For insurance agents: route inbound SMS to deal owners

Insurance agents miss inbound SMS linked to prospects, causing stalled quotes and lost policies. Route texts to the matching deal owner or trigger a team alert so reps get context and follow up faster.

Overview

Unassigned SMS leave insurance prospects unattended and risk lost policies and stalled quotes. This workflow routes inbound texts to the matching deal owner or raises a team alert so reps have context and follow up faster, producing clearer handoffs and fewer missed follow-ups.

Notable Features

Route SMS to deal owners
Alert team when no match
Attach message context to CRM