Keep business owners' agent profiles complete and accurate

Business owners get agent form submissions with missing or duplicate info that stall onboarding. This checks submissions and creates agent records so operations can begin onboarding without gaps.

Overview

Missing or duplicate agent records stall onboarding and create assignment gaps. This workflow finds or creates complete agent profiles from form submissions, ensuring operations and sales start onboarding without gaps. Leaders regain confidence in contact accuracy and smoother handoffs, with response times dropping dramatically.

Notable Features

Check form submissions for duplicates
Create agent profiles from submissions
Route new agents to operations