Send short follow-ups to brokers with no reply daily
Send short follow-ups to brokers with no reply daily
You have broker outreach records marked sent but not replied, leaving leads idle and unclear for account teams. Get concise personalized replies sent and visible in records so reps can act the same day.
Overview
Every weekday at 2 PM this flow finds brokers who were emailed but haven’t replied and sends a short, personalized two-sentence follow-up into the original thread. That reduces manual triage, surfaces decisions to account executives, and drives responses the same day.