Know which condo insurance leads deserve a policy review
Every condo enquiry captures ownership status, current unit condition, and desired coverage start date, then requests proof of ownership and the master policy declarations page before the lead reaches your CRM.
The exact intake your condo insurance leads complete
This is the real 7-question guided intake for Condo Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified condo insurance lead should tell you
A policy that fills the gap between what a condo association's master policy covers and what the individual unit owner is personally responsible for, covering interior finishes, personal property, and unit-level liability.
- 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
The questions your team needs answered
Every condo insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the condo unit you want to insure? | Confirms the lead actually owns the unit, the baseline requirement for writing a condo policy rather than a renters or landlord policy. |
| What is the main reason you need condo insurance right now? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you know what the building's master policy covers? | Flags leads who don't know what the master policy covers so agents can request the declarations page before quoting gaps correctly. |
| How would you describe the current condition of the unit? | Weights normal and renovated units highest and unrepaired damage lowest, surfacing risk quality before a policy review is booked. |
| When do you need the new coverage to start? | Identifies leads needing coverage immediately so they can be prioritized ahead of leads only planning ahead with no fixed date. |
| Have you had any insurance claims on this unit in the past few years? | Surfaces prior claims early so agents can factor loss history into pricing before the policy review. |
| Do you rent out the unit to tenants? | Flags owner-occupied versus rented units, since a rented condo may need landlord coverage instead of a standard condo policy. |
How Cliont scores condo insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Condo Unit Want: yes
- Normal, no known issues
- Recently renovated or upgraded
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Condo 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 condo insurance workflows
| Cliont capability | Condo Insurance application |
|---|---|
| Conditional branching | Leads who answer that they don't know what the master policy covers are routed to a follow-up step requesting the declarations page instead of moving straight to scoring. |
| Weighted scoring | Unit condition answers carry different weights, from normal and renovated at the top to unrepaired damage at the bottom, so risk quality is visible before you open the lead. |
| Urgency flagging | A coverage start date of 'immediately' is flagged separately from 'planning ahead,' so time-sensitive condo requests surface ahead of speculative ones. |
| Document capture | Proof of ownership and the master policy declarations page are collected during intake and attached to the lead record, not requested after the fact. |
| CRM routing | Qualified condo leads arrive in your CRM tagged with their stated reason for coverage, purchase, HOA requirement, renewal, or coverage gap, so follow-up is prioritized correctly. |
Common condo insurance lead scenarios
New owner needs coverage fast
A recent buyer confirms ownership, needs coverage to start immediately, and reports the unit as normal or recently renovated, so the intake routes it as urgent and high value.
HOA-mandated proof of coverage
A lender or HOA requires proof of insurance, but the applicant only has a general idea of what the master policy covers, so the intake flags it for a master policy document request before quoting.
Renewal with a prior claim
An existing owner is renewing coverage but discloses a past claim, letting the intake surface loss history alongside unit condition before the policy review is booked.
Unrepaired damage on the unit
The applicant reports prior unrepaired damage, the lowest-weighted condition option, so the intake still captures the lead but flags it for manual underwriting review rather than an automatic quote.
Rented unit, master policy gap
The owner rents the unit to tenants and is filling a gap not covered by the master policy, which the intake captures separately so the agent knows a rented condo may need different coverage.
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 home and property insurance intake templates
Condo Insurance lead-intake FAQs
What happens when a lead doesn't know what the master policy covers?
The intake still accepts the lead but the answer is captured so agents can follow up with a request for the master policy declarations page before quoting, rather than assuming coverage details.
Does renting the unit to tenants change how the lead is handled?
Yes, the intake captures whether the owner rents to tenants so agents can spot leads that may actually need landlord insurance instead of a standard condo policy before booking a review.
How does the intake treat leads with unrepaired damage?
Unrepaired damage carries the lowest condition weight in the scoring model, so those leads still reach your CRM but are marked for manual underwriting review rather than treated as a straightforward quote.
Can I tell which leads need coverage right away?
Yes, applicants who select an immediate start date are flagged as urgent, letting you prioritize a policy review over leads that are only planning ahead.
What if the applicant hasn't closed on the unit yet?
Ownership status is captured directly, and a 'no' answer is scored lower than confirmed ownership but is not treated as disqualifying, so you can still nurture pending purchases.
What documents come through before a condo lead lands in my CRM?
The intake collects proof of ownership and a copy of the building's master policy declarations page so you have supporting documentation attached when the lead arrives.
Turn condo insurance visitors into qualified clients
Give every condo insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.