Know which homeowners insurance leads are worth policy review time
The intake asks whether the property has a mortgage lender requirement, which coverage areas matter most, and whether there are prior claims — then routes fully scored homeowners leads to your CRM with declarations pages attached.
Preview your homeowners insurance intake
Explore 6 questions from the Homeowners Insurance template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified homeowners insurance lead should tell you
Coverage for a policyholder's primary residence — dwelling, belongings, and liability — sought when buying a home, switching carriers, letting a policy lapse, or reviewing an upcoming renewal.
- Own Home Want Insure
- Main Reason Seeking Homeowners
- Property Insure
- Have Outstanding Mortgage Or
- This Property Had Any
- Coverage Areas Most Interested
The questions your team needs answered
Every homeowners insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the home you want to insure? | Confirmed ownership carries a far higher weight than 'No,' since a policyholder must own or be closing on the home to bind homeowners coverage. |
| What is your main reason for seeking homeowners insurance right now? | The reason selected sets the urgency tier — a home purchase or lapsed policy typically needs faster action than someone just exploring options. |
| What type of property do you need to insure? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have an outstanding mortgage or lender requirement on this property? | A lender requirement usually means the policyholder needs proof of insurance by a specific closing or renewal date. |
| Has this property had any prior insurance claims in recent years? | Prior claims history directly affects underwriting risk and whether the property is one you can write. |
| Which coverage areas are you most interested in? | Selecting natural disaster or flood-related coverage is the intake's flagged urgency signal, indicating a peril-specific conversation is needed. |
How Cliont scores homeowners insurance leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Own Home Want Insure: yes
- Just bought or about to buy a home
- Switching from another insurer
- Reviewing my current renewal
- My coverage lapsed or was canceled
- Just exploring options
Urgency signals
- Natural disaster or flood-related risks
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Homeowners 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 homeowners insurance workflows
| Cliont capability | Homeowners Insurance application |
|---|---|
| Signal-based scoring | Weighs the ownership answer and the 'main reason' selection heavily, so a confirmed owner switching or buying scores well above a casual browser who doesn't yet own the home. |
| Coverage-area tagging | The multi-choice coverage question feeds directly into CRM tags, letting you filter for flood-interested leads separately from standard dwelling/liability requests. |
| Automated routing | Leads flagging natural disaster or flood-related risk can be routed to whichever agent or workflow handles peril-specific underwriting. |
| Document collection | Requests declarations pages and mortgage details upfront so switching or renewal leads arrive in the CRM with the paperwork needed to requote. |
Example homeowners insurance lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
New homebuyer closing soon
Selects 'Just bought or about to buy a home' and confirms a mortgage lender requirement — this reason carries the highest weight and typically needs a binder before closing.
Renewal or carrier switch
Flags 'Reviewing my current renewal' or 'Switching from another insurer,' prompting the intake to surface prior claims history so you can compare risk before requoting.
Coverage lapsed unexpectedly
Reports a canceled or lapsed policy, which signals an active coverage gap that needs faster follow-up than a routine renewal enquiry.
Flood-prone property enquiry
Selects 'Natural disaster or flood-related risks' under coverage areas — the intake's only flagged urgency signal — so you know to address peril-specific risk early.
Browsing before ownership
Answers 'No' on current home ownership and 'Just exploring options' for reason, producing a lower-weighted lead still worth capturing but not urgent to work first.
Connect Cliont to your workflow
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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 home and property insurance intake templates
Homeowners Insurance lead-intake FAQs
How does the intake handle someone who doesn't own the property yet?
The ownership question carries a much higher weight for a 'Yes' answer than a 'No,' so prospects who haven't closed on the home yet are still captured but scored lower until ownership is confirmed.
Can the intake tell if a lead needs flood coverage specifically?
Yes — selecting 'Natural disaster or flood-related risks' under coverage areas is the intake's flagged urgency signal, and you can route those leads toward a standalone Flood Insurance conversation if that's a separate product for your agency.
Does the intake ask about prior claims before I quote?
Yes, a direct yes/no question captures whether the property has had recent claims, which is critical context to have before you commit to writing a risk.
How does the intake distinguish a brand-new buyer from a renewal shopper?
The 'main reason' question separates buyers, switchers, renewal reviewers, and lapsed-coverage cases into distinct options, each carrying a different weight in the score.
What property types does this intake qualify?
It covers single-family houses, townhouses, condominiums, mobile or manufactured homes, and an open 'other' option — condo-specific leads can be routed to your Condo Insurance workflow if you handle that separately.
Does it check whether a lender requires proof of insurance?
Yes, a dedicated question captures whether there's an outstanding mortgage or lender requirement, which often dictates how quickly you need to issue a binder.
Turn homeowners insurance visitors into qualified clients
Give every homeowners insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.