enquiry captures property type, ownership status, and how soon coverage needs to start, plus a declarations page when applicable, so you know exactly what you're walking into before the policy review.
The exact intake your commercial property insurance leads complete
This is the real 7-question guided intake for Commercial Property Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial property insurance lead should tell you
Coverage for a business's owned or leased building, equipment, and inventory against damage or loss from covered events. The intake needs to establish who holds the insurable interest, what type of property is involved, and whether a valuation already exists before a policy can be quoted.
- Relationship Property Want Insure
- Property Coverage
- Have Any Commercial Property
- Driving Interest In Coverage
- Authorized Make Insurance Decisions
- Soon Coverage Begin
- Have Estimated Value Property
The questions your team needs answered
Every commercial property insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your relationship to the property you want to insure? | Ownership status determines insurable interest and how quickly a policy can actually bind, which is why owning scores higher than leasing or not yet securing the property. |
| What type of property needs coverage? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently have any commercial property insurance in place? | Separates real opportunities from leads that aren’t a fit yet. |
| What is driving your interest in coverage right now? | The driver behind the inquiry separates purchase- or lender-driven urgency from a claims-related loss, which needs a different conversation than a new quote. |
| Are you authorized to make insurance decisions for this business? | Confirming decision-making authority filters out leads who can't actually authorize a policy, saving your team from quoting someone who can't sign. |
| How soon do you need coverage to begin? | An 'Immediately' timing answer flags time-sensitive coverage needs, such as lender or closing deadlines, so they get worked ahead of casual researchers. |
| Do you have an estimated value for the property and its contents? | Whether the applicant already has an estimated property value tells you if you can move straight to a quote or need a valuation step first. |
How Cliont scores commercial property insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- I own the property
- I lease or rent the property
- I have not secured the property yet
- Starting a business or buying property
- Lender or lease requires it
- Renewing or switching current policy
Urgency signals
- Immediately
See the lead your team receives
Commercial Property 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 property insurance workflows
| Cliont capability | Commercial Property Insurance application |
|---|---|
| Weighted lead scoring | Authorization status (yes/no) and relationship to the property (own, lease, not yet secured) carry different weights, so an owner with buying authority scores well above a tenant or unauthorized researcher. |
| Conditional intake logic | Property type answers (office, retail, warehouse, restaurant, other) can steer follow-up questions toward the risk factors relevant to that building type. |
| Real-time lead routing | A coverage-start answer of 'Immediately' routes the lead to your CRM and notifications ahead of leads marked as just researching. |
| Document collection during intake | The estimated-value question determines whether to prompt for a valuation document or flag the lead as needing a valuation call before a quote can move forward. |
Common commercial property insurance lead scenarios
Lender requires proof of coverage
A buyer or borrower needs a policy in place fast because a lender or lease mandates it. The intake flags the lender-required driver alongside an 'Immediately' timing answer so it lands at the top of your queue.
New owner hasn't secured the building yet
The applicant selected 'I have not secured the property yet' on the ownership question, which scores lower than an existing owner or tenant. It still routes through, but your team knows the insurable interest isn't finalized.
Renewal shopper comparing carriers
The lead already has commercial property coverage and is renewing or switching, which the intake separates from first-time buyers so your team can ask for existing declarations instead of starting from scratch.
Inquiry tied to recent damage
Someone selects 'recent damage or loss occurred' as their driver rather than a purchase or lender requirement, which the intake treats differently since it may be a claims conversation rather than a new-business quote.
Researcher without buying authority
The lead answers 'no' on the authorization question, which carries a materially lower weight than an authorized decision-maker, so the intake still captures them without treating it as a bindable opportunity yet.
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
Commercial Property Insurance lead-intake FAQs
How does the intake treat leads who don't own the property they want covered?
The relationship-to-property question distinguishes owners, tenants, and applicants who haven't secured a property yet, each carrying a different weight so your team can see insurable interest at a glance before calling.
Can the intake tell me if this is a renewal instead of a new policy?
Yes. The coverage driver question captures whether someone is renewing or switching an existing policy versus starting fresh, and a separate yes/no question confirms whether they currently carry commercial property coverage.
How is a claims-related inquiry different from a new coverage request?
When the driver is recent damage or loss rather than a purchase or lender requirement, it scores differently, so you can recognize when a lead may need a claims conversation rather than a fresh underwriting quote.
Does the intake confirm the person can actually authorize coverage?
A dedicated yes/no question asks whether the respondent is authorized to make insurance decisions for the business, with a meaningfully lower score attached to a 'no' so you don't waste a call trying to bind coverage with someone who can't sign.
What happens if the applicant doesn't know the property's value yet?
The intake asks directly whether they have an estimated value for the property and contents, so you can see upfront whether you're heading into a straightforward quote or a valuation conversation first.
How does urgency get flagged for lender or lease deadlines?
The coverage-start-timing question includes an 'Immediately' option that's treated as urgent, which surfaces time-sensitive leads like lender-required closings ahead of leads still just researching.
Turn commercial property insurance visitors into qualified clients
Give every commercial property insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.