Business-owned life insurance intake that asks what your team needs to
Ask about coverage purpose, entity type, and decision-making authority up front, then collect formation documents so every business-owned life insurance enquiry arrives ready for a policy review, not a guess.
The exact intake your business-owned life insurance leads complete
This is the real 7-question guided intake for Business-Owned Life Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified business-owned life insurance lead should tell you
Life insurance owned and paid for by a business entity, used to protect against the financial loss of a key employee, fund a buy-sell agreement, secure a loan, or fund an executive benefit plan.
- 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
The questions your team needs answered
Every business-owned life insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main purpose for this coverage? | The stated purpose (key person, buy-sell, collateral, or benefit plan) is the single strongest driver of case size and underwriting complexity. |
| Is the business currently active and operating? | A non-operating business generally cannot be insured for business-owned coverage, so this answer is the clearest gate against quoting a risk you can't write. |
| How many people would this policy or policies need to cover? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have authority to make insurance decisions for the business? | Confirming purchasing authority distinguishes a ready buyer from a lead who still needs to bring in an owner or board before moving forward. |
| Does the business already have any existing life insurance policies in place? | Knowing whether coverage already exists separates a new-purchase conversation from a replacement or coordination review. |
| How soon do you want this coverage set up? | An immediate timeline signals urgency and should be prioritized ahead of leads who are still just researching options. |
| What type of business entity do you operate? | Entity type shapes which structures (like buy-sell agreements between partners or shareholders) are even relevant to the case. |
How Cliont scores business-owned life insurance leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
Business-Owned Life 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 business-owned life insurance workflows
| Cliont capability | Business-Owned Life Insurance application |
|---|---|
| Weighted purpose scoring | Key person protection, buy-sell funding, and loan collateral answers carry the highest weights, so purpose-driven leads surface above generic or undecided ones. |
| Disqualification logic | A 'No' answer on whether the business is currently active drags the score down sharply, keeping non-operating businesses from reaching your policy review calendar. |
| Authority flag | The decision-authority question is scored separately so leads without purchasing power are still delivered but clearly marked for owner follow-up. |
| Entity-aware intake | Capturing entity type alongside coverage purpose lets you see structural context (LLC vs. corporation vs. partnership) relevant to buy-sell and benefit plan conversations before the first call. |
Common business-owned life insurance lead scenarios
Key person coverage for growing LLC
Owner selects key person protection as the purpose and wants coverage set up immediately, flagging a high-value, urgent case worth fast-tracking to a policy review.
Buy-sell funding during ownership change
The lead is arranging buy-sell or ownership transition funding but isn't the final decision-maker, so the intake still captures entity type and timeline while noting the authority gap for follow-up.
Lender-required collateral policy
A business needs coverage to satisfy a loan or debt collateral requirement, an active-business, higher-weight scenario distinct from voluntary planning.
Corporation replacing existing coverage
The business already has policies in place and wants an executive benefit plan review, which routes as a replacement or restructuring conversation rather than a first-time purchase.
Early-stage, still researching
The lead selects 'Not sure' for coverage purpose and 'Just researching options' for timeline, which the intake still routes to the CRM but with lower urgency signals for pacing outreach.
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 life insurance intake templates
Business-Owned Life Insurance lead-intake FAQs
How does the intake handle a lead who answers 'Not sure' about the reason for coverage?
The intake still captures entity type, business activity status, and timeline so the lead reaches your CRM with enough context for a consultative policy review call rather than being dropped.
Why does the intake confirm the business is currently active and operating?
A dormant or non-operating business generally can't be underwritten for business-owned coverage, so this answer carries strong weight and helps you avoid quoting a risk you can't write.
Does the intake tell me if the person filling it out can actually authorize the purchase?
Yes, the decision-authority question is weighted separately from other answers so you can see at a glance whether you're talking to the buyer or need to loop in an owner or board.
Can the intake surface how many lives need to be covered before I call?
Yes, the intake collects a range from one person up to more than five, giving you a rough case size before the first conversation even though this field isn't used to score fit.
What if the business already has life insurance in place?
The intake asks whether existing policies are already in place, which helps you separate new-coverage conversations from replacement or coordination reviews before the policy review.
How does entity type factor into the qualification?
Business entity type (sole proprietorship, partnership, corporation, or LLC) is captured directly from the catalog so you know the ownership structure relevant to buy-sell or key person planning before you engage.
Turn business-owned life insurance visitors into qualified clients
Give every business-owned life insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.