Should the public form be a minimal consultation request or a detailed quote application?
- Minimal routing and contact details
- Detailed application fields and document uploads
Choose: Start with minimal routing fields and move any detailed application into the agency’s approved process after licensed staff review.
Tradeoff: Minimal intake creates more staff follow-up, but it reduces privacy, security, retention, and mistaken-reliance risk. Detailed intake may accelerate a later workflow while demanding much stronger product, jurisdiction, carrier, compliance, and access controls.
