Hey y'all! We're working on streamlining our processes and looking to see how some other agencies do things for some inspiration. 70% of our leads come from client referrals and centers of influence. When a prospect calls in, we take basic info (name, DOB, contact info, referral source) and typically either go ahead and schedule an appointment to meet or have an agent answer any questions over the phone. Our struggles with this method are entering into the presentation meeting completely blind and the inability to qualify leads and sort them to the best agent depending on that qualification (more complex cases going to more experienced agents). Some brokers that we work with send a packet for the prospect to complete prior to scheduling. We're worried this will turn off prospects. We want to find the sweet spot in getting the necessary information, but not making it too big of a hurdle to make a sale. Any help is greatly appreciated!!