Turn EPL enquiries into policy-review-ready leads
The intake asks how many employees a business has, whether any claims are pending or threatened, and if EPL coverage is already active, then collects policy declarations before sending qualified risk profiles straight to your CRM.
The exact intake your employment practices liability leads complete
This is the real 7-question guided intake for Employment Practices Liability — the same flow your customers finish before you ever pick up the phone.
What a qualified employment practices liability lead should tell you
Coverage that responds to employee claims of discrimination, harassment, wrongful termination, or other workplace practice violations, with eligibility and pricing shaped by headcount, existing coverage status, and claims history.
- Own Or Manage Business
- Many Employees Business Have
- Already Have Active Employment
- Business Free Any Existing
- Person Authorized Purchase Insurance
- Have This Coverage In
- States Or Regions Business
The questions your team needs answered
Every employment practices liability intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or manage a business with employees? | This gates eligibility upfront, since a business without employees has no EPL exposure to underwrite. |
| How many employees does your business currently have? | Headcount tier directly scales the score, with 250-plus employees weighted highest because larger workforces carry greater EPL exposure. |
| Do you already have an active employment practices liability policy? | Distinguishing active, lapsed, never had, or unsure coverage tells the agent whether this is a renewal, a new placement, or a coverage-gap case needing extra review. |
| Is your business currently free of any existing or threatened employment-related claims? | A "no" answer scores much lower than "yes," surfacing an existing or threatened claim before the agent spends time preparing a quote for a risk that may be hard to place. |
| Are you the person authorized to purchase insurance for this business? | A "no" here means the respondent lacks purchasing authority, so the agent should confirm the real decision-maker before advancing the deal. |
| When are you hoping to have this coverage in place? | An "Immediately" answer is treated as an urgency signal that can push the lead to the front of the follow-up queue. |
| Which states or regions does your business operate or employ workers in? | States of operation determine which employment laws and jurisdiction-specific endorsements apply to the eventual policy. |
How Cliont scores employment practices liability leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Manage Business: yes
- 1 to 9
- 10 to 49
- 50 to 249
- 250 or more
- Business Free Any Existing: yes
Urgency signals
- Yes, currently active
- Immediately
See the lead your team receives
Employment Practices Liability 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 employment practices liability workflows
| Cliont capability | Employment Practices Liability application |
|---|---|
| Weighted lead scoring | Combines employee headcount tier and claims-free status into a single score, so a 250-plus employee business with no threatened claims outranks a smaller, claims-flagged one. |
| Branching logic | Routes leads differently based on whether they select active, lapsed, never had, or unsure for existing EPL coverage, so renewals and new placements don't follow the same path. |
| Authority verification | Flags respondents who indicate they are not the authorized insurance purchaser so the agent follows up with the actual decision-maker before quoting. |
| Free-text capture with CRM handoff | Sends the states or regions where the business employs workers straight to the CRM so agents know which state-specific EPL rules apply before drafting terms. |
| Timeline-based urgency tagging | Distinguishes "Immediately" and "Within 30 days" responses from "Just exploring options" so time-sensitive EPL requests surface ahead of early-stage inquiries. |
Common employment practices liability lead scenarios
First-time buyer, growing headcount
A business with 50 to 249 employees that has never carried EPL coverage and reports no existing or threatened claims scores well on both size and claims-free status, making it a strong new-business quote.
Active-policy renewal, immediate need
A policyholder who already has active EPL coverage and selects an immediate timeline is flagged as an urgent renewal, letting the agent prioritize the follow-up before the current term lapses.
Threatened claim disclosed upfront
When a business answers that it is not free of existing or threatened employment claims, that response carries a much lower weight than a clean answer, surfacing the underwriting complication before anyone drafts a quote.
HR contact, not the buyer
An HR manager filling out the form who is not authorized to purchase insurance scores lower on authority, signaling the agent should confirm the actual decision-maker before running numbers.
Lapsed coverage, re-entering market
A business that once had EPL insurance but let it lapse creates a coverage gap that warrants closer review of what happened, and whether claims history, during that gap needs to be verified 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
Employment Practices Liability lead-intake FAQs
Does the intake flag businesses with pending or threatened employment claims?
Yes, the intake directly asks whether the business is free of existing or threatened employment-related claims, and a "no" answer carries a much lower weight than a "yes," so agents see the complication before quoting.
How does the intake differentiate renewal shoppers from new-business leads?
It asks whether the business already has an active EPL policy, had one that lapsed, never had one, or is unsure, so agents can route renewals and fresh placements differently.
What happens if the person completing the form isn't authorized to buy insurance?
The intake checks whether the respondent is the authorized purchaser, and a "no" answer scores lower, telling the agent to loop in the actual decision-maker before advancing the quote.
Does headcount actually change how the lead scores?
Yes, employee count is captured in tiers from 1 to 9 up through 250 or more, and larger headcounts carry higher weight since they represent greater EPL exposure.
Can the intake capture where a business operates for multi-state compliance?
A free-text field records which states or regions the business employs workers in, which matters because employment law and EPL endorsements vary by state.
How is urgency signaled when someone needs coverage right away?
Selecting "Immediately" for desired coverage timing is treated as an urgency signal, so those leads can be flagged for faster follow-up once they reach your CRM.
Turn employment practices liability visitors into qualified clients
Give every employment practices liability visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.