Know which event insurance leads are worth policy review time
Every enquiry captures event type, guest count, and coverage priorities like general liability or cancellation, plus the venue's proof-of-insurance requirement and event contract, before it lands in your CRM.
The exact intake your event insurance leads complete
This is the real 6-question guided intake for Event Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified event insurance lead should tell you
Coverage for liability, property damage, or cancellation risk tied to a specific event such as a wedding, private party, corporate function, or public gathering, qualified by event type, date/venue status, and coverage lines needed.
- Event Insure
- Have Confirmed Date And
- Coverage Mainly
- Venue Show Proof Event
- About How Many Guests
- Person Organizing Or Authorizing
The questions your team needs answered
Every event insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of event do you need to insure? | Identifies the type of event since coverage needs and risk profiles differ sharply between a wedding, corporate event, or public festival. |
| Do you have a confirmed date and venue for the event? | A confirmed date and venue signals the enquiry is quote-ready rather than speculative, which is why a yes answer carries a higher weight. |
| What coverage are you mainly looking for? | Reveals exactly which coverage lines to underwrite, with weighting that rewards enquiries bundling higher-value coverage like general liability and event cancellation. |
| Does the venue require you to show proof of event insurance? | A venue requiring proof of insurance is often the actual purchase trigger, which is why a yes answer carries the highest weight in the catalog. |
| About how many guests or attendees are expected? | Guest count shapes the liability exposure and premium band the policy needs to cover. |
| Are you the person organizing or authorizing this event, such as the host or planner? | Confirms whether the respondent actually has authority to bind coverage for the event before you spend time building a quote. |
How Cliont scores event insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Confirmed Date And: yes
- General liability
- Event cancellation
- Property or venue damage
- Alcohol-related liability
- Not sure
See the lead your team receives
Wedding Event 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 event insurance workflows
| Cliont capability | Event Insurance application |
|---|---|
| Weighted scoring | Prioritizes leads who've confirmed a date and venue and selected higher-value coverage like event cancellation or alcohol liability, so you're not spending time quoting speculative enquiries. |
| Multi-choice branching | Surfaces the exact coverage combination requested, general liability, cancellation, property damage, or alcohol liability, so you underwrite the right policy from the first call. |
| Authority verification | Flags whether the person completing the form is the actual host or planner authorized to bind coverage, reducing back-and-forth before a quote is issued. |
| CRM routing | Sends qualified events into your CRM tagged by event type and guest-count band, so large public gatherings surface for closer underwriting review. |
Common event insurance lead scenarios
Wedding with venue certificate deadline
The couple has a confirmed date and venue that requires proof of insurance, and picked general liability plus alcohol-related liability, so the intake flags it ready to quote.
Corporate event still nailing down venue
The organizer hasn't confirmed a date or venue yet and marked coverage as 'Not sure,' so the intake scores it as early-stage rather than quote-ready.
Public festival with high attendance
The festival organizer expects over 500 attendees and needs event cancellation plus property or venue damage coverage, surfacing the scale of exposure the policy has to absorb.
Vendor inquiring on host's behalf
The person completing the form isn't the actual event host or planner, so the intake flags that authority to bind coverage still needs to be confirmed before quoting.
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
Event Insurance lead-intake FAQs
How does the intake handle enquiries where the venue isn't confirmed yet?
A 'no' on the confirmed date and venue question carries a lower weight than a 'yes,' so the lead still comes through but is scored as earlier-stage rather than quote-ready.
Can the intake tell me exactly which coverage the customer wants?
Yes. The multi-choice coverage question captures selections like general liability, event cancellation, property or venue damage, and alcohol-related liability, so you know which lines to underwrite before you call back.
What if the person filling out the form isn't the actual event host?
The intake asks whether the respondent is the organizer or authorizer of the event, and a 'no' answer is weighted lower so you know to confirm decision-making authority before spending time on a quote.
Does the intake capture guest count for underwriting purposes?
Yes, respondents select a guest count band from under 50 up to over 500, which helps size the liability exposure before you build a policy.
Will I know if the venue is requiring proof of insurance?
The intake asks directly whether the venue requires proof of event insurance, and a 'yes' answer carries the highest weight in the catalog since it's usually the actual purchase trigger.
How is event insurance different from your wedding insurance intake?
This intake covers all event types (private party, corporate, public gathering) through a single event-type question, while the separate Wedding Insurance subservice is scoped specifically to weddings.
Turn event insurance visitors into qualified clients
Give every event insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.