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Turn scattered quote requests into structured agency workflows.
We help agencies automate lead intake from website forms, phone calls, referrals, and inboxes so prospects are captured, qualified, routed, and followed up faster.
Lead intake is where speed starts
If intake is messy, everything after it gets slower: follow-up, quoting, handoffs, reporting, and close rate visibility.
Faster first response to quote requests.
Cleaner prospect information before producer review.
Fewer leads stuck in inboxes or forms.
Clearer routing by product, urgency, or location.
Better reporting by lead source and workflow status.
Capture the lead once, then move it through the right next steps.
Structured capture
Collect contact details, product type, timing, location, and missing information in a consistent format.
Qualification
Flag urgency, product fit, missing documents, and routing needs before producer review.
Task creation
Create producer or service tasks when the lead arrives instead of waiting for manual entry.
Fast follow-up
Send reviewed response drafts and reminders so the prospect hears back quickly.
Start by making every new lead easier to act on.
The free workflow audit can review your current intake sources and show where automation can improve speed, routing, and follow-up.