Life Insurance Leads

Life insurance lead field template

Lead Capsule ships a pre-built field template for life insurance leads, so a new campaign starts with the standard intake fields already defined instead of a blank form.

What the template covers

The life insurance template is the largest of the pre-built templates, covering the full underwriting-style intake used for life insurance leads, grouped into:

• Contact and identity fields (name, phone, email, address, gender, education level, occupation)
• Household fields (marital status, residence type, years and months at residence)
• Health and lifestyle fields (height, weight, tobacco and alcohol use, medical conditions, medications, hospitalization, pregnancy)
• Risk fields (hazardous occupations or activities, DUI history, license status, family medical history)
• Coverage fields (coverage type, term, amount, current insurer, policy expiration)
• Consent fields (email, auto-dial, SMS, MMS, and prerecorded-message consent)
• Lead tracking fields (sub ID, IP address, lead generation date)

Built to customize

Every field the template creates is optional to keep - add your own fields, remove ones you don't need, or layer in custom field definitions for anything specific to your life insurance campaigns. See supported lead verticals for the full list of pre-built templates.