An intake link is often a prospect's first impression of your agency, and until now, it was just a link. Trailhead turns it into an introduction, letting you add your photo, contact info, and branding before anyone shares their insurance information. Paired with Sharing Paths, it gives clients context first, then lets them choose how they want to share. It's especially useful for referral driven agencies, where a personalized link makes a referral feel intentional instead of anonymous. Trailhead is available now on Elevate, Peak, and Summit plans.