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Create prequal client record from health form submissions

Create prequal client record from health form submissions

Your prequalification form entries often go unprocessed, leaving physician prospects uncontacted and underwriting prep delayed. It creates structured prospect records so brokers can follow up same day.

Create prequal client record from health form submissions

Overview

Unprocessed prequal forms become missed opportunities and slow policy starts; this flow turns every submitted prequal into a prospect record and alert so brokers and intake staff can act. That means consistent outreach and underwriting prep ready the same day.

Create prequal client record from health form submissions