Create vetted workers' comp leads for intake teams
Create vetted workers' comp leads for intake teams
Your workers' comp ad leads arrive unvetted, leaving intake teams without context and delaying follow-up. You get filtered, routed leads into intake and tracking sheets for same-day triage.
Workflow preview:
Zap details:
Overview
If you're handing ad leads to client intake teams, this flow turns raw submissions into clean, qualified intake records and immediate email alerts. That reduces discovery time and gets cases in front of intake coordinators for same-day triage.