Know which renters insurance leads are worth policy review time
The intake confirms leaseholder status, current insurance situation, and desired coverage start date, then asks for a copy of the lease agreement before the request reaches your CRM.
The exact intake your renters insurance leads complete
This is the real 6-question guided intake for Renters Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified renters insurance lead should tell you
Coverage for a tenant's personal belongings, liability exposure, and additional living expenses within a rented residence, purchased by the person named on or authorized under the lease.
- Renter Or Leaseholder Authorized
- Best Describes Current Insurance
- Renters Insurance Coverage Start
- Coverage Areas Interested In
- Landlord Or Lease Proof
- Residence Insuring
The questions your team needs answered
Every renters insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you the renter or leaseholder authorized to arrange insurance for this residence? | Only someone authorized under the lease can actually bind a policy, so a 'no' here should deprioritize the lead until authorization is confirmed. |
| What best describes your current insurance situation? | Distinguishing a lead with no current policy from a renewal or a switch lets agents prioritize the highest-value new-business enquiries first. |
| When do you need the renters insurance coverage to start? | An 'Immediately' answer flags a lead facing a real move-in deadline, which needs a faster response than someone still planning a future move. |
| Which coverage areas are you interested in for this policy? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does your landlord or lease require proof of renters insurance? | A landlord-mandated proof requirement often sets a hard deadline, making this a strong signal of how urgently the agent needs to follow up. |
| Which type of residence are you insuring? | Residence type, especially shared or roommate housing, tells the agent whether the underwriting conversation needs to cover multiple named insureds. |
How Cliont scores renters insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Renter Or Leaseholder Authorized: yes
- No renters policy currently
- Renewing an existing policy
- Switching from another provider
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Renters 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 renters insurance workflows
| Cliont capability | Renters Insurance application |
|---|---|
| Weighted lead scoring | Leaseholder authorization and current insurance situation are weighted so a new, authorized renter with no existing policy scores well above an unsure or unauthorized submission. |
| Document upload | Collects a copy of the lease agreement (and the landlord's insurance requirement letter, when applicable) before the lead reaches the agent's CRM. |
| Structured CRM handoff | Residence type, coverage areas, and start-date answers arrive as structured fields in the CRM record instead of freeform notes, so agents can prep a policy review without re-asking basics. |
| Urgency flagging | Leads who select 'Immediately' for coverage start, especially where a landlord requires proof, are flagged separately from leads still planning a future move. |
Common renters insurance lead scenarios
Move-in deadline this week
A renter selects 'Immediately' for coverage start and confirms the landlord requires proof of insurance, so the intake flags the lead for same-day follow-up rather than a routine policy review.
Switching from another carrier
A tenant marks 'Switching from another provider' and selects both liability and belongings coverage, giving the agent a shopping-around lead worth comparing against their current policy.
Annual policy renewal
A current policyholder selects 'Renewing an existing policy' with no urgency, which the intake scores lower than a brand-new policy request but still routes to the CRM for renewal outreach.
Roommate or shared lease
A lead selects 'Shared or roommate housing' as the residence type, so the intake's leaseholder-authorization question matters more here to confirm who can legally bind the policy.
Future move, not urgent yet
A prospect selects 'Planning a future move' for start timing, signaling the lead isn't ready for a policy review yet and should be nurtured instead of scheduled immediately.
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
Renters Insurance lead-intake FAQs
How does the intake handle a lead who isn't authorized to arrange the policy?
The intake asks whether the person filling it out is the renter or leaseholder authorized to arrange insurance; a 'no' answer carries a much lower weight than a 'yes', so unauthorized submissions score lower and don't get treated like a ready-to-write lead.
Can the intake tell a brand-new policy request apart from a renewal?
Yes. The 'current insurance situation' question separates leads with no existing policy, renewals, and switches from another provider, and each option is weighted differently so new-policy leads surface as higher priority.
What happens if a lead doesn't need coverage to start right away?
Leads planning a future move or unsure of timing are still captured, but only 'Immediately' is treated as an urgency signal, so agents can tell at a glance which enquiries need a policy review this week versus a later nurture touch.
Does the intake distinguish apartments from shared or roommate housing?
Yes, the residence-type question covers apartment, house, condo, shared or roommate housing, and other, which helps the agent anticipate whether multiple named insureds or extra clarification is needed before quoting.
Will the intake tell me if the landlord requires proof of insurance?
The intake includes a direct yes/no question on whether the landlord or lease requires proof of coverage, which is useful for spotting deadline-driven leads that need a faster response.
What coverage details does the intake collect before the lead reaches me?
It asks which coverage areas the lead wants covered, personal belongings, liability protection, and additional living expenses if displaced, so the agent knows what to prepare for before the policy review.
Turn renters insurance visitors into qualified clients
Give every renters insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.