Final expense intake that flags decision authority up front
Ask who the coverage is for, confirm age band and prior decline history, and capture the coverage amount up front, before you spend time quoting a risk you can't write. Required uploads include ID for the insured and details of any existing policy.
The exact intake your final expense insurance leads complete
This is the real 7-question guided intake for Final Expense Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified final expense insurance lead should tell you
Small, simplified-issue whole life policies sized to cover funeral, burial, and end-of-life costs, where the intake needs to confirm who is being insured, their age band, existing coverage, and prior decline history before a quote can be written.
- This Coverage
- Approximate Age Person Be
- Person Be Insured Have
- Person Be Insured Free
- Amount Coverage Interested In
- Person Authorized Make This
- Soon Set Up This
The questions your team needs answered
Every final expense insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this coverage for? | Knowing whether coverage is for the respondent, a spouse, or a parent tells you who actually needs to be part of the policy review. |
| What is the approximate age of the person to be insured? | Age band carries strong weight because simplified-issue final expense products qualify and price differently for 65-to-80 applicants than for under-50 or over-80 ones. |
| Does the person to be insured currently have any life insurance policy? | Separates real opportunities from leads that aren’t a fit yet. |
| Is the person to be insured free of any previous decline for life insurance coverage? | A completed decline history separates straightforward simplified-issue cases from ones that likely need a different underwriting path, which affects which carrier the lead should be routed to. |
| What amount of coverage are you interested in? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person authorized to make this insurance decision? | This carries the top weight in the catalog because a policy review booked with someone who can't actually authorize the purchase wastes appointment time. |
| How soon are you looking to set up this coverage? | Only the 'Immediately' answer trips the urgency signal, letting you separate leads ready to act now from those still comparing options. |
How Cliont scores final expense insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 50
- 50 to 64
- 65 to 80
- Over 80
- Person Be Insured Free: yes
- Person Authorized Make This: yes
Urgency signals
- Immediately
See the lead your team receives
Final Expense 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 final expense insurance workflows
| Cliont capability | Final Expense Insurance application |
|---|---|
| Weighted scoring | Age band, prior decline history, and decision authority carry the heaviest weights in this catalog, so leads that are quote-ready surface above ones that need more qualifying. |
| Branching intake logic | When coverage is requested for a parent or relative rather than the respondent, the intake can direct the flow toward confirming who is actually authorized to decide. |
| Document upload | Collects ID and existing policy details before the lead reaches your CRM, so you aren't chasing paperwork after a policy review is already booked. |
| CRM routing | Sends leads with confirmed decision authority and a stated coverage amount to your CRM, keeping unauthorized inquiries visible but separated for follow-up. |
Common final expense insurance lead scenarios
Immediate need, clean history
The insured is 65 to 80, free of any prior decline, and the person answering is authorized to decide, with coverage wanted immediately. This combination scores as high priority and routes straight to your CRM.
Adult child researching for a parent
Coverage is requested for a parent, but the person filling out the form may not be the authorized decision-maker. The intake flags this so you know to confirm who actually signs before booking a review.
Already insured, comparing amounts
The lead already holds a policy but is asking about $10,000 to $25,000 in coverage within the next month. This surfaces a replacement or top-up conversation rather than a first-time sale.
Prior decline on record
The person to be insured was previously declined for coverage, which lowers the automatic score but still reaches your CRM so you can decide whether it fits a different product.
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
Final Expense Insurance lead-intake FAQs
Does the intake ask whether the person was previously declined for coverage?
Yes, this is a direct yes/no question in the catalog, and a free-of-decline answer scores higher than a prior decline, since the two cases often need different underwriting paths.
What happens if the person completing the form isn't the one authorized to buy the policy?
The intake asks this directly and weights it heavily, so leads where the respondent can't actually authorize the purchase are flagged for follow-up before a policy review is booked.
Can the intake handle someone shopping for a parent or other relative?
Yes, the first question captures whether coverage is for the respondent, a spouse, a parent or relative, or someone else, so you know the relationship before you engage.
How does the intake treat someone who's still 'just exploring options'?
That timeline answer doesn't trigger the urgency signal the way 'Immediately' does, so those leads still reach your CRM but without a false sense of urgency attached.
Does the intake capture an exact coverage amount?
It asks for a coverage range from under $5,000 up to over $25,000, plus a 'Not sure' option, so you can see roughly what the lead has in mind before a conversation.
Turn final expense insurance visitors into qualified clients
Give every final expense insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.