Turn pet insurance enquiries into policy review-ready leads
Ask pet owners about their pet's type, age, and current health status upfront, plus collect vet records where relevant, so your team knows exactly which policies to write before calling back.
Preview your pet insurance intake
Explore 7 questions from the Pet Insurance template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified pet insurance lead should tell you
Coverage that helps pay veterinary costs for accidents, illness, or routine care for a dog, cat, or other pet, qualified by the pet's age, health history, and the coverage type the owner wants.
- Pet Insure
- Pet Free Any Diagnosed
- Pet'S Approximate Age
- Coverage Most Interested In
- Pet'S Owner Or Authorized
- Have Coverage In Place
- Have Any Pet Insurance
The questions your team needs answered
Every pet insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of pet do you need to insure? | Pet type shapes which underwriting product and coverage tiers apply, so agents know which policy to prepare before the review. |
| Is your pet currently free of any diagnosed ongoing health conditions? | A pet free of diagnosed conditions typically qualifies faster at standard terms, while an existing condition often needs a pre-existing-condition review first. |
| What is your pet's approximate age? | Younger pets carry lower baseline risk and score higher, while pets over 10 usually need age-restricted or senior-specific coverage terms. |
| What type of coverage are you most interested in? | Knowing whether the caller wants accident-only, illness, or wellness coverage lets the agent pull the right comparison instead of guessing on the call. |
| Are you the pet's owner or authorized to arrange insurance for it? | Confirming the person is the pet's owner or authorized to arrange coverage prevents preparing a quote for someone who can't actually bind the policy. |
| When are you looking to have coverage in place? | An 'Immediately' answer flags the lead for same-day follow-up before the enquiry cools off. |
| Do you currently have any pet insurance policy in place? | Knowing whether the caller already holds a policy tells the agent whether this is new business or a switch/renewal conversation. |
How Cliont scores pet insurance leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Pet Free Any Diagnosed: yes
- Under 1 year
- 1 to 7 years
- 8 to 10 years
- Over 10 years
- Pet'S Owner Or Authorized: yes
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Pet 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 pet insurance workflows
| Cliont capability | Pet Insurance application |
|---|---|
| Weighted scoring | Combines the pet's age band and health-condition answer into a single priority score, so a young, healthy pet outranks an older pet with a diagnosed condition. |
| Multi-select capture | Cleanly records whether the owner wants accident, illness, or wellness coverage without forcing them into a single-choice answer. |
| Authorization flagging | Surfaces submissions where the person filling out the form isn't the pet's owner or authorized party, before an agent spends time preparing a quote. |
| Urgency tagging | Marks 'Immediately' timing answers for same-day follow-up instead of letting them sit in a general queue with 'just exploring' enquiries. |
Example pet insurance lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Healthy young pet, ready now
A dog or cat under a year old with no diagnosed conditions and an 'Immediately' timeline scores near the top of the range and is flagged for same-day follow-up.
Older pet with a health history
A pet over 10 with a diagnosed ongoing condition still comes through, but at a lower weighted score so the agent knows to check pre-existing-condition rules before quoting.
Just comparing coverage options
Someone who selects 'Just exploring options' for timing and 'Not sure' for coverage type is captured for nurture follow-up rather than an urgent callback.
Submitter isn't the pet's owner
When the intake answer shows the person filling it out isn't the owner or authorized to arrange insurance, the lead is flagged for verification before any quote is prepared.
Already insured, possibly switching
A caller who confirms they already hold a pet insurance policy signals a switch or renewal conversation rather than a new-business quote, which changes how the agent frames the call.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Pet Insurance lead-intake FAQs
How does the intake handle a pet with an existing diagnosed condition?
The intake asks directly whether the pet is currently free of any diagnosed ongoing health conditions. A 'no' answer still routes the lead through but at a lower weighted score, so agents know to check pre-existing-condition terms before quoting.
Can the form tell me if the caller is actually allowed to insure the pet?
Yes. The intake asks whether the person is the pet's owner or authorized to arrange insurance for it, and a 'no' answer carries a very low weight, flagging the lead for verification instead of being treated as ready for a quote.
Does the intake capture what type of coverage the owner actually wants?
The intake includes a multi-choice question covering accidents, illness, and wellness/routine care, so agents see exactly which coverage areas the owner is interested in before the review call.
Does the species of pet affect how the lead is scored or handled?
The intake asks whether the pet is a dog, cat, or other pet as a single-choice question upfront, which lets your team route the enquiry to the right underwriting product from the start.
How does the intake surface urgency without a phone call?
The timing question captures whether coverage is needed immediately, within a month, or the caller is just exploring, so leads marked 'Immediately' can be prioritized for same-day follow-up.
Is it useful to know if the caller already has a pet insurance policy?
Yes. That question distinguishes a new-business enquiry from a potential switch or replacement, which changes how the agent should position the review call.
Turn pet insurance visitors into qualified clients
Give every pet insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.