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Create new quote record and prospect folder from form

Create new quote record and prospect folder from form

Quote intake forms can sit unprocessed and delay preparation. Producers can reply same day when requests are routed into prospect folders and quote records.

Create new quote record and prospect folder from form

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Overview

Intake forms that sit idle cost time and let prospects go cold; this flow turns each internal quote request into a tracked lead and a dedicated prospect folder. Producers get organized context and can respond same day, reducing manual handoffs and paperwork.

Create new quote record and prospect folder from form