Add quote requests to contacts and queue call
Add quote requests to contacts and queue call
Your umbrella quote form entries often arrive untriaged, leaving agents without caller context. It creates contacts, queues a fast call, and sends an email so leads are contacted same day.
Overview
When online umbrella quote requests arrive untriaged, warm prospects can cool before an agent reaches them. This flow converts each form submission into a contact, enriches it, queues an immediate call, and sends a welcome email so your agents can engage leads same day.