Know which construction crews are worth a policy review
Ask every construction prospect how many workers they employ, what trades they run, and when coverage needs to start, then collect declarations pages and payroll classifications before you spend time quoting a risk you can't write.
The exact intake your construction workers compensation leads complete
This is the real 7-question guided intake for Construction Workers Compensation — the same flow your customers finish before you ever pick up the phone.
What a qualified construction workers compensation lead should tell you
Coverage for construction businesses to protect employees against on-the-job injuries, sized and rated by worker count, trade mix, and current coverage status.
- Own Or Operate Construction
- Many Workers Cover
- Types Construction Work Workers
- Have Any Workers Compensation
- This Coverage Start
- Person Authorized Make Insurance
- In Which State Will
The questions your team needs answered
Every construction workers compensation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you own or operate a construction business with employees? | Confirms the prospect actually operates a construction business with employees, screening out sole proprietors with no compensable workforce before any quoting effort begins. |
| How many workers do you need to cover? | Worker count drives premium size and risk tier, so larger crews are automatically scored as higher-value accounts. |
| What types of construction work do your workers perform? | Trade mix determines classification codes and severity risk, since roofing or electrical work rates very differently than general labor. |
| Do you currently have any workers compensation coverage in place? | Coverage status distinguishes new business, lapsed compliance risk, and active renewals, each of which needs a different response speed. |
| When do you need this coverage to start? | An immediate start date signals live exposure without coverage, which needs same-day agent action rather than a routine follow-up. |
| Are you the person authorized to make insurance decisions for this business? | Confirms the respondent can actually authorize insurance decisions, so agents don't spend time quoting a risk to someone who can't bind coverage. |
| In which state will most of the covered work take place? | The work state determines classification codes, rating bureau, and which carriers can legally write the policy. |
How Cliont scores construction workers compensation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Operate Construction: yes
- 1-4 workers
- 5-19 workers
- 20 or more workers
- Only subcontractors, no direct employees
- Within a month
Urgency signals
- Yes, active policy
- Immediately
See the lead your team receives
Construction Workers Comp 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 construction workers compensation workflows
| Cliont capability | Construction Workers Compensation application |
|---|---|
| Weighted scoring engine | Uses the worker-count tiers (1-4, 5-19, 20+, subcontractor-only) to automatically rank crew size against premium potential before an agent opens the lead. |
| Multi-select branching | Captures every trade a crew performs, including roofing, electrical, plumbing, and heavy equipment, so mixed-trade risks are flagged for closer underwriting review. |
| Urgency detection | Cross-references current coverage status with requested start date to separate same-day compliance gaps from prospects planning ahead with no set date. |
| CRM routing with state tagging | Passes the reported work state into your CRM record so agents can confirm licensing and rating bureau eligibility before scheduling a policy review. |
Common construction workers compensation lead scenarios
Active policy up for renewal
The prospect already has an active workers comp policy and wants coverage to start immediately, a combination that signals a live renewal or carrier switch worth fast follow-up.
First-time coverage, no set date
A newer contractor who has never had workers comp and is only planning ahead has real long-term value but a slower buying cycle than someone with an immediate start date.
Large mixed-trade crew
A business covering 20 or more workers across roofing, electrical, and heavy equipment operation carries higher premium potential and needs closer review of the trade mix before quoting.
Subcontractor-only operation
A business that only uses subcontractors and has no direct employees scores lower on worker count but still needs a coverage conversation about how those subs are classified.
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 workers compensation intake templates
Construction Workers Compensation lead-intake FAQs
How does the intake handle businesses that only use subcontractors?
The worker-count question includes a specific 'only subcontractors, no direct employees' option, which carries a lower weight than direct-employee tiers so your team can see at a glance that the exposure profile is different before scheduling a policy review.
What happens if a prospect isn't sure whether their coverage has lapsed?
Coverage status is captured as a distinct choice between active, lapsed, never had coverage, and not sure, so leads with uncertain or lapsed status are visibly flagged as compliance-risk cases rather than blended in with active renewals.
Does the intake ask about specific trades like roofing or electrical?
Yes, the trade-type question is multi-select and covers general labor, roofing, electrical, plumbing, and heavy equipment operation, giving your team the classification detail needed to route the lead to the right underwriter before contact.
How do you avoid quoting someone who can't actually bind coverage?
A dedicated yes/no question confirms whether the person completing the form is authorized to make insurance decisions for the business, so leads from office staff or unauthorized contacts are scored differently than owner-submitted leads.
Why does the intake ask which state the work takes place in?
Workers comp rating, classification codes, and carrier eligibility are state-specific, so capturing the state up front lets you confirm you can even write the risk before it reaches your CRM.
How is this different from the Small Business Workers Compensation intake?
This subservice adds construction-specific trade selection and worker-count tiers built for crews rather than generic staff counts, so contractors get classification questions that a general small-business intake wouldn't ask.
Turn construction workers compensation visitors into qualified clients
Give every construction workers compensation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.