Insurance agency manager: Assign CSR tags to passive leads
Insurance agency manager: Assign CSR tags to passive leads
Agency managers miss passive leads when status updates go untagged, causing ownership gaps. This flow tags leads and assigns CSR IDs on status change so reps can prioritize follow-up.
Overview
Missed passive prospects create ownership gaps and lost opportunities for small insurance agencies. This workflow ensures every passive-status lead gets the right owner tag and CSR ID at the moment of status change, enabling reps to prioritize follow-up and reducing untracked prospects.
Notable Features
- Add owner-specific passive tags
- Assign CSR IDs at status change
- Notify reps to prioritize follow-up