Create and route new agent application for review
Create and route new agent application for review
Your agent applications arrive as unstructured form entries, slowing license checks and delaying onboarding. They are consolidated, normalized, and routed for staff review so cases progress same day.
Workflow preview:
Zap details:
Overview
Stop letting agent applications sit in inboxes and spreadsheets; this flow captures each submission, standardizes names and addresses, and produces a clear pending queue for Agent Relations. Your operations team can complete license verifications and move cases forward same day.