New Prospect Intake & Instant Quote Request System
A done-for-you insurance agency automation built for the Insurance Agent, connecting Twilio, Jotform, and Calendly so the work below happens on its own.
What this automation does, step by step
Prospects who reach the agency through ads, referrals, or the website fill out a dynamic intake form that captures coverage type, risk details, and contact information, and the system immediately sends that data to the relevant carriers for a quote, notifies the agent with a complete prospect summary, and schedules a follow-up call on the agent's calendar.
The time between "I need insurance" and "I have a quote in hand" drops from days to hours, and no lead falls through the cracks while the agent is with another client.
- Jotform or agency intake tool
- Zapier or Make.com
- Agency management system (e.g., HawkSoft or Applied Epic)
- Calendly (follow-up call scheduling)
- Twilio (immediate prospect text confirmation)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, an insurance agent manually pieces together information from different places, then has to relay it to everyone who needs it. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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