See which claims were already denied before you offer a free
Cliont's intake confirms whether a claimant holds a private disability policy, whether the insurer has denied or reduced benefits, and whether medical records back up the limitation — then routes denial letters and supporting documents straight into your CRM.
The exact intake your private disability insurance claims leads complete
This is the real 7-question guided intake for Private Disability Insurance Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified private disability insurance claims lead should tell you
A claim under a private disability insurance policy — employer-provided or individually purchased, separate from SSDI or SSI — that the intake needs to confirm is active, recently denied or reduced, and supported by medical evidence of an inability to work.
- Have Private Disability Insurance
- Unable Work (Or Limited
- Filed Disability Claim Under
- Insurance Company Denied Claim,
- Denial Or Benefit Reduction
- Have Medical Records Or
- Located In United States
The questions your team needs answered
Every private disability insurance claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have a private disability insurance policy (through your job or one you bought yourself)? | Confirms there's an actual private policy underlying the claim, which separates this lead from SSDI or SSI inquiries. |
| Are you currently unable to work (or limited in working) because of a medical condition or injury? | Establishes that a genuine medical inability to work exists, which is the underlying basis for any private disability claim. |
| Have you filed a disability claim under that private policy, or do you plan to file one soon? | Distinguishes an active or imminent claim from someone still weighing whether to file. |
| Has the insurance company denied your claim, stopped your benefits, or offered less than you believe you should receive? | This is the highest-weighted question in the catalog since a denial or reduction is typically what triggers the need for legal representation. |
| Did the denial or benefit reduction happen within the last 12 months? | Recency matters because private policies often carry strict appeal deadlines that shrink the window in which representation is useful. |
| Do you have medical records or a doctor who can support that your condition limits your ability to work? | Signals whether there's existing medical evidence to support an appeal, or whether that evidence still needs to be built. |
| Are you located in the United States? | Confirms the claimant falls within a jurisdiction the firm can actually take on before a consultation is scheduled. |
How Cliont scores private disability insurance claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Private Disability Insurance: yes
- Unable Work (Or Limited: yes
- Filed Disability Claim Under: yes
- Insurance Company Denied Claim,: yes
- Denial Or Benefit Reduction: yes
- Have Medical Records Or: yes
See the lead your team receives
Private Disability Insurance Claims 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 private disability insurance claims workflows
| Cliont capability | Private Disability Insurance Claims application |
|---|---|
| Weighted lead scoring | The denial or benefit-reduction question carries the highest weight in this catalog, so a claimant reporting a denial scores meaningfully higher than one who hasn't filed yet. |
| Document capture | The intake collects denial letters and policy documents alongside the answers, so you see the paper trail before deciding on a consultation. |
| Conditional branching | Questions about filing and denial only matter once policy ownership is confirmed, keeping the flow relevant instead of asking claim-status questions to someone with no policy at all. |
| CRM routing | Qualified claims — with denial details and medical-record status attached — are sent straight to your CRM instead of sitting in a shared inbox. |
Common private disability insurance claims lead scenarios
Recent denial, strong medical file
The claimant's policy was denied or reduced within the last year and they already have supporting medical records — the intake surfaces this as a strong, time-sensitive case.
Claim not yet filed
The claimant holds a policy and is unable to work but hasn't filed or been denied yet — the intake still captures the case but scores it lower than a live denial.
Old denial outside the window
The insurer denied or cut benefits more than 12 months ago, which the intake flags separately since appeal deadlines under private policies can be strict.
No medical documentation yet
The claimant reports being unable to work but has no doctor or records to support it, so the intake highlights a documentation gap before a consultation is booked.
Claimant outside the US
The intake's location question separates out claimants who aren't based in the US, since jurisdiction and licensing typically won't support representation.
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 social security and disability intake templates
Private Disability Insurance Claims lead-intake FAQs
How does the intake tell a private policy claim apart from an SSDI or SSI inquiry?
The first question asks directly whether the person holds a private disability policy through work or one they bought themselves, so claimants describing SSDI or SSI situations are routed differently instead of being mixed into this queue.
What if the claimant hasn't been denied yet?
The intake still records whether they've filed or plan to file, but since the denial or reduction question carries the highest weight in the catalog, a case without a denial yet will score lower than one with an active denial.
Does the intake flag claims outside a typical appeal window?
Yes — it asks whether the denial or benefit reduction happened within the last 12 months, which helps you spot cases where deadlines may already be tight before you commit consultation time.
What documentation does the intake collect before a consultation?
It asks whether the claimant has medical records or a treating doctor who can support the work limitation, and required uploads include the denial letter and any policy documents so you're not starting from scratch.
Does the intake screen out claimants outside the US?
Yes, it asks whether the claimant is located in the United States, and that answer carries a heavy weight difference so out-of-jurisdiction inquiries don't get routed as ready-to-consult leads.
How is this different from the Long Term Disability ERISA intake?
This intake asks a general policy-ownership question without branching into ERISA-specific plan details, so if your practice separates employer-sponsored ERISA claims from individually purchased private policies, you'd route those leads through the Long Term Disability ERISA subservice instead.
Turn private disability insurance claims visitors into qualified cases
Give every private disability insurance claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.