Create new individual records from web form leads
Create new individual records from web form leads
Your insurance web form submissions come through untracked, leaving brokers missing contact context. Create individual records automatically so marketing ops and brokers can begin outreach same day.
Overview
When web inquiries never make it into the agency system, brokers lose precious follow-up time and marketing cannot nurture leads. This flow captures form submissions and creates complete individual records so marketing ops and brokers can begin outreach the same day.