Founders capture qualified workers' compensation leads and route to reps

Founders miss qualified workers' compensation leads when eligible tracking-sheet rows sit unshared, costing new cases. So sales reps get full lead records and can follow up quickly.

Overview

Workers' compensation leads lose value fast — when eligible tracking-sheet rows go unshared, new case opportunities are lost. This workflow turns every eligible row into a master lead record, posts it to your lead portal and notifies the assigned sales rep, eliminating missed follow-ups and enabling faster intake.

Notable Features

Capture qualified lead rows instantly
Create master lead records
Email assigned sales rep immediately