Know which wedding insurance leads are worth policy review time
Cliont's intake asks about the confirmed wedding date, the coverage type they need most, and where the event is taking place, then collects vendor contracts so your team never quotes a risk you can't actually write.
The exact intake your wedding insurance leads complete
This is the real 6-question guided intake for Wedding Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified wedding insurance lead should tell you
Coverage for wedding-related financial loss, including event cancellation or postponement, vendor no-shows, liability exposure, and property, attire, or gift damage, assessed based on the couple's date, venue, and coverage priorities.
- Have Confirmed Wedding Date
- Coverage Most Interested In
- Will Wedding Take Place
- Person Responsible Purchasing Wedding
- Already Signed Contracts With
- Approximate Expected Number Guests
The questions your team needs answered
Every wedding insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have a confirmed wedding date? | A confirmed date signals real urgency and ties the cancellation or postponement exposure to an actual timeline rather than a hypothetical event. |
| What type of coverage are you most interested in? | The specific coverage selected determines which policy type and price point the team should be preparing to quote. |
| Where will the wedding take place? | Outdoor and private-residence venues carry different liability and weather exposure than indoor venues, changing what the underwriter needs to know. |
| Are you the person responsible for purchasing the wedding insurance policy? | Confirming the respondent is the actual policy purchaser prevents routing the policy review to someone without authority to buy. |
| Have you already signed contracts with any wedding vendors? | Signed vendor contracts indicate concrete financial exposure and buying readiness, versus couples still shopping venues. |
| What is the approximate expected number of guests? | Guest count is a proxy for event size and liability exposure, helping size appropriate coverage limits before the policy review. |
How Cliont scores wedding insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Confirmed Wedding Date: yes
- Cancellation or postponement
- Liability coverage
- Vendor no-show or failure
- Property, attire, or gifts
- Weather-related issues
See the lead your team receives
Wedding 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 wedding insurance workflows
| Cliont capability | Wedding Insurance application |
|---|---|
| Conditional branching | When a lead selects 'Not sure' for coverage type, the intake can be configured to surface a follow-up before scoring the lead as ready for a policy review. |
| Document upload | Collects signed vendor contracts alongside the intake answers so your team can verify contractual exposure before quoting. |
| Weighted scoring | A confirmed wedding date combined with high-value coverage selections like cancellation, liability, or vendor no-show pushes leads into a higher-priority band automatically. |
| Ownership verification | Flags leads where the form-filler isn't the policy purchaser so follow-up goes to the person with buying authority, not a planner or family member. |
| CRM routing | Sends qualified wedding leads, including venue type and guest count, directly to your CRM so policy reviews can be scheduled without manual re-entry. |
Common wedding insurance lead scenarios
Date confirmed, vendors under contract
A couple with a locked wedding date has already signed vendor contracts and wants cancellation and liability coverage, making this a high-priority lead ready for a policy review.
Outdoor wedding, weather worries
The couple selects an outdoor venue and flags weather-related issues as their main concern, which points the intake toward a different risk conversation than an indoor ceremony would.
Someone else is buying the policy
A parent or planner fills out the form on the couple's behalf, so the intake flags that they aren't the actual policy purchaser and routes follow-up accordingly.
Not sure what coverage they need
The lead selects 'Not sure' for coverage type, signaling they need guidance before a policy review rather than a straight quote.
Large guest list, no vendors locked yet
An expected 150-300 guests but no signed vendor contracts yet suggests an early-stage inquiry that should be handled differently than a couple ready to bind coverage.
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
Wedding Insurance lead-intake FAQs
How does the intake handle couples who haven't signed vendor contracts yet?
The intake asks directly whether vendor contracts are already signed, which helps distinguish early-stage shoppers from couples with real financial exposure ready for a policy review.
What if the person filling out the form isn't the one paying for the policy?
The intake confirms whether the respondent is the actual policy purchaser, so your team can route the follow-up to whoever has buying authority instead of chasing the wrong contact.
Does the intake distinguish between indoor, outdoor, and private-residence weddings?
Yes, venue type is captured directly, since outdoor and private-residence weddings carry different liability and weather exposure than an indoor venue.
Can the intake capture which specific coverage a couple wants?
The intake asks couples to select their primary coverage interest, whether that's cancellation, liability, vendor no-show, property and attire, or weather-related issues, so you know what to quote before the call.
What happens if there's no confirmed wedding date yet?
Leads without a confirmed date are still captured, but the intake weighs this lower than a locked date, since firmer timelines mean firmer coverage windows.
How is this different from your Event Insurance intake?
Wedding Insurance intake is built around wedding-specific fields like vendor contracts and coverage type for cancellation or vendor no-show, while Event Insurance is scoped to the broader range of one-off events.
Turn wedding insurance visitors into qualified clients
Give every wedding insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.