Bad faith intake that captures the denial and delay pattern up front
Every submission captures whether a valid policy and filed claim existed, how the insurer actually responded, and what financial harm followed, plus denial letters and policy documents, so you can see which bad faith matters are worth a consultation before you pick up the phone.
The exact intake your bad faith litigation leads complete
This is the real 8-question guided intake for Bad Faith Litigation — the same flow your customers finish before you ever pick up the phone.
What a qualified bad faith litigation lead should tell you
Bad faith litigation involves pursuing an insurance company that denied, delayed, or underpaid a claim it should have covered; qualifying the lead means confirming a valid policy and filed claim existed, how the insurer actually responded, and whether that response caused real financial harm.
- Insurance Company ’Re Having
- Have (Or Did Have)
- File Claim With Insurance
- Insurance Company Denied Claim,
- Insurance Company Delayed Claim
- Insurance Company Ask Unnecessary
- Have Financial Harm Because
- This Denial Or Major
The questions your team needs answered
Every bad faith litigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the insurance company you’re having problems with based in the United States or handling a claim for a loss in the United States? | U.S. jurisdiction over the insurer or loss is close to a threshold requirement for most bad faith claims, so a no answer is weighted far lower and flags a likely referral-out situation. |
| Do you have (or did you have) an insurance policy that should cover the loss (such as auto, home, renters, health, disability, or life)? | Without a valid covering policy there's no bad faith claim to bring, so this carries the top weight in the catalog. |
| Did you file a claim with the insurance company for this loss? | A claim has to have actually been filed before an insurer's handling of it can be challenged as bad faith. |
| Has the insurance company denied your claim, offered much less than you believe is fair, or refused to pay benefits that should be covered? | An outright denial or lowball offer is the clearest fact pattern for bad faith and is weighted highest in the catalog. |
| Has the insurance company delayed your claim for a long time or failed to give a clear decision after you provided the requested information? | Unreasonable delay after all requested information was submitted is a recognized bad faith indicator even without a formal denial. |
| Did the insurance company ask for unnecessary paperwork, keep changing what it needs, or stop responding for long periods? | Shifting or excessive paperwork demands and unresponsiveness suggest the insurer may be stalling rather than genuinely evaluating the claim. |
| Do you have financial harm because of the insurance company’s handling of the claim (for example, unpaid bills, repairs not done, lost income, or out-of-pocket costs)? | Provable financial harm turns a claims dispute into a case with real damages worth pursuing. |
| Did this denial or major delay happen within the last 2 years? | How recently the denial or delay occurred matters for statute-of-limitations exposure, so this answer is weighted to favor fresher claims. |
How Cliont scores bad faith litigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Insurance Company ’Re Having: yes
- Have (Or Did Have): yes
- File Claim With Insurance: yes
- Insurance Company Denied Claim,: yes
- Insurance Company Delayed Claim: yes
- Insurance Company Ask Unnecessary: yes
See the lead your team receives
Bad Faith Litigation 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 bad faith litigation workflows
| Cliont capability | Bad Faith Litigation application |
|---|---|
| Weighted lead scoring | Combines the denial, delay, and paperwork-stonewalling answers into one score, so a claim that's been outright denied outranks one that's simply been slow to process. |
| Conditional question branching | If there was never a covering policy for the loss, the intake can stop pursuing further denial and delay detail rather than building out a full profile on a matter you wouldn't take. |
| Document and photo upload widget | Collects the denial letter, policy declarations page, and insurer correspondence up front, so you're not chasing paperwork before the consultation. |
| CRM routing rules | Sends claims with a denial or major delay inside the last two years and documented financial harm straight to your CRM, ahead of older or jurisdictionally weaker matters. |
Common bad faith litigation lead scenarios
Outright claim denial
The insurer denied a covered auto or homeowners claim in the last two years and the prospective client can point to unpaid bills or repairs, which pushes the score toward the top of the queue.
Slow-walked claim, no formal denial
There's no denial letter yet, but the insurer has delayed for months and kept changing what paperwork it needs, so the intake still surfaces financial harm and the paperwork-stalling pattern as reasons to review.
Underpaid rather than denied
The insurer paid out, but far less than the prospective client believes is fair, so the intake flags the gap between claim and offer alongside proof of ongoing out-of-pocket costs.
Denial outside the two-year window
The claim was denied more than two years ago, which lowers the score relative to a fresh denial and lets you decide if a statute-of-limitations conversation is worth having before booking time.
No underlying policy in place
The prospective client never actually held a covering policy for the loss, so the intake flags this early rather than routing a matter you'd never take toward your calendar.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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 insurance law intake templates
Bad Faith Litigation lead-intake FAQs
How does the intake separate a real bad faith delay from normal claims processing?
The catalog asks separately whether the insurer delayed without a clear decision after documentation was submitted and whether it kept demanding new or shifting paperwork, so a routine processing window doesn't score the same as a claim that's been stalled or stonewalled.
Does the intake still qualify a lead if the insurer hasn't formally denied the claim yet?
Yes. Denial carries the highest weight, but the catalog also weighs long delays and repeated paperwork demands, so a claim that's being slow-walked rather than denied can still score high enough to route to your CRM.
What happens if the denial or delay happened more than two years ago?
That answer is weighted lower than a denial within the last two years, so older matters still come through but rank behind fresh denials where a statute-of-limitations clock may be tighter.
Can the intake handle a claim tied to a loss outside the United States?
The first question checks whether the insurer or the loss is U.S.-based, and a no answer is weighted far lower, so those leads still reach you but are clearly flagged as a weaker fit before you offer time.
Does the intake ask what type of policy is involved?
It asks whether a covering policy existed, such as auto, home, renters, health, disability, or life, so you can see the coverage type at a glance instead of discovering it on the call.
What documentation does the intake collect before the consultation?
It's built to gather the denial letter or adjuster correspondence, the policy declarations page, and any proof of financial harm like unpaid bills or repair estimates, so those materials are already in your CRM when you review the lead.
Turn bad faith litigation visitors into qualified cases
Give every bad faith litigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.