Lead Intake Forms
Capture leads from anywhere
A public form for every channel — website, social, email signature, a flyer. Submissions land in your pipeline automatically, scored and ready for a follow-up.
How it works
One link. Every lead captured.
Most independent agents lose inbound interest because there’s nowhere for it to go. Give every channel a single, branded destination that feeds your pipeline.
A public intake link for every channel
Share one link on your website, social bio, email signature, or a QR code on a flyer. No website required.
Leads land straight in your pipeline
New submissions drop into the right stage, scored and tagged — no copy-paste, no missed emails.
Route by form and stage
Run separate forms for life quotes vs. Medicare consults. Each one places the lead exactly where you want it.
Welcome & success messages you write
Set the intro text respondents see and the confirmation after they submit. Your voice, your brand.
Customize and brand it
Match your accent color. Turn a form on or off. Redirect to a thank-you page or keep them on the form.
From a click to a qualified lead — automatically
- A prospect fills your form — their info lands in the right pipeline stage.
- They’re scored, tagged, and ready for your first follow-up.
- Your welcome email fires instantly. The sequence takes over.
Give every channel a place to send leads
Spin up a branded intake form in minutes — no website needed.
Free plan forever · No credit card · Cancel anytime