Know which LTD denials still have an open appeal window
Cliont's intake asks whether the LTD policy came through an employer plan, whether benefits were denied or terminated, and whether the appeal deadline is still open, then collects denial letters and medical records before the file reaches your CRM.
The exact intake your long term disability erisa leads complete
This is the real 7-question guided intake for Long Term Disability ERISA — the same flow your customers finish before you ever pick up the phone.
What a qualified long term disability erisa lead should tell you
Long Term Disability ERISA matters involve group disability coverage obtained through an employer or union plan and governed by federal ERISA law, where the intake needs to establish whether benefits were denied or terminated and whether an appeal deadline is still open.
- Seeking Help With Long-Term
- Ltd Insurance Come As
- Been Denied Ltd Benefits,
- Deadline Appeal Or Take
- Have Medical Condition That
- Have Medical Records Or
- Know Insurance Company Or
The questions your team needs answered
Every long term disability erisa intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking help with a long-term disability (LTD) claim or appeal through a policy from an employer or union? | Confirms this is truly an ERISA LTD matter tied to an employer or union policy rather than an unrelated claim type your firm doesn't handle. |
| Did the LTD insurance come as part of your job benefits (not a policy you bought entirely on your own)? | Distinguishes ERISA-governed group coverage from an individually purchased policy, which changes the legal process and whether it belongs with this practice area. |
| Have you been denied LTD benefits, had your benefits stopped, or been told you must appeal? | A denial or termination of benefits is the trigger event for appeal work, so it separates active disputes from claims that haven't reached that stage yet. |
| Is your deadline to appeal or take the next step still open (or are you not sure)? | An open appeal deadline signals time-sensitive work, while a closed deadline may mean the claim needs a different remedy entirely. |
| Do you have a medical condition that keeps you from doing your job (or any job) for an extended period? | Establishes the underlying medical disability the appeal will need to prove, which is the substantive basis of the claim. |
| Do you have medical records or treating providers who can support your disability (or can you get them)? | Existing medical records or a treating provider shortens the time needed to build the appeal file and signals a stronger evidentiary position. |
| Do you know the insurance company or claims administrator handling your LTD claim (or can you find it on letters or your benefits paperwork)? | Knowing the claims administrator lets your team quickly check that carrier's file history and past outcomes before the consultation. |
How Cliont scores long term disability erisa leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Help With Long-Term: yes
- Ltd Insurance Come As: yes
- Been Denied Ltd Benefits,: yes
- Deadline Appeal Or Take: yes
- Have Medical Condition That: yes
- Have Medical Records Or: yes
See the lead your team receives
Long Term Disability ERISA 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 long term disability erisa workflows
| Cliont capability | Long Term Disability ERISA application |
|---|---|
| Guided qualification form | Walks the claimant through whether their LTD policy came from an employer or union plan and whether benefits were denied before they ever request a consultation. |
| Document upload | Collects the denial letter and available medical records at intake so your team can gauge the appeal timeline before the first call. |
| Lead scoring | Weighs a confirmed denial and an open appeal deadline heavier than the initial interest question, so a claim still in the initial-claim stage doesn't score like a live appeal. |
| CRM routing | Sends only claims tied to an employer or union group policy with a denial or termination event into your CRM, instead of every general LTD inquiry. |
Common long term disability erisa lead scenarios
Fresh Denial, Deadline Open
The claimant confirms an employer group LTD policy, a formal benefit denial, and a still-open appeal window, so the intake flags this file as ready for attorney review right away.
Policy Not Yet Denied
The claimant has an employer-based LTD policy but benefits haven't been denied or stopped yet, so the intake captures the details without pushing the file toward an appeal consultation.
Missing Medical Documentation
The claimant reports a disabling condition but doesn't yet have medical records or a treating provider on file, so the intake flags the gap for follow-up before the appeal timeline can be assessed.
Individually Purchased Policy
The claimant is seeking LTD help but the policy wasn't obtained through an employer or union, so the intake surfaces that it may fall outside ERISA and fit better under a private disability insurance claim.
Unsure Of Deadline Or Insurer
The claimant isn't sure whether the appeal deadline has passed or who the claims administrator is, so the intake collects what paperwork exists and flags the file for a time-sensitive check.
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- Photo, video & file upload
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More social security and disability intake templates
Long Term Disability ERISA lead-intake FAQs
How does the intake separate ERISA-governed LTD claims from privately purchased disability policies?
It asks whether the LTD coverage came through an employer or union plan versus a policy purchased entirely on your own; a 'no' answer signals the claim may fit Private Disability Insurance Claims instead of ERISA.
What if the claimant isn't sure whether their appeal deadline has passed?
The intake treats an open-or-unsure deadline as worth following up on quickly, since ERISA appeal deadlines are fixed and missing one can end the claim.
Does the intake collect medical records before the consultation?
It asks whether the claimant has medical records or a treating provider who can support the disability, or can obtain them, so your team knows the evidentiary starting point before the call.
Can the intake identify which insurer or claims administrator is involved?
Yes, it asks whether the claimant knows the insurance company or claims administrator handling the LTD claim, letting your team check carrier history before the consultation.
What happens if benefits haven't actually been denied yet?
The intake still records the employer-based policy and medical condition details, but a claim without a denial or termination scores lower than one already in appeal, since there's often no immediate action to take.
How is this different from the SSDI Claims or Reconsiderations intake?
This intake is built around employer or union group LTD coverage and ERISA appeal deadlines, not the Social Security process used in SSDI Claims, Reconsiderations, or Hearings Before ALJ.
Turn long term disability erisa visitors into qualified cases
Give every long term disability erisa visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.