Send new pension lead submissions to intake API

Your pension lead form submissions lack eligibility context, delaying advisor follow-up. You receive standardized prospect records in intake so advisors can contact leads same day.

Overview

Leads from social forms often arrive without the eligibility context advisors need, creating manual follow-up and delays. This workflow standardizes each prospect and pushes it to your intake endpoint so advisors receive contact-ready records within minutes and can contact leads same day.