Know which aircraft insurance leads are worth policy review time
Ask policyholders about aircraft type, primary use, and pilot certification before you talk, then collect registration and declarations page uploads so nothing lands in your CRM half-answered.
The exact intake your aircraft insurance leads complete
This is the real 7-question guided intake for Aircraft Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified aircraft insurance lead should tell you
Coverage for owners or operators of fixed-wing aircraft, helicopters, or experimental builds, protecting against hull damage, liability, and loss tied to how the aircraft is flown, stored, and certified.
- Own Or Operate Aircraft
- Aircraft Insure
- Aircraft Primarily Used
- Hold Valid Pilot Certificate
- Aircraft Typically Hangared Or
- Have Any Active Aircraft
- Have Coverage In Place
The questions your team needs answered
Every aircraft insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or operate an aircraft? | Ownership is the gate between a real policyholder prospect and a browser, and it's weighted heavily enough to separate the two before your team gets involved. |
| What type of aircraft do you need to insure? | Aircraft type determines underwriting complexity, since jets, helicopters, and experimental builds route to different specialty markets than a single-engine piston. |
| How is the aircraft primarily used? | Usage carries the widest weight spread in the catalog, with commercial charter and agricultural or industrial operations scored well above personal or recreational flying. |
| Do you hold a valid pilot certificate for this aircraft? | A valid pilot certificate confirms the applicant is actually insurable to fly the aircraft, a near-hard qualifier for underwriting. |
| Where is the aircraft typically hangared or stored? | Hangar versus outdoor tie-down storage is a direct hull-risk indicator your team needs before pricing physical damage coverage. |
| Do you currently have any active aircraft insurance policy? | An existing active policy signals a renewal or switch conversation rather than a first-time buyer, changing how the follow-up should be framed. |
| When are you looking to have coverage in place? | Coverage timing separates leads that need same-day underwriting attention from those still comparing options months out. |
How Cliont scores aircraft insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Operate Aircraft: yes
- Personal or recreational
- Flight training
- Commercial charter or business use
- Agricultural or industrial operations
- Not sure
Urgency signals
- Outdoor tie-down
- Immediately
See the lead your team receives
Aircraft 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 aircraft insurance workflows
| Cliont capability | Aircraft Insurance application |
|---|---|
| Weighted lead scoring | Commercial charter and agricultural or industrial use carry higher weights than personal or recreational flying, so higher-risk commercial aircraft leads surface above hobby owners. |
| Hard qualifier gating | The aircraft ownership question is weighted to separate active owners from browsers, keeping people who can't yet be quoted from filling your CRM as if they were policy-ready. |
| Document collection before handoff | Pilot certificate, registration, and current declarations page uploads are collected during intake, not chased down after your team is already on the call. |
| Structured aircraft-type capture | Single-engine piston, multi-engine, helicopter, jet, and experimental or homebuilt are captured as distinct options so complex risk types are never guessed from a free-text field. |
| CRM routing with context | Qualified aircraft leads arrive in your CRM already tagged with usage type, pilot certification status, and storage location instead of a bare name and phone number. |
Common aircraft insurance lead scenarios
Owner shopping for new coverage
Confirms aircraft ownership, single-engine piston type, and personal or recreational use, then flags private hangar storage and an immediate coverage start for fast follow-up.
Charter operator switching carriers
Multi-engine or jet aircraft used for commercial charter carries the highest usage weight in the catalog, and an active current policy signals a renewal-timing conversation rather than a cold quote.
Flight school adding coverage
Flight training use and a valid pilot certificate on file point to instructor or student-pilot risk, which needs different underwriting than a personal owner-flown aircraft.
Agricultural operator, outdoor storage
Agricultural or industrial operations use scores near the top of the usage weighting, but outdoor tie-down storage instead of a hangar changes the hull risk profile your team needs to see upfront.
Not-yet-owner still researching
Answering no to aircraft ownership and 'just researching options' on timing keeps the lead in view without treating it as ready for a policy review, so your team isn't chasing a quote they can't write yet.
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 specialty insurance intake templates
Aircraft Insurance lead-intake FAQs
Does the intake check whether the lead is actually insurable to fly the aircraft?
Yes. The pilot certificate question is a direct yes/no field, so leads without a valid certificate for the aircraft they're insuring are visibly flagged rather than mixed in with fully qualified owners.
Can the form tell the difference between a personal plane and a charter operation?
The usage question separates personal or recreational flying from commercial charter, flight training, and agricultural or industrial operations, each carrying its own weight so commercial risk stands out from a weekend flyer.
What happens with someone who doesn't own an aircraft yet?
The ownership question is weighted heavily on its own, so a 'no' answer, especially combined with 'just researching options' on timing, is scored lower than a current owner ready to move, without being discarded outright.
Does the intake ask about current coverage before we quote?
Yes, there's a direct question on whether an active aircraft policy already exists, which helps your team tell a renewal-shopper from a lapsed or first-time buyer before the review call.
How does hangar or storage information factor into a lead?
The intake captures whether the aircraft sits in a private hangar, shared hangar, or outdoor tie-down, giving your team a hull-risk data point on file before they price the policy.
Can we require registration or pilot documents before a lead reaches our CRM?
Yes, uploads such as the current declarations page, pilot certificate, and aircraft registration can be required so a policy review doesn't start with missing paperwork.
Turn aircraft insurance visitors into qualified clients
Give every aircraft insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.