As the personal lines insurance agent for my team, it is crucial that I am in lockstep with the realtor and loan officer on my team. What I've done is create and email template that I've shared with them so that when they have a new client buying a home or refinancing they just plug me in directly via email whenever the topic of insurance comes up. I am then able to quickly respond and pick communication up with the client from there. It's quick, seamless, and the client appreciates how convenient it is. The loan officer appreciates it because it takes an important piece of the loan process off their plate.