Subrogation intake that captures the repayment dispute up front
Prospective clients confirm the insurer already paid on their loss, identify the responsible party, and flag any active dispute over repayment or a settlement split, while uploading demand letters and claim documentation before you ever pick up the phone.
The exact intake your subrogation leads complete
This is the real 7-question guided intake for Subrogation — the same flow your customers finish before you ever pick up the phone.
What a qualified subrogation lead should tell you
Recovery of money an insurance company already paid out on a policyholder's loss, pursued against the person or business responsible for causing that loss. Qualification turns on confirmed insurer payment, an identifiable liable party, and whether repayment or a settlement split is already in dispute.
- Insurance Company Pay Money
- Someone Else ( Person
- Know Who Responsible Person
- Loss Happen In United
- Loss Happen Within Last
- Insurance Company Asked Repay
- There Active Dispute About
The questions your team needs answered
Every subrogation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did an insurance company pay money for a loss you had (like a car crash, property damage, or medical bills)? | Without confirmed insurer payment there's no subrogation right to pursue, making this the foundational qualifying question. |
| Was someone else (a person or business) responsible for causing that loss? | A subrogation claim only exists if a separate party caused the loss, so a 'no' here signals the matter likely isn't subrogation at all. |
| Do you know who the responsible person or business is, or do you have enough information to identify them? | Knowing or being able to identify the liable party determines how quickly recovery can proceed, so an unknown party lowers priority. |
| Did the loss happen in the United States? | U.S. jurisdiction affects which recovery process and venue applies, so this shapes fit without being a hard disqualifier. |
| Did the loss happen within the last 3 years? | How recently the loss occurred bears on limitations exposure, so older losses score lower for prioritization purposes. |
| Has an insurance company asked you to repay them, sign papers, or cooperate so they can recover money from the responsible party? | An insurer already requesting repayment or cooperation shows the recovery process has started, raising the lead's value. |
| Is there an active dispute about who should pay, how much should be repaid, or how any settlement money should be split? | An active dispute over who pays or how a settlement is split signals a matter that needs attorney attention sooner rather than later. |
How Cliont scores subrogation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Insurance Company Pay Money: yes
- Someone Else ( Person: yes
- Know Who Responsible Person: yes
- Loss Happen In United: yes
- Loss Happen Within Last: yes
- Insurance Company Asked Repay: yes
Urgency signals
- There Active Dispute About
See the lead your team receives
Subrogation 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 subrogation workflows
| Cliont capability | Subrogation application |
|---|---|
| Weighted lead scoring | Combines confirmed insurer payment, a known responsible party, and U.S./recent-loss timing into a single score, so firms see the strongest recovery matters first. |
| Urgency flagging | Automatically surfaces any lead where a dispute over repayment or settlement split is already active, ahead of undisputed matters. |
| Document capture at intake | Collects demand letters and payment documentation up front, so the file arrives with proof of what the insurer actually paid. |
| CRM routing | Sends only leads that clear the subrogation catalog - confirmed payment, identifiable liable party - into your CRM instead of every insurance-adjacent enquiry. |
Common subrogation lead scenarios
Insurer already demanding repayment
The client's insurer has asked them to sign papers or cooperate with recovery, and there's already a dispute over who pays or how much - the intake flags this as urgent for faster review.
Clean loss, known liable party
Insurer paid the claim, the responsible party is identified, the loss happened in the U.S. within the last 3 years, and no dispute has surfaced yet - a straightforward matter to prioritize.
Responsible party still unknown
The client confirms the insurer paid but can't yet identify who caused the loss - the intake still captures the lead but scores it lower until identification is resolved.
Loss outside timeframe or jurisdiction
The loss happened more than 3 years ago or outside the United States - these answers pull the score down without being an automatic disqualifier, so you can still triage manually.
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
Subrogation lead-intake FAQs
How does the intake tell a real subrogation matter apart from a general insurance dispute?
It starts by confirming the insurer already paid money for the loss and that a separate person or business caused it - both are high-value signals, and a 'no' on either lowers the score significantly.
What happens if the prospective client doesn't know who's responsible for the loss?
The intake still records the lead, but a 'no' answer on identifying the responsible party carries a lower weight, so those matters are ranked below cases with a known liable party.
Does the intake flag active disputes over settlement splits or repayment amounts?
Yes - a dispute over who pays, how much, or how settlement money should be divided is treated as an urgency signal so those enquiries surface for review ahead of undisputed matters.
Is a loss that happened outside the United States automatically screened out?
No - it's asked as a qualifying question and weighted lower rather than disqualifying, since some firms still want visibility into those enquiries before deciding.
Can the intake catch matters where the insurer has already requested cooperation?
Yes - whether an insurer has asked the client to repay, sign papers, or cooperate with recovery is a specific catalog question, and a 'yes' raises the lead's score.
Does this intake also cover related claims like UM/UIM auto or first-party property?
This page is built specifically for subrogation. UM or UIM Auto Claims and First-Party Property Claims are separate sibling subservices with their own qualification catalogs.
Turn subrogation visitors into qualified cases
Give every subrogation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.