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Update missing agent field for insurance leads nightly

Update missing agent field for insurance leads nightly

Leads missing an assigned agent leave reps without ownership and delay enrollments. The flow fills agent fields nightly so reps see complete records by the next business day.

Update missing agent field for insurance leads nightly

Overview

Run this nightly lookup so your reps open the CRM with clear ownership and accurate agent assignments each morning. It shortens handoffs, prevents unassigned leads, and gets broker managers ready for next-day outreach.

Update missing agent field for insurance leads nightly