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Create lead items from new brokerage form submissions

Create lead items from new brokerage form submissions

Your insurance form submissions often arrive untriaged, causing delayed broker outreach and missed conversions. Add each submission to your prospect boards so brokers can contact leads the same day.

Create lead items from new brokerage form submissions

Overview

When a prospect completes your online insurance intake, that lead needs to appear in your prospect boards immediately so brokers can act. This flow creates and links prospect items across boards, letting brokers start outreach and follow up the same day.

Create lead items from new brokerage form submissions