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✅  Clear Inbox Chaos in 48 Hours - Stop Missing Deals (Free 7-Day Trial)

See the automation system that top agencies are using to capture every quote, COI, and claim instantly - no credit card, no setup, no downtime. Plug in, watch it work, and never miss a deal again.

Your name

First & Last

Your email address

Where we'll send communications regarding your trial

Agency name

Agency size

What’s included:

✅ Live demo of your agency’s actual intake tracker ✅ Optional Slack/email alerts for urgent requests ✅ 48-hour setup — no IT, no calls, no babysitting

Why are you interested in IntakeFlow?

How do you currently handle intake emails?

How many hours per week does your team spend sorting intake emails?

On a scale of 1-10, how painful is your current intake process?

On a scale of 1-10, how painful is your current intake process?

What's the #1 outcome you want from your trial?

How soon do you want to go live if the trial works for you?

Best phone number (optional, only for urgent setup questions if needed)

Who should have access to the Live Trial Intake Tracker

List each team member that needs access to the live intake tracker (Full Name + Email for each person). Ex. Jane Smith - [email protected]

Who should receive Slack alerts for urgent activity during the trial?

List each team member that needs high-priority alerts via Slack (Full Name + Email for each person). Ex. Jane Smith - [email protected]

Do you prefer email notifications over Slack alerts for urgent activity?

If so, enter the email address that should receive high-priority notifications during the trial (only needed if you're not using Slack).

📩 Final Step: Review & confirm the Trial Terms of Agreement & Privacy Policy

Untitled checkboxes field
⚡ Only 3 trial spots each week — reserve yours now before they’re gone.