Know which healthcare employers deserve a workers comp policy review
See organization type, employee headcount, and clinical-versus-support staff roles before you ever open a spreadsheet, and collect declarations pages and rosters up front instead of chasing paperwork after the call.
The exact intake your healthcare workers compensation leads complete
This is the real 6-question guided intake for Healthcare Workers Compensation — the same flow your customers finish before you ever pick up the phone.
What a qualified healthcare workers compensation lead should tell you
Qualification of healthcare employers seeking workers compensation coverage, capturing organization type, payroll and headcount, staff role mix, and current policy status to size the risk before a review is scheduled.
- Healthcare Organization Seeking Coverage
- Employ Any Staff On
- About How Many Employees
- Best Describes Current Workers
- Owner Or Authorized Decision-Maker
- Staff Roles Covered
The questions your team needs answered
Every healthcare workers compensation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of healthcare organization are you seeking coverage for? | Organization type shapes the expected staff mix and risk profile before any other detail is reviewed. |
| Do you currently employ any staff on payroll? | Active payroll status separates real coverage buyers from pre-launch entities not yet ready to bind, which is weighted heavily. |
| About how many employees need coverage? | Employee count tier drives premium size and underwriting complexity, with larger tiers weighted higher. |
| Which best describes your current workers compensation status? | Current policy status distinguishes an urgent mid-term shopper from a start-from-scratch or lapsed situation that moves at a different pace. |
| Are you the owner or authorized decision-maker for this coverage? | Confirming the respondent is the actual decision-maker prevents time spent on leads that can't move to a quote. |
| Which staff roles do you need covered? | The clinical-versus-support staff mix affects classification codes and injury exposure ahead of the review. |
How Cliont scores healthcare workers compensation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Employ Any Staff On: yes
- 1-9 employees
- 10-49 employees
- 50-199 employees
- 200 or more employees
- Not sure
Urgency signals
- Have an active policy, exploring options
See the lead your team receives
Long-Term Care Facility 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 healthcare workers compensation workflows
| Cliont capability | Healthcare Workers Compensation application |
|---|---|
| Weighted lead scoring | Employee count tiers and active-payroll status combine to push larger healthcare employers to the top of the queue automatically. |
| Decision-maker flagging | Leads where the respondent isn't the owner or authorized buyer are marked lower priority so outreach time isn't spent chasing someone who can't sign. |
| Urgency tagging | An active policy marked 'exploring options' is tagged urgent separately from an upcoming renewal or a lapsed policy, changing how quickly it's followed up. |
| Role-based risk capture | The multi-select staff role question feeds classification-relevant detail (clinical versus support versus admin versus maintenance) straight into the CRM record. |
Common healthcare workers compensation lead scenarios
Hospital shopping mid-term
A hospital with an active policy marks 'exploring options' and reports 200+ employees, combining the urgent renewal signal with the highest headcount weight.
New clinic with no coverage
A small clinic with 1-9 employees and no policy in place needs a ground-up quote, and staff roles skew entirely clinical rather than mixed support.
Home health agency renewing soon
A home health agency flags an upcoming renewal and selects aides plus administrative staff, a different risk mix than a hospital's clinical-heavy roster.
Staffing agency with lapsed policy
A healthcare staffing agency reports a lapsed or cancelled policy, which changes the underwriting conversation entirely from a standard renewal.
Uncertain headcount at LTC facility
A long-term care facility selects 'not sure' on employee count, landing at a lower score tier than a firm with a confirmed number until that detail is clarified.
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
Healthcare Workers Compensation lead-intake FAQs
Does the intake separate hospitals from clinics or staffing agencies?
Yes. The first question captures whether the organization is a hospital, clinic or medical office, long-term care facility, home health agency, staffing agency, or other, so each lead arrives already categorized.
How does the intake treat an active policy versus no coverage at all?
Current policy status is captured directly, and 'active policy, exploring options' is treated as an urgent signal since it usually means a live renewal window rather than a slower ground-up quote.
What happens if the person filling out the form isn't the decision-maker?
The intake asks directly whether the respondent is the owner or authorized decision-maker, and answers are weighted lower when they're not, so you know before you invest time in outreach.
Can the intake tell me what mix of staff needs to be covered?
Yes, it's a multi-select question covering clinical staff, aides or support staff, administrative staff, and maintenance or facilities staff, which helps anticipate classification codes ahead of the review.
How is employee count used in scoring a lead?
Headcount is captured in tiers from 1-9 up to 200 or more, with higher tiers weighted more heavily, while a 'not sure' answer is scored lower until the number is confirmed.
What if an organization doesn't have any employees on payroll yet?
That's captured as a direct yes/no question and scored much lower than an active payroll, since a healthcare entity without staff isn't yet a workers comp buyer in the traditional sense.
Turn healthcare workers compensation visitors into qualified clients
Give every healthcare workers compensation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.