Qualify more home and property 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 home and property 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.
Condo Insurance
Coverage for condominium owners protecting personal property, interior structures, and liability not covered by the building's master policy.
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Landlord Insurance
Coverage for property owners who rent out residential or commercial units, protecting the structure and rental-related liability exposures.
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Homeowners Insurance
This service helps homeowners find or review property insurance coverage that protects their home, belongings, and liability against loss.
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Umbrella Insurance
This service helps individuals, families, and businesses obtain extra liability coverage beyond the limits of their existing home, auto, or property policies.
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Flood Insurance
Coverage that helps property owners and renters cover damage caused by flooding, separate from standard home or property insurance policies.
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Renters Insurance
Coverage for tenants that protects personal belongings, liability, and living expenses within a rented home or apartment.
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Vacant Property Insurance
Coverage for property that is unoccupied for an extended period, addressing risks such as vandalism, fire, and water damage.
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Earthquake Insurance
Coverage that helps pay for property damage and losses caused by earthquake events, separate from standard home or property insurance policies.
Preview intake →Information you need before every home and property insurance project
- Own Condo Unit Want
- Main Reason Condo Insurance
- Know What Building'S Master
- Would Describe Current Condition
- New Coverage Start
- Had Any Insurance Claims
- Rent Out Unit Tenants
- Own Rental Property Want
- Rental Property It
- Property Occupied By Tenant
How home and property insurance lead scoring works
Value signals
- Own Condo Unit Want: yes
- Normal, no known issues
- Recently renovated or upgraded
- Not sure
- Own Rental Property Want: yes
- No coverage at all
Urgency signals
- Immediately
- Natural disaster or flood-related risks
- Have Active Home Or
- Without Flood Insurance Policy
- Yes, active policy
- All utilities active
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.
Home and Property Insurance lead-intake FAQs
What does a home and property insurance intake collect?
Each home and property 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 home and property 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 home and property insurance opportunities without manually reviewing every raw submission first.
Can visitors try a home and property 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 home and property 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 home and property insurance traffic into signed work.