Add new life insurance leads to master sheet

You get life insurance leads that lack consistent contact fields, so reps waste time parsing info and prospects go cold. Leads become ready for outreach and appointments within minutes.

Overview

When social lead forms arrive with inconsistent fields, your agents spend time cleaning data instead of calling prospects. This flow centralizes and standardizes life insurance leads into a single master sheet, flagged for same-day outreach so agents can book appointments within hours.