Qualify more life 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 life 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.
Business-Owned Life Insurance
Coverage that helps businesses insure key people, fund buyouts, or protect against financial loss from an owner's or employee's death.
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Key Person Life Insurance
Coverage that protects a business against financial loss if an owner or critical employee dies unexpectedly.
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Whole Life Insurance
Guidance for individuals seeking permanent life insurance coverage that builds cash value and lasts for the insured's entire lifetime.
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Universal Life Insurance
Guidance for individuals and businesses exploring flexible-premium universal life insurance policies for new coverage or existing policy adjustments.
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Final Expense Insurance
Small whole life insurance policies designed to cover funeral, burial, and end-of-life costs for the insured person.
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Term Life Insurance
This service helps individuals obtain a fixed-term life insurance policy that pays a benefit if the insured person dies during the coverage period.
Preview intake →Information you need before every life insurance project
- Main Purpose This Coverage
- Business Active And Operating
- Many People Would This
- Have Authority Make Insurance
- Business Already Have Any
- Soon Want This Coverage
- Business Entity Operate
- Seeking Life Insurance On
- Best Describes Business Structure
- Already Have Active Key
How life insurance lead scoring works
Value signals
- Key person protection
- Buy-sell or ownership transition funding
- Loan or debt collateral requirement
- Executive or employee benefit plan
- Not sure
- Business Active And Operating: yes
Urgency signals
- Business Active And Operating
- Immediately
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.
Life Insurance lead-intake FAQs
What does a life insurance intake collect?
Each life 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 life 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 life insurance opportunities without manually reviewing every raw submission first.
Can visitors try a life 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 life 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 life insurance traffic into signed work.