Send quote for signature and record prospect details

Your online LMNP quote submissions sit unprocessed, leaving prospects without a signed estimate and slowing case intake. You get signed quotes and logged prospect records for same-day follow-up.

Overview

When prospects request LMNP quotes, manual handoffs slow down onboarding and reduce conversion. This flow verifies contact information, logs the prospect, delivers a signed estimate request, and sends an SMS nudge so your fiscal advisors can act the same day.