Create verified lead and notify patient intake team

Your insurance submissions arrive unverified, leaving intake with incomplete prospect details. It verifies entries, creates CRM leads, and sends acceptance emails so coordinators can act same day.

Overview

When applicants submit insurance info, intake and sales waste time verifying and rekeying data. This flow verifies insurance, creates a prospect in your CRM, logs the submission, and emails applicants so coordinators have verified leads ready same day.