1.Monitors new entry submissions
Integrate Cognito Forms and intake mapping templates to capture each new submission and reference the record for quote creation.
Create quote records from intake forms for personal lines
Automatically monitor new entry submissions in Cognito Forms across insurance quote intake workflows. Create and update records when submissions pass the filter, phone normalization returns values, or DOB formatting completes—so you can create quote entries, standardize contact phone, and set consistent DOBs without manual data entry.
How this automation creates quote records from intake forms
When new entry submissions arrive, unqualified or messy data can stall quote workflows and waste underwriting time. This automation captures intake entries, filters eligibility, normalizes phone, formats DOBs, and creates structured quote records—so your team moves faster.
コグニトフォームor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and eligibility rules to continue only when submissions meet configured criteria.
Filter by Zapieror swap with your favorite app
3.Normalizes phone fields
Integrate Sub-Zap by Zapier and phone normalization logic to return standardized area code and local phone segments.
ZapierのSub-Zapor swap with your favorite app
4.Formats DOB fields
Integrate Formatter by Zapier and date formatting templates to convert applicant DOBs into MM/DD/YYYY outputs.
Formatter by Zapieror swap with your favorite app
5.Creates quote record entry
Integrate Cognito Forms and mapping fields to create a structured quote record from normalized applicant and driver data.
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Speed up quote generation with automated request capture, lead routing, and quote updates
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ステップ 1
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Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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