Your website forms are connected directly to your CRM. Every submission creates a contact, applies tags, and triggers automations automatically.
Three forms configured for your agency, each with a specific purpose and automation behind it.
The primary lead capture form on your website. When a prospect submits a quote request, they’re automatically added to your pipeline as a New Lead, tagged by insurance line, and the Speed-to-Lead automation fires.
For general inquiries. Submissions are tagged and routed to your team. An automated response confirms receipt so the prospect knows you’re on it.
Sent to clients after a policy is bound. Makes it easy for them to leave a Google review. The link goes directly to your Google Business Profile review page.
From submission to automation, everything happens in seconds.
On your website, a quote request or contact form is submitted with their details.
The CRM automatically creates a new contact record and applies relevant tags (insurance line, source, status).
The contact is added to the correct pipeline as a New Lead. The Form Submission, Tag & Pipeline workflow handles all of this.
New Lead Alert goes to your team. Speed-to-Lead sends the prospect an immediate response. Everything happens in seconds.
Best practices to maximize conversions from your form submissions.
Even with automations handling the response, review your new form submissions each morning. A personal follow-up call on top of the automated response dramatically increases conversion rates.
Your forms capture insurance-specific data: coverage type, current carrier, renewal date. This data flows into custom fields in the CRM, giving your team the context they need before making the first call.
If you need help with your forms or want to customize what data gets captured, reach out to our team. We’re here to help.