They provide prospects to insurance agents to ensure each prospect gets the right insurance agent and saves a lot of time for both prospects and agents.
The central part of the project is to collect all the prospects and agents in one place from the website and FB ads and then assign agents to prospects with just a single click, and then automatic emails should be sent to both with contact info.
Integrated all submissions with Airtable via Zapier.
Automatic emails with prospect info to the agent
Automatic emails with agent info to prospect