Skip to content

Send personalized insurance quote links to new prospects

Automatically parse new quote request emails across Email Parser by Zapier, Code by Zapier, SMTP by Zapier, and Brevo. Create and update when quote requests arrive, quote intent is detected, or messages match quote intakeβ€”so you can generate capped quote links, send offer emails, and update marketing contacts without manual follow-up.

How this automation accelerates quote delivery

When parsed quote request emails arrive, delayed replies can stall new policy conversations and reduce conversion rates. This automation filters intent, formats details, generates a capped quote link, sends the offer email, and updates your contact listβ€”so your team can respond at the moment of request.

  1. 1.Detects new parsed email

    Integrate Email Parser by Zapier and email intake tools to detect quote request emails and to trigger quote link processing.

    Email Parser by Zapieror swap with your favorite app
  2. 2.Continues only qualifying messages

    Integrate Filter by Zapier and routing rules to continue only for messages that match quote intent and to route qualifying requests.

    Filter by Zapieror swap with your favorite app
  3. 3.Formats birthdate and names

    Integrate Formatter by Zapier and data normalization tools to format birthdate to ISO and to trim name fields.

    Formatter by Zapieror swap with your favorite app
  4. 4.Sanitizes inputs and builds link

    Integrate Code by Zapier and quote URL tools to sanitize numeric inputs and to generate a capped personalized quote link.

    Code by Zapieror swap with your favorite app
  5. 5.Sends the quote link email

    Integrate SMTP by Zapier and transactional email tools to send an offer email with the generated quote link to the requester.

    SMTP by Zapieror swap with your favorite app
  6. 6.Adds or updates contact

    Integrate Brevo and marketing lists to add or update the contact and to tag by vehicle type for nurture campaigns.

    Brevoor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Related automations

  • Apps: Kajabi, Filter by Zapier, Google Sheets
    Swap with your favorite apps.

    Add active insurance leads to agent quote spreadsheet

    Your tagged insurance leads lack a central record, leaving agents with scattered contact details and delayed quotes. Capture leads into one quote sheet so agents can follow up within minutes.

  • Apps: Airtable, Filter by Zapier, Sub-Zap by Zapier
    Swap with your favorite apps.

    Create and email personalized insurance quotes to prospects

    You miss timely outreach when quote records accumulate in your database, delaying client enrollment conversations. Receive tailored quote emails to prospects same day.

  • Apps: Sub-Zap by Zapier, Code by Zapier, Delay by Zapier, Slack
    Swap with your favorite apps.

    Create and hand off insurance quote to customer

    Your partner quote requests often lack automated pricing or routing, delaying quote creation and customer outreach. Generate and hand off quotes to customers same day for underwriting review.

  • Apps: Webhooks by Zapier, Filter by Zapier, Formatter by Zapier
    Swap with your favorite apps.

    Create insurance quote requests from purchase loan updates

    Purchase loan updates without insurance intake cause quote delays. Brokers receive borrower and property details in your quoting pipeline, enabling ready-to-quote requests same day.

  • Apps: Facebook Lead Ads, Formatter by Zapier, Webhooks by Zapier
    Swap with your favorite apps.

    Create new insurance proposals from social lead forms

    Your social lead form submissions lack structured details and delay proposal creation. Create proposal records automatically so reps can send quotes same day.

  • Apps: Cognito Forms, Filter by Zapier, Zapier Tables, OneDrive
    Swap with your favorite apps.

    Create personal-lines quote records from web intake form

    Your personal-lines quote requests sometimes lack consistent fields or uploaded documents, delaying agent review and quotes. Agents reply same day with full records and attachments.

  • Apps: Cognito Forms, Filter by Zapier, Sub-Zap by Zapier, Formatter by Zapier
    Swap with your favorite apps.

    Create quote records from intake forms for personal lines

    Your personal-lines intake forms arrive unstructured, delaying pricing and creating underwriting rework. Structured quote records are created and normalized so your quoting team can price and follow up same day.

  • Apps: HubSpot, Filter by Zapier, Airtable, Gmail
    Swap with your favorite apps.

    Notify operations and create quote records for advisers

    Your research-complete client records sit unactioned, delaying insurance quote creation and onboarding handoffs. Get operations notified and quote records created so advisers can begin proposals same day.

  • Apps: Zapier Tables, Sub-Zap by Zapier, Filter by Zapier, Delay by Zapier, Paths by Zapier
    Swap with your favorite apps.

    Send cyber liability quote emails to uncovered clients

    Your client records lacking cyber coverage leave you without a reliable cross-sell list and delay outreach. Get targeted quote emails and appointment links so you convert more clients before renewal.

  • Apps: Airtable, Filter by Zapier, Sub-Zap by Zapier
    Swap with your favorite apps.

    Send flexible insurance quote email with attachments to client

    When quote records go unprocessed, agents can't personalize proposals and clients wait for pricing. You receive tailored quote emails to prospects and households for faster decisions, often same day.

  • Apps: Zapier Forms, Webhooks by Zapier, Gmail
    Swap with your favorite apps.

    Send homeowners insurance quote email with loan details attached

    Your homeowners quote form submissions sit unshared, causing originators to miss timely referral context. Recipients get the prepared quote and attachment immediately for same-day outreach.

  • Apps: Follow Up Boss, Filter by Zapier, Zapier Tables, Sub-Zap by Zapier
    Swap with your favorite apps.

    Send insurance quote request when offer stage updates

    Your buyer CRM moves to submitting offers without an insurance quote, leaving agents unsure about affordability. Send quote requests to agent and insurer automatically so offers proceed on time.

  • Explore all quote generation automations

    Speed up quote generation with automated request capture, lead routing, and quote updates

    View all

Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Ready to automate your workflow securely?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.