Travel insurance intake that captures trip dates and coverage needs up
Ask about trip type, departure timing, and coverage priorities like emergency medical or evacuation right in the intake, along with booking confirmation uploads, so you know which travel enquiries deserve a policy review before you quote a risk you cannot write.
The exact intake your travel insurance leads complete
This is the real 6-question guided intake for Travel Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified travel insurance lead should tell you
Coverage that protects travelers against trip cancellation, emergency medical costs, evacuation, and baggage loss, qualified by trip type, departure timing, traveler count, and desired coverage.
- Trip Insure
- Trip Scheduled Begin
- Many Travelers Be Covered
- Types Coverage Interested In
- Already Have Specific Trip
- Person Who Will Make
The questions your team needs answered
Every travel insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of trip are you looking to insure? | International, cruise, and multi-destination trips carry higher premiums and complexity than domestic trips, so trip type drives most of the lead score. |
| When is your trip scheduled to begin? | A departure within two weeks means the policy needs to bind fast, so timing separates urgent leads from long-lead-time planners. |
| How many travelers need to be covered on this policy? | Traveler count changes whether the agent is pricing a single policy or a family/group plan with different premium math. |
| Which types of coverage are you interested in? | Selecting emergency medical or evacuation coverage signals interest in higher-value add-ons versus basic cancellation-only coverage. |
| Do you already have a specific trip booked with confirmed dates? | A confirmed trip with locked dates is ready to buy now, while an unbooked trip is still speculative and needs different follow-up. |
| Are you the person who will make the purchase decision for this policy? | Confirming the respondent is the actual purchaser prevents agents from spending policy review time on someone who can't sign off on the policy. |
How Cliont scores travel insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Domestic trip
- International trip
- Cruise
- Multi-destination trip
- Within 2 weeks
- Within 1 month
Urgency signals
- Emergency medical coverage
- Emergency evacuation
Disqualifiers
- Not sure yet
See the lead your team receives
Travel 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 travel insurance workflows
| Cliont capability | Travel Insurance application |
|---|---|
| Weighted scoring | International, cruise, and multi-destination trip types score higher than domestic trips, so agents see which enquiries represent larger, more complex policies first. |
| Conditional routing | A no answer on the decision-maker question routes the lead for a callback confirmation step instead of straight to a policy review, avoiding wasted time on secondhand inquiries. |
| Document capture | Booking confirmations and trip cost proof are collected during intake so agents can verify travel dates and cancellation coverage eligibility before the review. |
| Multi-select coverage tagging | The coverage-type question tags each lead with the specific protections requested, such as emergency evacuation or lost baggage, so quotes match what the traveler actually asked for. |
Common travel insurance lead scenarios
Last-minute international departure
A traveler flags an international trip leaving within two weeks with confirmed dates already booked, which the intake flags for immediate follow-up before the departure window closes.
Family cruise needing group coverage
A family group selects a cruise with medical and evacuation coverage checked, signaling a higher-value multi-traveler policy that needs accurate headcount before quoting.
Inquiry made on someone else's behalf
The person filling out the form answers no to being the purchase decision-maker, so the intake surfaces this for a callback with the actual policyholder instead of a wasted policy review.
Still deciding on trip details
A prospect selects 'not sure yet' for both trip type and coverage, indicating early-stage research that still qualifies for a policy review but with different talking points than a booked traveler.
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
Travel Insurance lead-intake FAQs
How does the intake handle group or family trips differently from a single traveler?
The traveler-count question captures whether it's one person, two travelers, a family group, or a larger group, so your team can route group policies to whoever handles multi-traveler pricing instead of treating every lead the same.
Why does the intake ask if the person filling out the form is the actual decision-maker?
Someone researching coverage on behalf of a parent or travel companion answers differently than the actual buyer, so that yes/no question lets you prioritize policy review time for people who can actually purchase.
What happens with leads who don't have a booked trip yet?
The confirmed-dates question separates travelers with locked-in bookings from those still planning, so speculative inquiries can still reach your CRM but with lower urgency than a trip departing within weeks.
Can the intake distinguish between cancellation coverage and emergency medical coverage requests?
Yes, the coverage-type question is multi-select, so a traveler can flag interest in trip cancellation, emergency medical, baggage, and evacuation coverage all at once, and your team sees the full combination before the review call.
How does trip departure timing affect lead priority?
Trips departing within two weeks or one month carry more weight than trips more than three months out, so time-sensitive travelers surface ahead of early planners in your CRM.
Does this intake work for cruise or multi-destination trips, not just standard vacations?
The trip-type question includes domestic, international, cruise, and multi-destination options, so those policies get captured and scored the same way as a standard single-destination trip.
Turn travel insurance visitors into qualified clients
Give every travel insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.