Ensure insurance leads reach producers with risk flags

Social media managers lose priority insurance applicants when form leads sit untriaged, causing missed quotes. This ensures submissions land in sales sheets with risk flags for faster follow-up.

Overview

Untriaged form leads cause missed quotes and lost applicants for insurance producers. This workflow captures every submission into the sales tracking sheet with contact details and risk flags so producers can prioritize follow-up and reduce missed critical leads.

Notable Features

Log form entries to tracking sheet
Flag high-risk applicants for review
Notify producers of priority leads