Principal agents capture and flag incoming insurance prospects

Principal agents miss prospects buried in email and chat, costing policy opportunities and stalling pipelines. Every prospect is recorded and set to outbound so agents start outreach within minutes.

Overview

Principal agents risk losing policies when inbound prospects slip through email and chat. This workflow captures every incoming connection into your CRM, marks them outbound, and alerts the agent so outreach starts quickly — protecting pipeline and preventing missed follow-ups.

Notable Features

Create or update CRM contacts
Flag prospects with outbound status
Notify assigned agent to follow up