Instapage + Insurgo
Create individual clients in Insurgo for new Instapage form submissions
Effortlessly manage your insurance client onboarding process with this Instapage to Insurgo workflow. When a new form is submitted through Instapage, a corresponding individual client will be created in Insurgo, streamlining your data entry process and saving you valuable time. Stay organized and focus on growing your insurance business by automating this essential task.
Effortlessly manage your insurance client onboarding process with this Instapage to Insurgo workflow. When a new form is submitted through Instapage, a corresponding individual client will be created in Insurgo, streamlining your data entry process and saving you valuable time. Stay organized and focus on growing your insurance business by automating this essential task.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Individual Client
Creates a new individual client
- Free forever for core features
- 14 day trial for premium features & apps
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Help Text
Try ItTrigger only if a certain attribute changes
Try ItContract Created by Client
Triggers when a new contract was created in Insurgo by a Client
Try ItSalutation
First nameRequired
Last nameRequired
E-mail
Segment
Marital status
State
Title
Date of birth
Phone
Mobile
Business phone
Fax
Current proficiency
Learned proficiency
Position proficiency
Retirement age
Street
House number
Zip
City
Country
Mailing address enabled?
Mailing address name or company name
Mailing address c/o
Mailing address street
Mailing address house number
Mailing address zip
Mailing address city
Mailing address country
Tag ids
