A prospective client emails the firm. Several people see the message, but nobody knows who should respond or whether a call has been arranged.
One general enquiry form sends a receipt, alerts the agreed owner and keeps the enquiry on the callback list.
A business asks a broker about arranging cover. The form captures a callback preference and broad enquiry type. The broker arranges a conversation and collects case details through the firm’s usual channel.
The firm decides who can act, what information it needs and any advice or suitability decision. The first-contact form asks only for agreed general details.
One supported customer system, one form and a simple owner notification. Regulated decisions, case assessment and complex routing are outside the starter.
Describe the enquiry types your front desk sees and who should receive the first callback task.