Create qualified lead records from completed quotable calls
Create qualified lead records from completed quotable calls
Your quotable calls often aren't logged as leads, delaying outreach and costing potential policies. Lead records and contact details are sent to intake for same-day follow-up.
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Overview
When quotable calls aren't captured, brokers miss the chance to convert callers into policies. This flow routes completed, qualifying calls straight into your lead intake so agents get contact details and can reach back same day.