Know which D&O insurance leads are worth policy review time
Ask whether a prospect has a board of directors, what corporate structure they operate under, and whether the person filling out the form actually holds purchasing authority — then collect policy declarations and bylaws before a policy review lands on your calendar.
The exact intake your directors and officers insurance leads complete
This is the real 6-question guided intake for Directors and Officers Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified directors and officers insurance lead should tell you
Coverage that protects a company's directors and corporate officers from personal liability for decisions made while governing the business, with underwriting driven by board structure, entity type, and any pending leadership disputes.
- Seeking New Coverage Or
- Business Have Board Directors
- General Structure Business
- Facing Or Aware Any
- How Many Employees Business
- Authorized Make Insurance Purchasing
The questions your team needs answered
Every directors and officers insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking new coverage or renewing an existing directors and officers policy? | Renewals let an agent skip full re-underwriting and pull existing carrier data, while new coverage requires a fuller risk assessment. |
| Does your business currently have a board of directors or corporate officers? | Whether the business has a board or corporate officers directly determines if D&O coverage is even relevant to their exposure. |
| What is the general structure of your business? | Entity type shapes which D&O endorsements apply and whether public company disclosure exposure needs to be underwritten differently. |
| Are you currently facing or aware of any pending claims or disputes involving your leadership? | A disclosed pending claim or dispute needs prompt underwriting attention and may affect prior-acts coverage negotiations. |
| Approximately how many employees does your business have? | Employee count gives a rough sense of organizational complexity and potential exposure size alongside the entity type. |
| Are you authorized to make insurance purchasing decisions for this business? | Confirming purchasing authority avoids spending a policy review on a contact who ultimately has to defer the decision to someone else. |
How Cliont scores directors and officers insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Business Have Board Directors: yes
- Facing Or Aware Any: yes
- Authorized Make Insurance Purchasing: yes
See the lead your team receives
Directors and Officers 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 directors and officers insurance workflows
| Cliont capability | Directors And Officers Insurance application |
|---|---|
| Conditional branching | Skips renewal-focused underwriting questions when a lead selects new coverage instead of renewal, keeping the intake relevant to their actual situation. |
| Lead scoring | Weights disclosures of pending leadership claims and confirmed purchasing authority more heavily, so agents see which D&O inquiries need immediate attention. |
| Video intake widget | Lets a policyholder describe governance structure or context around a pending dispute in their own words rather than typing it into a short text field. |
| CRM routing | Sends qualified D&O leads into your CRM tagged with entity type and board status so they land with the right underwriting track. |
Common directors and officers insurance lead scenarios
Renewal with a pending leadership dispute
An existing policyholder renews coverage but discloses a pending claim against a director, which the intake flags for closer underwriting review rather than treating it as a routine renewal.
New coverage for a nonprofit board
A first-time buyer selects nonprofit organization and confirms an active board with a small staff, giving the agent a different risk profile than a private corporation inquiry.
Inquiry without purchasing authority
An office manager submits the form on behalf of leadership but isn't authorized to buy the policy, so the lead is scored lower until an authorized contact is confirmed.
Large public company renewal
A publicly traded company with 201+ employees renews coverage with no pending disputes, arriving as a straightforward, high-value renewal rather than a fresh underwriting exercise.
LLC without a formal board
An LLC or partnership without a board of directors or officers submits an inquiry, which the intake scores lower since D&O coverage typically applies to corporate governance structures.
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
Directors and Officers Insurance lead-intake FAQs
How does the intake treat renewals differently from new D&O coverage?
The first question separates new coverage from renewal, so agents can see immediately whether they're working from an existing carrier relationship or starting underwriting from scratch.
What happens if a lead discloses a pending claim against a director?
That answer carries meaningful weight in scoring, so leads with pending claims or disputes involving leadership are surfaced for closer review rather than routed as routine renewals.
Does the intake disqualify businesses without a board of directors?
No. It scores those leads lower since D&O coverage is typically less relevant without a formal board or officer structure, but the professional still sees and can act on the lead.
Can I tell if the person filling out the form can actually buy the policy?
Yes. The intake asks directly whether the respondent is authorized to make insurance purchasing decisions, so you don't spend policy review time on someone who has to go back to a decision-maker.
What business structures does the intake account for?
It captures whether the business is a private corporation, nonprofit, LLC or partnership, publicly traded company, or other structure, since that shapes the underwriting path.
Does employee count affect how a D&O lead is scored?
Employee count isn't a standalone scoring signal on its own, but it gives context on organizational size and complexity alongside the board structure and entity type answers.
Turn directors and officers insurance visitors into qualified clients
Give every directors and officers insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.