First-party claims intake that flags denials and delays up front
Ask whether the policy was active at the time of loss, whether the insurer denied, delayed, or lowballed the payout, and whether repair costs top $5,000 — then collect the policy, denial letter, and photos before the file lands in your CRM.
The exact intake your first-party property claims leads complete
This is the real 7-question guided intake for First-Party Property Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified first-party property claims lead should tell you
A first-party property claim is a policyholder's own insurer-facing dispute over damage to real or personal property they insured themselves, qualified by whether coverage was active, a claim was actually filed, and the insurer denied, delayed, or underpaid it.
- Damaged Property Covered By
- Have Active Policy At
- Report Damage Insurance Company
- Insurance Company Denied Claim,
- Damage Happen Within Last
- Estimated Cost Repair Or
- Have Documents Related Claim
The questions your team needs answered
Every first-party property claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the damaged property covered by your own insurance policy (like homeowners, renters, condo, or business property insurance)? | Confirms the damage is covered under the client's own policy, which is what makes this a first-party matter at all rather than a third-party liability question. |
| Did you have an active policy at the time the damage happened? | A lapsed policy at the time of loss usually means there is no coverage to fight for, so this is the threshold gate for the whole claim. |
| Did you report the damage to your insurance company or start a claim? | The insurer needs a filed claim on record before there can be a denial or delay to dispute. |
| Has your insurance company denied your claim, delayed a decision, or offered less money than you believe is needed to repair or replace the damage? | Denial, delay, or underpayment is the actual dispute that generates fee-worthy work, so it carries the highest weight in the catalog. |
| Did the damage happen within the last 2 years? | Recent damage is more likely to fall within notice periods and statutes of limitation than a loss from several years back. |
| Is the estimated cost to repair or replace the damage more than $5,000? | A repair estimate above $5,000 separates disputes large enough to justify litigation from small claims better resolved directly with the adjuster. |
| Do you have documents related to the claim (like the policy, claim number, denial letter, estimate, photos, or emails/texts with the insurer)? | Existing paperwork like the policy, denial letter, and estimates shortens the time between intake and a substantive consultation. |
How Cliont scores first-party property claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Damaged Property Covered By: yes
- Have Active Policy At: yes
- Report Damage Insurance Company: yes
- Insurance Company Denied Claim,: yes
- Damage Happen Within Last: yes
- Estimated Cost Repair Or: yes
Urgency signals
- Have Active Policy At
See the lead your team receives
First-Party Property Claim 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 first-party property claims workflows
| Cliont capability | First-Party Property Claims application |
|---|---|
| Weighted scoring | Denial, delay, or underpayment carries the heaviest weight in the catalog, so a lead with an active policy and a lowball offer outranks one that simply had damage but never filed. |
| Document capture | The intake asks directly whether the client has the policy, claim number, denial letter, estimate, or insurer correspondence, and collects them before the file reaches your CRM. |
| Video intake widget | Lets a client describe in their own words what the insurer said or offered, which is often clearer than a checkbox for distinguishing a real denial from a routine adjuster request. |
| Automated CRM routing | Only claims that pass the active-policy and reported-claim checks get pushed through automatically, keeping unfiled or lapsed-policy inquiries out of your active pipeline. |
Common first-party property claims lead scenarios
Denied claim after storm damage
Active policy, damage within the last two years, and an outright denial from the insurer — the intake weights this combination toward High Priority.
Insurer offers far less than repairs cost
The claim was filed and is active, but the payout is below the repair estimate, which the intake treats as a dispute even without a formal denial.
Damage happened over two years ago
The policyholder has documents and a real dispute, but the age of the loss lowers the score so you can weigh notice or statute concerns before booking a consultation.
Small claim under $5,000
Coverage and reporting check out, but the low repair estimate pulls the score down since these are often better resolved without litigation.
No active policy at time of loss
The property may be covered generally, but if the policy had lapsed before the damage occurred, the intake surfaces this early instead of routing it as a viable first-party matter.
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
First-Party Property Claims lead-intake FAQs
What if the client hasn't received a denial yet, just delays?
The intake treats delay and underpayment the same as an outright denial for scoring purposes, so a stalled claim with an active policy still surfaces as a real dispute rather than getting filtered out for lacking a formal denial letter.
How does this intake tell a first-party claim apart from a third-party liability matter?
The first question confirms the damage is covered under the client's own policy, not a claim against someone else's insurer — if it's the latter, that lead is better routed to your Third-Party Liability Coverage intake instead.
Does the intake screen out old damage automatically?
No claim is auto-disqualified for age, but damage older than two years scores lower so you can decide whether notice deadlines or statute issues still make it worth a consultation.
What happens if the prospective client doesn't have the denial letter or estimate on hand?
Missing documents lower the score slightly rather than blocking the lead, since some clients haven't gathered paperwork yet but still have a legitimate dispute worth a follow-up.
Can the intake flag larger claims for faster follow-up?
Yes — claims with an estimated repair or replacement cost above $5,000 score higher, which lets your team prioritize the consultations most likely to justify the time.
What if the property was never covered by the client's own policy?
If the damage isn't covered under a policy the client holds themselves, the lead scores at the bottom of the range since it likely belongs in a different practice area rather than first-party claims.
Turn first-party property claims visitors into qualified cases
Give every first-party property claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.