Add new insurance policy leads to tracker sheet

Your new insurance policy events miss the lead tracker, causing manual entry and stalled welcome campaigns. Leads are added automatically so campaign managers can start nurture same day.

Overview

When policy events bypass your lead tracker, campaign managers miss early nurture and onboarding windows and marketing ops spends time on manual fixes. This flow captures each qualifying policy event into your lead sheet so campaign teams can act on complete records within minutes and begin outreach the same day.