⏱ Live in <48 Hours

Your team doesn’t have time for another months-long IT project. That’s why IntakeFlow installs fast:

• We connect directly to your existing intake inbox.
• Within 48 hours, every quote, COI, and claim request is automatically captured and tracked.
• No IT involvement, no downtime, no change to how your team works today.

Your CSRs keep using email like always — only now, nothing slips through the cracks.

📦 Standardized, Scalable Setup

Agencies don’t need more complexity. They need systems that just work. IntakeFlow runs on a proven, repeatable setup that’s been tested across multiple agencies:

• Same core automation for every client — no risky “custom builds.”
• Light configuration so the system reflects your agency’s workflow.
• Scales easily as you grow — add CSRs, inboxes, or locations without reinventing the wheel.

The result: you get speed, reliability, and a setup you don’t have to babysit.

✅ No Missed Opportunities

The hidden cost of intake chaos? Revenue leakage. Every buried email, delayed COI, or dropped follow-up eats into your bottom line. IntakeFlow fixes that:

• All intake emails are automatically tagged, prioritized, and tracked in one live dashboard.
• Urgent requests are flagged instantly so your team can respond before competitors get a chance.
• CSRs save 5–8 hours per week by skipping manual triage — and spend that time on quoting, servicing, and building client relationships.

That means more business closed, fewer E&O risks, and happier clients — without adding headcount.