Health insurance brokers spend a good part of the day on the phone or in their inbox chasing new enquiries before someone else gets there first. A prospect who texts in with a quick question about cover or price is often the easiest lead to lose track of once the conversation moves on to something else, especially when several campaigns are running at the same time.

B2cor CRM keeps those enquiries organised for a broker's team, with its Create Lead action logging every new prospect against the right broker or campaign the moment the details land in the system. Paired with Mobile Message through Zapier, a reply from a prospect can become the event that starts that record, rather than relying on someone to notice the text and enter it by hand later in the day.

For a broker running several campaigns and simulators at once, that means a text from a prospect on a Saturday afternoon doesn't sit unread in a phone until Monday morning. It lands in B2cor CRM as soon as it arrives, filed and ready for whoever on the team picks up the enquiry next to follow up with a proper quote.