Coverage analysis intake that flags denial letters up front
The intake asks whether there's a denial or reservation-of-rights letter, confirms the person filling it out is actually the policyholder or insured, and checks for a U.S. connection before any consultation gets booked. Prospective clients upload the policy and insurer correspondence so you can see the real dispute before you respond.
The exact intake your coverage analysis and opinions leads complete
This is the real 7-question guided intake for Coverage Analysis and Opinions — the same flow your customers finish before you ever pick up the phone.
What a qualified coverage analysis and opinions lead should tell you
Coverage Analysis and Opinions covers reviewing an existing insurance policy or claim — including any denial or reservation-of-rights letter — to determine what that specific policy does and does not cover for a specific insured party.
- Have Insurance Policy (Or
- Insurance Policy Or Claim
- Have Denial, Reservation Rights
- Have Copy Policy (Or
- Coverage Issue Come Up
- Policyholder, Insured Person/Company, Or
- Legal Advice About Coverage
The questions your team needs answered
Every coverage analysis and opinions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have an insurance policy (or claim) you want reviewed to understand what is covered and what is not? | Confirms there's an actual policy or claim to analyze, not just a general insurance question, before any consultation time is offered. |
| Is the insurance policy or claim connected to something in the United States (such as a U.S. insurer, a U.S. policy, or a loss that happened in the U.S.)? | A U.S. connection determines whether the firm can even take the coverage question, since jurisdiction and applicable law depend on where the insurer, policy, or loss is based. |
| Do you have a denial, reservation of rights letter, coverage question, or dispute with the insurer about paying or defending you? | An existing denial, reservation-of-rights letter, or dispute is the strongest signal that legal coverage advice is actually needed now, not just a policy explanation. |
| Do you have a copy of the policy (or can you get it) and key claim documents (like letters or emails from the insurer)? | Having the policy and claim correspondence in hand means the opinion can be based on real documents rather than a secondhand description, which affects how quickly the matter can move. |
| Did the coverage issue come up within the last 3 years? | How recently the issue arose affects timing considerations the firm will want to weigh before committing to the matter. |
| Are you the policyholder, an insured person/company, or someone the insurer is supposed to cover or defend under the policy? | Confirming the person is the actual policyholder or a covered party rules out third parties asking on someone else's behalf who the firm cannot represent on that policy. |
| Are you looking for legal advice about coverage (not just a general explanation of how insurance works)? | Separates people who want a legal opinion on coverage from those who just want insurance explained to them, which is not billable legal work. |
How Cliont scores coverage analysis and opinions leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Insurance Policy (Or: yes
- Insurance Policy Or Claim: yes
- Have Denial, Reservation Rights: yes
- Have Copy Policy (Or: yes
- Coverage Issue Come Up: yes
- Policyholder, Insured Person/Company, Or: yes
See the lead your team receives
Coverage Analysis 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 coverage analysis and opinions workflows
| Cliont capability | Coverage Analysis And Opinions application |
|---|---|
| Conditional document upload | Prompts prospective clients to upload their policy and any denial or reservation-of-rights letter once they confirm a coverage dispute exists, keeping the request relevant to their actual matter. |
| Jurisdiction screening | Uses the U.S.-connection question to flag policies or losses with no American nexus before a coverage opinion consultation gets booked. |
| Insured-party verification | Checks whether the person submitting the intake is the actual policyholder or a party the policy covers, surfacing third-party or unrelated inquiries separately from direct client matters. |
| Lead scoring by dispute stage | Weighs an existing denial or reservation-of-rights letter more heavily than a pre-dispute policy review, so active disputes reach your CRM as higher-priority matters. |
Common coverage analysis and opinions lead scenarios
Fresh denial letter
A commercial policyholder just received a denial or reservation-of-rights letter, has the policy and correspondence ready, and the loss happened in the U.S. within the last few months — the intake flags this as a high-value, consultation-ready lead.
Policy review before filing
A business owner wants the policy read before any claim dispute exists, so the coverage-dispute answer comes back no while the review request and legal-advice questions still confirm they want an opinion — the intake still qualifies it, just without the active-dispute signal.
Documents not gathered yet
The prospective client wants a coverage opinion but doesn't yet have a copy of the policy or claim correspondence, so the intake surfaces that gap instead of booking a consultation on an incomplete file.
Third party asking on someone else's behalf
A contractor or family member is asking about someone else's policy rather than being the named insured or covered party, so the intake flags the mismatch instead of treating it as a direct client inquiry.
Older claim outside recent window
The coverage issue arose more than three years ago, which the intake still records alongside U.S. jurisdiction and insured status so the firm can weigh timing risk before offering time.
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
Coverage Analysis and Opinions lead-intake FAQs
How does the intake handle prospects who don't have their policy documents yet?
It still asks whether a policy or claim exists to review, then separately confirms whether the person can produce the policy and key claim correspondence, so incomplete files are visible before you schedule a consultation.
Can the intake screen out policies with no U.S. connection?
Yes — one question specifically checks whether the insurer, policy, or loss is tied to the United States, which lets you flag jurisdiction issues before offering a coverage opinion.
Does the intake distinguish someone who wants a legal opinion from someone who just wants insurance explained?
Yes, it asks directly whether the person is seeking legal advice on coverage rather than a general explanation of how their policy works, which separates consult-ready leads from information-only inquiries.
How does the intake flag an active dispute with the insurer?
It asks whether there's a denial, reservation-of-rights letter, or other dispute over payment or defense, which is one of the strongest signals used to prioritize a lead for a consultation.
What if the person asking isn't the actual policyholder?
The intake confirms whether the person is the policyholder, an insured, or someone the policy is meant to cover or defend, so requests from unrelated third parties are visible before you commit time.
Is an older coverage issue treated differently from a recent one?
The intake records how long ago the issue arose, so claims within the last three years are distinguished from older ones when you're deciding how to prioritize your queue.
Turn coverage analysis and opinions visitors into qualified cases
Give every coverage analysis and opinions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.