Create new insurance deals from incoming lead submissions
Create new insurance deals from incoming lead submissions
Your inbound insurance inquiries arrive without a tracked contact or deal, leaving quotes unassigned and prospects cold. This creates a contact, opens a deal, and assigns context so you can follow up the same day.
Workflow preview:
Zap details:
Overview
Inbound leads should become actionable opportunities, not lost emails. This flow turns each incoming submission into a contact, an open deal, and a contextual note so you or your broker can follow up the same day and close faster.