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.
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 intake—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 list—so your team can respond at the moment of request.
Analizador de correo electrónico de Zapieror swap with your favorite app
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.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.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.
Código de Zapieror swap with your favorite app
5.Sends the quote link email
Integrar SMTP by Zapier and transactional email tools to send an offer email con the generated quote link to the requester.
SMTP de Zapieror swap with your favorite app
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
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Speed up quote generation with automated request capture, lead routing, and quote updates
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Paso 1
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Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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