Create personal-lines quote records from web intake form

Your personal-lines quote requests sometimes lack consistent fields or uploaded documents, delaying agent review and quotes. Agents reply same day with full records and attachments.

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Overview

When quote requests arrive with inconsistent fields or missing docs, agents spend time chasing details and quotes slip. This workflow turns each qualifying submission into a standardized quote record, stores attachments in cloud storage, and surfaces file links so agents can respond same day.