Know which general liability leads are worth a policy review
Ask about business type, current coverage status, and any contract or lease that requires proof of coverage before you spend time quoting a risk you can't write. Cliont collects certificates of insurance and routes qualified policyholders straight to your CRM.
The exact intake your general liability insurance leads complete
This is the real 7-question guided intake for General Liability Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified general liability insurance lead should tell you
General liability insurance covers a business against third-party claims of bodily injury, property damage, or advertising injury. The intake needs to establish the business type, whether coverage already exists, and any contractual requirement to show proof of coverage before an agent quotes the risk.
- Own Or Operate Business
- Business Coverage
- Have Any General Liability
- Coverage Start
- Person Authorized Purchase Insurance
- Client, Landlord, Or Contract
- How Many Employees Business
The questions your team needs answered
Every general liability insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or operate a business? | Confirms the lead genuinely owns or operates a business before any quoting work begins. |
| What type of business do you need coverage for? | Business type determines the risk class and underwriting appetite, preventing an agent from spending time quoting a risk they can't write. |
| Do you currently have any general liability insurance in place? | Distinguishes active, lapsed, or nonexistent coverage, which drives whether the conversation is a renewal, a lapse fix, or a new-business quote. |
| When do you need the coverage to start? | The weight spread between 'Immediately' and 'Just exploring options' is what pushes time-sensitive leads to the top of the queue. |
| Are you the person authorized to purchase insurance for this business? | Flags leads where the form-filler can't actually sign for the policy, so a review gets scheduled with the right decision-maker. |
| Does a client, landlord, or contract require you to show proof of this coverage? | A contract or lease requirement for proof of coverage often explains a hard deadline that isn't otherwise visible in the coverage-start answer. |
| Roughly how many employees does the business have? | Employee count gives a quick read on the size of the exposure the agent will be pricing. |
How Cliont scores general liability insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Operate Business: yes
- Within a month
- In a few months
- Just exploring options
- Person Authorized Purchase Insurance: yes
Urgency signals
- Have an active policy
- Immediately
See the lead your team receives
General Liability 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 general liability insurance workflows
| Cliont capability | General Liability Insurance application |
|---|---|
| Conditional branching | Routes contractor, food-service, and professional-office leads differently since general liability risk and underwriting appetite vary by business type. |
| Weighted scoring engine | Ranks leads who need coverage 'Immediately' above those 'Just exploring options,' using the actual weight spread on the coverage-start question. |
| Decision-maker flag | Marks leads where the form-filler isn't authorized to purchase, so agents follow up with the right person before booking a policy review. |
| Coverage-status logic | Separates active-policy shoppers, lapsed-policy leads, and never-covered businesses into distinct follow-up paths instead of treating every lead the same. |
Common general liability insurance lead scenarios
Contract deadline forces urgent quote
A contractor needs coverage immediately because a new client contract requires proof of general liability before work starts, with no current policy in place.
Renewing shopper with active policy
A business already holds an active policy but is comparing options ahead of renewal, which the intake flags as an urgent conversation rather than a cold lead.
Lapsed policy scramble
A prior policy lapsed and the business now needs coverage restarted quickly, a different risk profile than someone who has never carried a policy.
Office manager gathering quotes
The person filling out the form isn't authorized to purchase the policy, so the intake flags it for follow-up with the actual decision-maker before a policy review is booked.
Solo founder just researching
A one-person business selects 'just exploring options' with no employees, which scores lower on urgency but still qualifies as a real business to track.
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
General Liability Insurance lead-intake FAQs
How does the intake decide which general liability leads are time-sensitive?
The coverage-start question weighs 'Immediately' and 'Within a month' higher than 'Just exploring options,' so leads that need coverage fast surface at the top of your queue.
What happens if the person filling out the form can't actually buy the policy?
The authorized-purchaser question is weighted lower for a 'no' answer, so those leads still come through but are flagged for follow-up with the real decision-maker before you book a policy review.
Can the intake tell if a business already has general liability in place?
Yes, the coverage-status question distinguishes an active policy, a lapsed one, no policy, or 'not sure,' which shapes whether the conversation is a renewal, a lapse fix, or a new-business quote.
Does the form capture whether a client or landlord requires proof of coverage?
Yes, there's a direct question on whether a contract or lease requires proof of coverage, which often explains why a lead needs to move quickly even if the coverage-start answer alone doesn't show it.
How does business type factor into qualifying the lead?
The intake asks whether the business is retail, a contractor, a professional office, food service, e-commerce, or other, so you can see the risk class before you spend time on a quote you can't write.
Is employee count used anywhere in scoring?
Employee count is captured as a single-choice field and gives you a quick read on the size of the exposure, though it isn't itself a weighted urgency signal in this catalog.
Turn general liability insurance visitors into qualified clients
Give every general liability insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.