Insurance Agency Management

Create Lead from Intake

Enters new prospects and leads into the agency management system from website forms, voice call transcripts, or referral data. Fills contact info, product interest, referral source, and status.

AMSIn Production

How It Works

1

Receive lead data from form submission, call transcript, or referral

2

Navigate to the agency management system and open a new prospect record

3

Fill contact information, product interest, and referral source

4

Set lead status and confirm the record is created

What This Enables

Eliminates manual data entry for every new lead

Ensures no leads are lost between intake and CRM entry

Works with legacy agency management systems lacking modern APIs

Ready to automate lead entry?

Customers go from zero to production in 3 weeks. See how Minicor can automate this workflow for your EHR.

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