Turn valuable items enquiries into policy-review-ready leads
Ask policyholders about their current coverage status, ownership, and where items are kept, then collect appraisal documents and item photos before the file lands in your CRM.
The exact intake your valuable items insurance leads complete
This is the real 5-question guided intake for Valuable Items Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified valuable items insurance lead should tell you
Coverage for high-value personal items such as jewelry, art, collectibles, watches, or instruments that exceed standard homeowners or renters policy limits, qualified by item type, ownership, and current coverage status.
- Valuable Items Insure
- Have Homeowners Or Renters
- Best Describes Current Coverage
- Owner Items Want Insure
- Items Usually Kept
The questions your team needs answered
Every valuable items insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of valuable items do you need to insure? | The mix of item types selected tells the agent which valuation and underwriting specialists the file will need before the policy review. |
| Do you currently have a homeowners or renters insurance policy? | Confirms whether valuable items coverage would sit as a rider on an existing policy or require a standalone policy, changing how the file is routed. |
| Which best describes your current coverage status? | Separates uninsured items from underinsured or soon-to-lapse coverage, so first-time coverage requests aren't treated the same as renewal-driven leads. |
| Are you the owner of the items you want to insure? | Ownership carries the heaviest weight in the catalog because a non-owner enquiry usually can't be bound without additional documentation. |
| Where are the items usually kept? | Storage location carries no score weight but gives the agent theft and loss exposure context ahead of the policy review call. |
How Cliont scores valuable items insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Jewelry
- Art
- Collectibles
- Watches
- Musical instruments
- High-end electronics
See the lead your team receives
Valuable Items 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 valuable items insurance workflows
| Cliont capability | Valuable Items Insurance application |
|---|---|
| Multi-select branching | The item type question lets a single lead surface jewelry, art, collectibles, and watches together, so agents see the full scope of the collection instead of one item at a time. |
| Conditional coverage logic | Answers to the homeowners/renters question and the coverage status question combine to show whether a lead needs a new standalone policy or a rider on an existing one. |
| Ownership verification flag | A non-owner response on the ownership question automatically lowers the lead's score, so agents can spot files that need extra documentation before they quote. |
| Document and photo capture | Appraisal documents, purchase receipts, and item photos are collected up front, so the policy review isn't the first time the agent sees proof of value. |
Common valuable items insurance lead scenarios
Uninsured jewelry collection
A policyholder selects jewelry and watches with no current coverage at all, flagging a first-time valuable items policy rather than a rider adjustment.
Underinsured art collector
The intake shows an existing homeowners policy but coverage limits that are too low for a growing art collection, pointing to a limit-increase or standalone policy conversation.
Non-owner enquiry
The person filling out the intake isn't the owner of the collectibles in question, a lower-fit answer that changes what documentation the agent needs before quoting.
Multi-location instrument coverage
A musician stores instruments across a home and a business location, which the intake captures separately from single-location jewelry or watch enquiries.
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
Valuable Items Insurance lead-intake FAQs
How does the intake handle someone insuring several types of valuable items at once?
The item type question accepts multiple selections, so a policyholder insuring jewelry, watches, and art in one enquiry shows all three on the file rather than forcing them to submit separate leads.
What happens if the policyholder isn't the owner of the items?
Ownership carries the heaviest weight in the catalog, so a non-owner answer scores the lead lower and signals the agent to ask for additional documentation before quoting.
Can the intake distinguish between no coverage and underinsured coverage?
Yes, the coverage status question separates no coverage at all, coverage with limits too low, and coverage expiring soon, so agents can tell a new-policy lead apart from a renewal or limit-increase lead at a glance.
Does where the items are stored affect how the lead is prioritized?
Storage location doesn't carry a scoring weight, but it's captured on the lead so the agent has loss-exposure context before the policy review, whether items sit at home, in a safe deposit box, or across multiple locations.
How is this different from your boat or aircraft insurance intake?
Valuable items intake focuses on item type, ownership, and coverage status rather than vehicle specifications, so it routes to a different underwriting path than the boat, aircraft, or RV insurance intakes in your library.
Turn valuable items insurance visitors into qualified clients
Give every valuable items insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.