Claim-ready intake for collision shops

Capture Insurance Jobs Before the Adjuster Picks the Shop

Carrier, claim number, deductible, drivability, photos, VIN — all collected before your estimator picks up the phone. Walk into every conversation already half-qualified, win more carrier work, and convert pre-claim customers before they get steered to a consolidator.

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Insurance claim intake for body shops — a customer filing an auto insurance claim from their phone after an accident

Insurance work is your bread and butter — only when the leads are actually qualified

On paper, every collision lead looks the same. In reality, the gap between "rear-ended yesterday, claim filed with State Farm, deductible paid, vehicle drivable" and "thinking about getting a quote, not sure if I'll go through insurance" is enormous. One is a booked repair order in the next week. The other is a 20-minute estimator phone call that may never go anywhere. Treating them identically is what burns out your front desk and your gross profit at the same time.

Most body shop websites do exactly that. A generic "request a quote" form, a phone number, and a hope. By the time your estimator pulls the customer's claim status, carrier, deductible, drivability, and date of loss out of them on the phone, the easy win is gone — and so is the next caller you didn't get to. Meanwhile, the insurance company is calling that customer too, ready to nudge them toward a preferred shop.

Our Insurance Claim Lead System is built around the exact questions an estimator would ask, in the order they'd ask them, on a mobile-first intake form a customer can actually finish from their phone. By the time the submission hits your inbox, the qualifying work is done — and a credible preliminary estimate is already attached.

What the system includes

A complete claim-ready lead engine — intake, triage, estimate, and routing — purpose-built for collision repair. Not a generic form builder, not a CRM bolt-on.

Claim-ready intake fields

Carrier, claim number, adjuster name, deductible, at-fault status, date of loss, and rental needs — captured up front so your estimator never has to dig for the basics on the first call.

Drivability triage

Customers tell you whether the vehicle was driven in, towed, or is non-op. That single answer changes how your team responds, schedules tow, and slots the job into your production board.

Photo-based preliminary estimate

The same secure flow captures damage photos and VIN, then returns a preliminary repair range — typically within 10–15% of the final shop quote, backed by our 10,367-case correlation database.

DRP and non-DRP workflows

Whether you're a Direct Repair Program shop or fiercely independent, the intake and routing adapt to your sales motion — including 'right to choose' messaging for non-DRP markets.

Customer claim guidance

Plain-English help for confused customers: what their deductible means, how to open a claim, what to expect from the adjuster, and how to get into your shop fast.

One-screen estimator summary

Every submission becomes a single, scannable lead card with claim status, photos, drivability, and the preliminary estimate — ready to route, schedule, or escalate without a second interview.

How a claim lead actually flows

From the first click to a booked drop-off, every step is engineered to compress the time between accident and repair order.

Customer hits your insurance intake

From a Google search, your missed-call text-back link, or an ad, the customer lands on a mobile-first form built around their accident — not your shop's internal forms.

Smart claim questions, in order

Carrier first, then date of loss, drivability, deductible, and at-fault status. The form branches: filed-claim customers go one way, pre-claim customers get guided through the process.

Photos + VIN + preliminary estimate

The intake captures damage photos and VIN, then returns a credible repair range so the customer feels they got real value — and your shop becomes the obvious choice to finish the job.

Lead lands on the right desk, instantly

Your estimator gets a structured lead card with all claim details, drivability, photos, and the preliminary estimate. First contact is a scheduling call — not 15 minutes of qualification.

Works for DRP and non-DRP shops

The way you sell insurance work is different from the shop across town. The intake adapts to your sales motion.

DRP / preferred shops

Carrier-aligned intake routes State Farm, Geico, Progressive, Allstate, USAA, and Liberty Mutual leads to the right estimator instantly. Claim numbers and adjuster names get captured cleanly, ready to drop into your management system.

Independent / non-DRP shops

Built-in "right to choose your repair shop" messaging, plain-English claim guidance, and a credible preliminary estimate help customers commit to your shop before the insurer steers them somewhere else.

What you can expect

From phone tag to filled bays

The same number of inbound leads, qualified upstream and routed faster. That's how independent shops out-produce consolidators on insurance work without adding headcount.

Stop wasting estimator hours qualifying basics on the phone
Win more insurance jobs by being the first shop to give a clear answer
Route DRP and non-DRP leads through the workflow that fits each one
Convert pre-claim customers before the insurer steers them elsewhere
Give customers credible preliminary numbers they can trust
Get into the production schedule faster — fewer days from call to drop-off

10,367

Real collision cases backing every preliminary estimate

10–15%

Typical accuracy of preliminary range vs. final shop quote

1 screen

Every lead becomes a single, scannable estimator summary

Insurance claim lead questions, answered

Does this only work for DRP shops, or for non-DRP shops too?

Both. DRP shops use the system to pre-qualify carrier-aligned work and route claims to the right estimator instantly. Non-DRP shops use it to help customers navigate the claim process — explaining their right to choose a shop, helping them understand their deductible, and getting the repair scheduled before the insurer steers them somewhere else. The intake fields and follow-up logic are configured to match how your shop sells insurance work.

What if the customer hasn't filed a claim yet?

That's actually one of the most valuable lead types. Our intake captures pre-claim leads (date of loss, at-fault status, carrier) and walks the customer through what they need to do next — including a callable phone number for your team and a simple, plain-English explanation of the claim process. You get the lead before the insurer or a competitor does, which is when the repair order is actually decided.

How does this reduce estimator time per lead?

Today, most shops burn 10–15 minutes per lead on the phone just collecting basics: carrier, claim number, deductible, drivability, date of loss, photos, VIN, contact info. With our intake, that's already on the estimator's screen before the first call. The first conversation becomes a scheduling call, not a qualification call. Across a busy week that easily frees up several hours of estimator capacity.

Will this give my front desk a structured lead they can act on?

Yes. Every submission generates a one-screen lead summary with the claim status, carrier, deductible, drivability, photos, vehicle info, and a preliminary damage report — typically within 10–15% of the final shop quote, backed by our 10,367-case correlation database. Your team can route it, schedule it, or escalate it without re-interviewing the customer.

How does this help us land more insurance jobs vs. losing them to consolidators?

Speed and clarity. The first shop to give the customer a clear answer — what's likely covered, what the repair path looks like, when they can drop off — wins the job at a dramatically higher rate. Consolidators win on volume and process; independent shops win when they respond faster and feel more human. This system lets you do both at once.