Qualify more health insurance leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every health insurance project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Medicare Advantage
Guidance for individuals evaluating or enrolling in a Medicare Advantage plan as an alternative to Original Medicare coverage.
Preview intake →
Dental Insurance
Coverage that helps pay for dental care such as cleanings, fillings, and other treatments for individuals or families.
Preview intake →
Vision Insurance
Coverage that helps pay for eye exams, glasses, contact lenses, and related vision care for individuals or families.
Preview intake →
Short-Term Health Insurance
Temporary health coverage for individuals needing insurance during gaps between other health plans or life transitions.
Preview intake →
Small Business Group Health
Guidance for small business owners seeking group health insurance coverage options for their employees and eligible dependents.
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Medicare Supplement
Guidance for individuals seeking a supplemental insurance policy to cover costs not paid by Original Medicare Parts A and B.
Preview intake →
Family Health Insurance
Coverage that provides medical insurance for multiple family members under a single health insurance plan.
Preview intake →
Individual Health Insurance
Coverage for individuals or families seeking a personal health insurance plan outside of employer-sponsored group insurance.
Preview intake →Information you need before every health insurance project
- Enrolled In Medicare Part
- Current Coverage Situation
- Into Medicare Advantage Plans
- Have Specific Doctors, Hospitals,
- Person Who Will Make
- Timing Making Plan Decision
- In What State Reside
- Dental Coverage
- Uninsured Dental Care
- Main Reason Seeking Dental
How health insurance lead scoring works
Value signals
- Enrolled In Medicare Part: yes
- Person Who Will Make: yes
- Uninsured Dental Care: yes
- Routine checkups and cleanings
- An upcoming dental procedure
- Replacing lost or expiring coverage
Urgency signals
- Immediately
- Without Any Active Health
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Health Insurance lead-intake FAQs
What does a health insurance intake collect?
Each health insurance template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are health insurance leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger health insurance opportunities without manually reviewing every raw submission first.
Can visitors try a health insurance intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified health insurance leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every insurance intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your health insurance traffic into signed work.