Marketing ops route website insurance inquiries to brokers

Marketing ops misroute website insurance inquiries, causing brokers to miss qualified leads. Route inquiries by policy to the right broker so brokers respond quickly and never miss first touch.

Overview

Misrouted website inquiries let qualified leads slip through and create manual triage work for marketing ops. This workflow ensures inquiries are routed to the right broker by requested policy, eliminating manual handoffs so brokers receive qualified leads fast and first touch isn't missed.

Notable Features

Route inquiries by policy type
Notify assigned broker instantly
Create lead record in CRM