Surety claims intake that captures bond and contractor details up
Every surety claims enquiry captures whether a bond is involved, who the bonded contractor and surety company are, and whether notice deadlines have been met — plus a copy of the bond itself — before it lands in your CRM.
The exact intake your surety claims leads complete
This is the real 7-question guided intake for Surety Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified surety claims lead should tell you
A claim made against a surety bond—typically a payment or performance bond—by an unpaid subcontractor or supplier, or by an owner/GC seeking to recover costs after a bonded contractor failed to perform, with the intake needing to confirm bond details, claimant role, and timing.
- Issue Related Construction Project
- There Surety Bond Involved
- Party That Worked On
- Seeking Money Owed Labor/Materials/Equipment,
- Know Name Bonded Contractor
- Nonpayment Or Performance Problem
- Already Sent Any Required
The questions your team needs answered
Every surety claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue related to a construction project in the United States? | Surety bond claims on non-US construction projects fall outside most firms' scope, so this filters jurisdiction fit at the very first question. |
| Is there a surety bond involved (such as a payment bond or performance bond) for the project? | A surety claim can't proceed without a bond actually existing on the project, making this the core viability question for the entire matter. |
| Are you a party that worked on the project or supplied materials/equipment, or the owner/GC who hired the bonded contractor? | Confirming whether the caller worked/supplied the project or is the owner/GC who hired the bonded contractor establishes which side of the claim you'd be representing. |
| Are you seeking money owed for labor/materials/equipment, or costs to fix/complete work because the contractor did not perform as promised? | Distinguishing a money-owed claim from a performance-failure claim determines whether this is a payment bond or performance bond matter. |
| Do you know the name of the bonded contractor and the surety company (or can you get a copy of the bond)? | Knowing the bonded contractor and surety, or having a copy of the bond, tells you how much investigative work is needed before a claim can even be filed. |
| Did the nonpayment or performance problem happen within the last 12 months? | Whether the problem occurred within the last 12 months signals how much runway may remain before notice or claim-filing deadlines lapse. |
| Have you already sent any required notices or made a claim on the bond (or are you still within the deadline to do so)? | Confirming notice has been sent or the deadline hasn't passed is often decisive for whether a bond claim can still be pursued at all. |
How Cliont scores surety claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue Related Construction Project: yes
- There Surety Bond Involved: yes
- Party That Worked On: yes
- Seeking Money Owed Labor/Materials/Equipment,: yes
- Know Name Bonded Contractor: yes
- Nonpayment Or Performance Problem: yes
See the lead your team receives
Surety Claims Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for surety claims workflows
| Cliont capability | Surety Claims application |
|---|---|
| Document upload capture | Requests a copy of the payment or performance bond, plus proof of any notice already sent, so you're not starting the consultation without the bond itself. |
| Weighted lead scoring | Weights bond existence, claimant role, and notice-deadline status heavily, since a claim without a bond or with a lapsed notice period is far less actionable than one with both in place. |
| Role-based lead detail | Surfaces whether the prospective client is the unpaid party or the owner/GC pursuing a defaulting contractor, so the file arrives pre-sorted by claim direction. |
| Timeline flagging | Flags claims where the nonpayment or performance issue happened over 12 months ago, giving you visibility into potential statute or bond-deadline exposure before you commit consultation time. |
Common surety claims lead scenarios
Unpaid subcontractor with known bond details
A subcontractor on a US project confirms a payment bond is in place, names the contractor and surety, and is still within the notice window — this combination of answers routes as a high-priority match.
Owner pursuing performance bond after default
An owner or GC seeking completion costs after a bonded contractor stopped performing is captured differently than an unpaid-labor claim, since the intake distinguishes money-owed claims from performance-failure claims.
Claimant unsure of the surety company
A prospective client who knows a bond exists but can't yet name the surety or produce a copy is still worth review, but the intake flags the missing bond documentation for follow-up before a consultation is booked.
Nonpayment issue from over a year ago
When the nonpayment or performance problem happened more than 12 months ago, the intake weights this lower given possible notice or claim-filing deadlines already passed on the bond.
No bond involved on the project
A dispute where the contractor was never bonded is screened out early, since the entire surety claims process depends on a payment or performance bond actually being in place.
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Surety Claims lead-intake FAQs
How does the intake determine if a surety claim is even viable before we spend time on it?
The intake confirms the project is US-based, that a payment or performance bond is actually in place, and whether the claimant can identify the bonded contractor and surety or produce a copy of the bond. Leads missing the bond entirely are scored much lower since there's no bond to claim against.
Can the intake tell a payment bond claim apart from a performance bond claim?
Yes — the intake asks whether the prospective client is owed money for labor, materials, or equipment, or is instead seeking costs to fix or complete work a contractor failed to deliver, which routes the claim toward a payment-bond or performance-bond fact pattern respectively.
What happens if a claimant doesn't know the surety company's name?
That answer carries a moderate weight rather than disqualifying the lead outright, since many claimants know a bond exists without having the paperwork on hand. It flags the file for you to request the bond copy or contractor details during intake follow-up.
Does the intake check whether notice or claim deadlines have already passed?
It asks whether required notices have been sent or whether the claimant is still within the deadline to make a bond claim, which is one of the higher-weighted signals since missed deadlines can bar a claim entirely.
Will a lead with no bond or a non-US project still reach my CRM?
It can still be delivered, but both the missing-bond answer and the non-US project answer carry low weights, so those leads score well below a claimant who has a bond, a known surety, and a timely notice history.
How does the intake distinguish a subcontractor claimant from an owner or GC?
One question directly asks whether the prospective client worked on or supplied the project versus being the owner or GC who hired the bonded contractor, which lets you see claimant role before the consultation instead of discovering it live.
Turn surety claims visitors into qualified cases
Give every surety claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.