Turn professional liability enquiries into policy-review-ready leads
Cliont asks each policyholder about their current coverage status, industry, and target start date, then collects policy documents or contract requirements before the lead reaches your CRM.
Preview your professional liability insurance intake
Explore 7 questions from the Professional Liability Insurance template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified professional liability insurance lead should tell you
Coverage that responds to claims of negligence, errors, or omissions arising from professional services a business or individual has provided to a client.
- Own Or Operate Business
- Best Describes Profession Or
- Have Any Professional Liability
- Seeking Coverage Because Specific
- Ever Had Professional Liability
- This Coverage Be In
- Authorized Make Insurance Purchasing
The questions your team needs answered
Every professional liability insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or operate a business or provide professional services? | Confirms the lead actually owns or operates a business or provides professional services, the baseline requirement for professional liability coverage. |
| Which best describes your profession or industry? | Segments the lead by profession so quotes route toward underwriting expertise matched to that industry's specific errors-and-omissions exposure. |
| Do you currently have any professional liability coverage in place? | Distinguishes never-covered, lapsed, and switching prospects so your team knows whether this is a new policy, a reinstatement, or a competitive replacement. |
| Are you seeking coverage because of a specific client contract or requirement? | Flags leads driven by a client contract deadline, which often signals a binding timeline your team can't afford to miss. |
| Have you ever had a professional liability claim filed against you or your business? | Surfaces prior claims history early so underwriting risk is visible in your CRM before anyone drafts a quote. |
| When do you need this coverage to be in place? | Separates immediate-need leads from window-shoppers so your team calls the urgent ones first. |
| Are you authorized to make insurance purchasing decisions on behalf of this business? | Confirms the respondent can actually authorize the purchase, so your team doesn't spend time quoting someone without buying authority. |
How Cliont scores professional liability insurance leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Own Or Operate Business: yes
- No, I have none
- I had coverage but it lapsed
- Yes, but I want to review or switch
- Not sure
- Within a month
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Professional 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 professional liability insurance workflows
| Cliont capability | Professional Liability Insurance application |
|---|---|
| Answer-weighted scoring | Weights 'No, I have none' and 'lapsed' coverage answers higher than 'not sure', so uncovered or expired-coverage businesses rise to the top of your CRM. |
| Decision-maker verification | Flags leads who answer 'No' to being authorized to make purchasing decisions, so your team knows to loop in the actual buyer before quoting. |
| Industry segmentation | Tags each lead by profession from the industry question so quotes route toward whoever on your team understands that specific errors-and-omissions exposure. |
| Claims history capture | Records whether a prior professional liability claim was filed before the lead reaches your CRM, putting underwriting risk in front of your team upfront. |
Example professional liability insurance lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Lapsed coverage, contract deadline
A policyholder whose professional liability coverage lapsed now needs it back in place immediately because a client contract requires proof of it. The intake flags both the coverage gap and the tight timeline.
Never covered, just exploring
A business owner with no current coverage is only browsing options with no set start date. The intake still records the coverage gap as high-value but marks the timeline as low urgency.
Switching after a past claim
A policyholder who wants to review or switch their existing coverage also discloses a prior claim was filed against their business. This combination gets flagged for closer underwriting review before a quote goes out.
Not the purchasing decision-maker
Someone fills out the intake but isn't authorized to buy the policy on the business's behalf. The lead scores lower and routes for a decision-maker follow-up before your team quotes anything.
No business currently operating
A respondent indicates they don't currently own or operate a business or provide professional services. The intake catches this early rather than letting it reach your CRM as a live quote request.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Professional Liability Insurance lead-intake FAQs
How does the intake tell the difference between someone who's never had coverage and someone whose policy lapsed?
The coverage-status question separates 'No, I have none' from 'I had coverage but it lapsed' and from 'want to review or switch', so your team knows immediately whether this is a new policy, a reinstatement, or a switch conversation.
Can the intake tell us if the lead needs coverage because a client is requiring it?
Yes, the intake asks directly whether the request is driven by a specific client contract or requirement, which often signals a hard deadline your team should prioritize.
What happens if the person filling out the form isn't the one who can approve the purchase?
The intake asks whether the respondent is authorized to make insurance purchasing decisions for the business. A 'No' answer lowers the lead's score and flags it so you can loop in the actual decision-maker before quoting.
Does the intake ask about prior professional liability claims before we quote?
Yes, it asks whether the business has ever had a professional liability claim filed against it, so that risk is visible in your CRM before anyone drafts a quote.
How does the intake prioritize leads who need coverage right away versus those just researching?
The timing question separates 'Immediately' and 'Within a month' from 'Just exploring options', so urgent requests surface ahead of research-stage enquiries in your CRM.
Can I see what industry or profession a lead works in before I call them back?
Yes, the profession question categorizes leads into groups like consulting, healthcare, design/engineering/construction, finance, technology, and creative services, so you can match them to the right underwriting expertise.
Turn professional liability insurance visitors into qualified clients
Give every professional liability insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.