Create new lead from incoming insurance policy XML feed
Create new lead from incoming insurance policy XML feed
Incoming insurance XMLs contain inconsistent fields and raw phone formats, leaving lead records incomplete. This standardizes entries and creates CRM leads so teams can follow up same day.
Overview
Incoming insurance XMLs often arrive unstructured, leaving reps with incomplete prospect data and missed renewal opportunities. This flow turns raw payloads into standardized CRM leads and routes them to sales and billing so teams can act the same day.