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Create client records from intake webhook for new prospects

Create client records from intake webhook for new prospects

Your applicant intake submissions often arrive unprocessed, delaying policy starts and quote delivery. Capture and populate client records for intake coordinators and agents so enrollments proceed same day.

Create client records from intake webhook for new prospects

Overview

Intake submissions that sit unprocessed slow quoting and delay policy starts. This flow converts webhook submissions into complete client records so intake coordinators and agents can quote and enroll same day, reducing backlog and handoffs.

Create client records from intake webhook for new prospects