Create insured prospect and opportunity from quote request
Create insured prospect and opportunity from quote request
Your quote requests lack a tracked applicant and opportunity, leaving producers without contact context. Get applicant records with opportunity details so producers can follow up same day.
Overview
Untracked quote submissions create blind spots that slow producers and leak opportunity. This flow creates a populated applicant record and linked opportunity automatically so your producers have outreach-ready prospects and can follow up same day.