Know which small business workers comp leads are worth a policy review
Ask about employee count, coverage status, and injury claims history right from the intake, then collect loss run reports before a policy review ever gets scheduled.
The exact intake your small business workers compensation leads complete
This is the real 6-question guided intake for Small Business Workers Compensation — the same flow your customers finish before you ever pick up the phone.
What a qualified small business workers compensation lead should tell you
Qualifies a small business's need for workers compensation coverage by capturing employee headcount, current coverage status, primary type of work performed, timeline for binding coverage, and any prior workplace injury claims.
- Many Employees Business Have
- Current Coverage Status
- Work Employees Primarily Perform
- Owner Or Authorized Decision
- Soon Coverage In Place
- Business Had Any Workplace
The questions your team needs answered
Every small business workers compensation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many employees does your business currently have? | Employee count tiers correlate directly with premium size and risk pool, so mid-size headcounts score higher than solo operations or very large employers. |
| What is your current coverage status? | Whether a business has no policy, is renewing, switching, or has a lapse changes both urgency and the documentation you'll need to request. |
| What type of work do your employees primarily perform? | The type of work employees perform is an early signal for classification codes and risk level before any loss runs are reviewed. |
| Are you the owner or authorized decision maker for this business's insurance? | A weight of 9 versus 3 means leads from an authorized buyer are treated as meaningfully more actionable than ones submitted by staff on the owner's behalf. |
| How soon do you need coverage in place? | Selecting 'immediately' flags the lead as urgent, distinguishing a lapsed or new business from one that is simply comparing options ahead of a renewal date. |
| Has your business had any workplace injury claims in the past three years? | A recent workplace injury claim changes how much scrutiny a submission needs before it can be quoted, even if the rest of the profile looks strong. |
How Cliont scores small business workers compensation leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-4 employees
- 5-19 employees
- 20-49 employees
- 50 or more employees
- Owner Or Authorized Decision: yes
Urgency signals
- Immediately
See the lead your team receives
Small Business Workers Compensation 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 small business workers compensation workflows
| Cliont capability | Small Business Workers Compensation application |
|---|---|
| Weighted lead scoring | Employee count tiers score differently, with 5-19 and 20-49 employee businesses weighted higher than solo operations or very large employers, reflecting typical premium potential. |
| Decision-maker verification | The owner/authorized-buyer question is weighted so leads submitted by someone without purchasing authority still come through but score lower until confirmed. |
| Urgency flagging | Businesses that need coverage immediately are separated from those planning ahead or unsure, so time-sensitive lapses don't sit in the same queue as long-lead renewals. |
| Document collection | Loss run reports and payroll summaries are gathered during intake so classification and pricing conversations can start without a back-and-forth request. |
| Work-type segmentation | Answers about primary employee work type can route higher-risk trades like construction or manufacturing differently than office or retail submissions. |
Common small business workers compensation lead scenarios
Coverage lapsed, needs it now
A business marks coverage as recently lapsed and selects immediate need, which the intake flags as urgent so it surfaces ahead of slower-moving renewals.
Owner shopping for a renewal
An owner or authorized decision maker with 5-19 employees is comparing quotes before a renewal date, giving a straightforward, high-value profile to review.
Office manager filling in for owner
Someone who is not the authorized decision maker submits the intake on the business's behalf, which scores lower until ownership authority is confirmed.
Construction crew with claims history
A business in construction or skilled trade work reports past workplace injury claims, a combination that changes how the risk should be evaluated before quoting.
Larger shop, no rush yet
A business with 50 or more employees is planning ahead with no immediate deadline, still valuable but lower urgency than an immediate-need submission.
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
Small Business Workers Compensation lead-intake FAQs
How does the intake treat businesses that don't currently have employees?
The employee count question includes a 'no employees currently' option, which scores lowest since these businesses may not yet have a workers compensation obligation, but they still come through so you can decide whether to follow up.
Can the intake tell me if a business needs a new policy versus a renewal?
Yes, the coverage status question separates businesses with no policy yet from those renewing, switching providers, or recovering from a lapse, so you know the situation before you call.
Does the intake capture what kind of work the employees do?
It asks whether employees primarily work in office, retail, construction, manufacturing, transportation, or another category, which is a first signal for classification and risk before you request loss runs.
What happens if the person filling out the form isn't authorized to buy the policy?
The decision-maker question carries a real weight difference, so an owner or authorized buyer scores meaningfully higher than someone submitting on the business's behalf, without disqualifying the lead outright.
Does the intake ask about prior injury claims?
Yes, the intake asks whether the business has had any workplace injury claims in the past three years, giving you a loss-history flag before you spend time reviewing loss runs in full.
How are urgent submissions flagged for follow-up?
Businesses that select 'immediately' for how soon they need coverage in place are flagged as urgent, separate from those planning ahead or unsure of timing.
Turn small business workers compensation visitors into qualified clients
Give every small business workers compensation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.