Know which small business leads are worth a policy review
Ask about employee headcount, current coverage status, and desired start date up front, then collect census details so you're quoting real groups instead of chasing incomplete inquiries.
The exact intake your small business group health leads complete
This is the real 7-question guided intake for Small Business Group Health — the same flow your customers finish before you ever pick up the phone.
What a qualified small business group health lead should tell you
Small business owners exploring group health coverage for employees, whether adding a plan for the first time, replacing a current carrier, or comparing renewal options.
- Many Employees Business Have
- Business Offer Any Group
- Person Authorized Make Insurance
- Would Like New Or
- Main Goal In Exploring
- Business Legally Registered And
- State Business Primarily Located
The questions your team needs answered
Every small business group health intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many employees does your business currently have? | Employee count sets the group size tier, which drives underwriting rules and which plans a broker can even offer. |
| Does your business currently offer any group health coverage to employees? | Knowing whether coverage is currently active, never offered, or lapsed tells you if this is a renewal, a new-business sale, or a win-back conversation. |
| Are you the person authorized to make insurance decisions for this business? | A confirmed decision-maker means the conversation can move straight to quoting instead of being routed back through someone else's approval. |
| When would you like the new or updated coverage to start? | The desired start date tells you how much lead time you have to gather census data and get quotes back before a decision deadline. |
| What is your main goal in exploring group health coverage? | The stated goal separates active buyers switching or cutting costs from businesses still just comparing options. |
| Is your business legally registered and operating in the United States? | Confirming the business is legally registered in the US screens out leads you're not licensed or able to write coverage for. |
| What state is your business primarily located in? | The business's state determines which carriers and plans are even available, since group health rules vary by state. |
How Cliont scores small business group health leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-4 employees
- 5-19 employees
- 20-49 employees
- 50 or more employees
- Person Authorized Make Insurance: yes
- Offer coverage for the first time
Disqualifiers
- Not sure yet
See the lead your team receives
Small Business Group Health 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 small business group health workflows
| Cliont capability | Small Business Group Health application |
|---|---|
| Weighted scoring engine | Employee count bands (1-4, 5-19, 20-49, 50+) carry different weights so a mid-size group and a two-person shop don't get treated as equal-value leads. |
| Decision-maker gating | The yes/no authority question separates leads submitted by the actual decision-maker from those submitted by an HR contact still gathering information. |
| Intent segmentation | The multi-choice goal question routes 'offer coverage for the first time' and 'just researching' leads differently instead of treating every inquiry as sales-ready. |
| Eligibility check | The business registration and state questions confirm the business can legally be written before it reaches a producer's CRM. |
Common small business group health lead scenarios
First-time group coverage, small headcount
A 1-4 employee business has never offered coverage and wants to start; the intake flags this as a genuine new-business opportunity even though the group is small.
Mid-size group switching carriers
A 20-49 employee business currently offers coverage but wants to lower costs or switch plans, landing in the highest-value tier the catalog scores.
Larger group, prior coverage lapsed
A 50+ employee business offered coverage before but not now; the intake distinguishes this from a first-time buyer since renewal history and prior carrier details matter.
HR staffer, not the decision-maker
Someone filling out the form isn't authorized to sign off on insurance decisions, so the lead scores lower on authority even if the employee count is attractive.
Just researching, no set timeline
The business selects 'just researching' as its goal and 'not sure yet' for start date, signaling a lead that needs nurturing rather than an immediate quote.
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 health insurance intake templates
Small Business Group Health lead-intake FAQs
How does the intake handle businesses of very different sizes?
The employee count question splits leads into bands from 1-4 up to 50+, so a two-person shop and a 40-person company are never scored or routed the same way.
Can the form tell if the person filling it out can actually approve coverage?
Yes, the intake asks directly whether the respondent is authorized to make insurance decisions for the business, which weights heavily into how the lead is prioritized.
What if a business already has a group plan?
The intake distinguishes between currently offering coverage, never having offered it, and having offered it before, so you can tell renewal conversations apart from first-time sales.
Does the intake check whether the business is even eligible to write coverage for?
It confirms the business is legally registered and operating in the United States and captures the state it's based in, so you're not quoting a risk you can't write.
How does the intake capture what the business actually wants?
A multi-select goal question lets respondents indicate whether they're offering coverage for the first time, switching providers, cutting costs, comparing options, or just researching.
Is this intake different from the individual or family health insurance forms?
Yes, unlike individual or family health insurance intakes, this form is built around employee headcount, group coverage history, and business registration rather than personal medical details.
Turn small business group health visitors into qualified clients
Give every small business group health visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.