1.Receives partner submission
Integrate Sub-Zap by Zapier and mapping tools to process the partner submission into a unified quote payload.
Create and hand off insurance quote to customer
Automatically receive partner quote submissions across Sub-Zap by Zapier and Code by Zapier. Create and update quotes and hand off quote links to customers and notify underwriting teams when partner submissions arrive or country fields change or quote payloads finalizeβso you can protect turnaround time without manual reporting.
How this automation hands off customer quotes reliably
When partner submissions arrive without a consistent handoff path, quote delays can stall underwriting and confuse customers. This automation receives and builds a quote payload, posts it to an external quote API, hands off the finalized quote, and notifies your teamβso you can deliver quotes faster.
Sub-Zap by Zapieror swap with your favorite app
2.Builds and posts quote payload
Integrate Code by Zapier, external quote APIs, and request mapping to post the quote payload and capture quote results.
Code by Zapieror swap with your favorite app
3.Waits before qualifying handoff
Integrate Delay by Zapier and conditional routing tools to wait one minute and proceed only for qualifying records.
Delay by Zapieror swap with your favorite app
4.Calls handoff endpoint
Integrate Code by Zapier and API response mapping to call the handoff endpoint and extract the customer-facing link.
5.Notifies team with quote summary
Integrate Slack and alert formatting to send the quote summary to your configured team channel with troubleshooting context.
Slackor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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