Turn product liability enquiries into policy review-ready leads
Confirm whether a business manufactures, distributes, or sells a physical product, capture their role, market reach, and any prior claims, then send decision-maker-verified leads with proof of current coverage straight to your CRM.
The exact intake your product liability insurance leads complete
This is the real 7-question guided intake for Product Liability Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified product liability insurance lead should tell you
Coverage for businesses that manufacture, distribute, sell, or import a physical product, protecting against claims that the product caused injury or property damage — qualification hinges on the business's role in the supply chain and any prior claims history.
- Business Manufacture, Distribute, Or
- Best Describes Role With
- Have Any Business Insurance
- Ever Faced Claim Or
- Owner Or Authorized Decision-Maker
- Soon Get This Coverage
- Markets Product Reach
The questions your team needs answered
Every product liability insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Does your business manufacture, distribute, or sell a physical product? | This is the eligibility gate — if the business doesn't manufacture, distribute, or sell a physical product, product liability coverage likely isn't the right fit at all. |
| Which best describes your role with the product? | The role in the supply chain changes what exposure you're underwriting, since a manufacturer typically carries more risk than a pure retailer or importer. |
| Do you currently have any business insurance in place? | Knowing whether coverage is new, lapsed, or currently in place tells you whether you're quoting a fresh policy or filling a gap that may already have exposure. |
| Have you ever faced a claim or lawsuit related to a product you made or sold? | A prior claim or lawsuit is one of the strongest underwriting risk signals and is weighted accordingly, since it directly affects insurability and premium. |
| Are you the owner or authorized decision-maker for this business's insurance purchases? | Confirming purchasing authority is heavily weighted because a lead from someone who can't approve coverage needs a different follow-up path before you spend time quoting. |
| How soon are you looking to get this coverage in place? | An 'Immediately' answer flags a time-sensitive lead that should be prioritized ahead of ones still exploring options. |
| Which markets does your product reach? | Broader distribution across national, international, or e-commerce channels signals wider exposure that can inform the limits and scope you discuss during the policy review. |
How Cliont scores product liability insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Business Manufacture, Distribute, Or: yes
- Ever Faced Claim Or: yes
- Owner Or Authorized Decision-Maker: yes
Urgency signals
- Immediately
See the lead your team receives
Product 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 product liability insurance workflows
| Cliont capability | Product Liability Insurance application |
|---|---|
| Conditional branching | The role question (manufacturer, distributor, retailer, importer) can route to different follow-up context so a retailer isn't asked the same exposure questions as a manufacturer. |
| Weighted lead scoring | Prior claims history and decision-maker status carry the heaviest weights, so leads with a lawsuit history or confirmed purchasing authority surface above lower-weighted browsing inquiries. |
| Multi-select capture | The market reach question lets a lead flag local, national, international, and e-commerce exposure together, giving you a fuller distribution picture before the first call. |
| CRM routing with score bands | Leads that manufacture or sell a physical product, have a claims history, and confirm decision-making authority land in your CRM as high priority instead of mixed in with general exploratory inquiries. |
Common product liability insurance lead scenarios
Manufacturer facing an active claim
A manufacturer reports a prior product-related lawsuit and needs coverage immediately, which pushes the lead's score up sharply given the weight on claims history and urgency.
E-commerce retailer expanding markets
A retailer selling online and internationally is currently insured but shopping for broader limits, so market reach flags added exposure even without a claims history.
Distributor lead without purchasing authority
Someone filling out the intake identifies as a distributor but answers no to being the owner or authorized buyer, signaling the quote will need a follow-up call to reach the actual decision-maker.
Business just exploring options
A product-based business confirms it sells a physical product but selects a long timeline and no prior claims, indicating a nurture lead rather than one ready for an immediate policy review.
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
Product Liability Insurance lead-intake FAQs
How does the intake separate manufacturers from retailers or distributors?
The role question captures whether the business manufactures, distributes, imports, or retails the product, since underwriting exposure and required endorsements differ significantly by role in the supply chain.
What happens if a prior product-related claim or lawsuit comes up?
A yes answer to the claims history question is weighted heavily and pushes the lead toward high priority, since prior claims materially affect underwriting decisions and premium.
Can the intake tell if the person filling it out can actually approve coverage?
Yes — the decision-maker question is one of the highest-weighted fields, so leads from someone who isn't the owner or authorized buyer are still captured but flagged for a follow-up before you invest time quoting.
Does the intake account for how widely a product is sold?
The market reach question captures local, national, international, or e-commerce distribution, which helps you gauge exposure scope even though it isn't the sole driver of the score.
How does timeline affect which leads get flagged as urgent?
Selecting 'Immediately' on the timeline question is treated as an urgency signal, so those leads surface ahead of ones marked as still exploring options.
What if the business has never had insurance or let it lapse?
The current coverage question distinguishes between currently insured, never insured, and lapsed coverage, which helps you tell a fresh purchase apart from a renewal or a coverage-gap conversation.
Turn product liability insurance visitors into qualified clients
Give every product liability insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.