Insurance Needs Analysis
Identify coverage gaps and qualify leads on life stage, assets, and existing cover — before a broker call.
7 Questions
pre-built and weighted
3 min to complete
average completion time
HOT / WARM / COLD
routing included
943 times used
by Fiona McAllister
What your leads will answer
What is your main reason for reviewing insurance?
Intent signal determines HOT routing
Do you have life insurance in place?
Coverage gaps are the primary qualifier
Do you own a property or business?
Assets at risk scale the coverage need
+ 4 more questions included in the full template.
How scoring works
Coverage gaps (40%), life stage (35%), assets at risk (25%). HOT leads have clear coverage needs.
Coverage gaps identified
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Some gaps to address
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Well covered
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