For IT: Route approved lead questionnaires to brokers instantly
For IT: Route approved lead questionnaires to brokers instantly
IT admins see approved leads miss questionnaire context, causing brokers to chase details. This posts questionnaire and contact info to the matching broker record so brokers start follow-up with full context.
Overview
Approved leads that lose questionnaire context force brokers to chase details and slow outreach. This workflow ensures questionnaire answers and contact info land on the broker record and notifies the assigned broker, eliminating manual handoffs and enabling faster, accurate follow-up. You’ll see clearer handoffs, fewer missed details, and response times improve noticeably.
Notable Features
- Attach questionnaire to broker record
- Post contact info to profile
- Notify brokers of approved leads