Build a Lead Intake Form Center
with AI
Domain knowledge is the only prerequisite — AI writes the code, you write the system. Build a real multi-form lead capture system for your insurance agency in an afternoon.
The Production Gap
Every agent has tried to "vibe code" something — paste a request into ChatGPT, hope for the best, get back something that almost works. That's not the gap. The gap is between prompting for vibes and prompting with systems.
Your domain knowledge — how an agency actually works, what fields matter, how to score a lead — is the moat. This series teaches you to encode that knowledge into production software, with AI doing the actual coding.
Vibe Coding Fails
- ✗"Make me an insurance form" — no architectural thinking
- ✗Generic output that doesn't reflect your business
- ✗Breaks on edge cases because you didn't define them
- ✗Can't maintain or extend what you didn't design
This Approach Works
- Three prompts, in order — that's the whole build
- Your domain logic encoded into the system
- Each prompt has a "how you know it worked" check
- Real software you can brand, deploy, and use
What You'll Build in EP 01
A Form Center — a dashboard that hosts three intake forms, each with its own route, validation, scoring logic, and email delivery. A real product, not a tutorial toy.
General Inquiry
Catch-all intake — "I need insurance, not sure what kind." Multi-select coverage types, conditional fields, smart scoring.
Personal Auto
Dynamic vehicle cards, driver details, coverage history. Captures what an agent actually needs before running a quote.
Homeowners
Property details, construction type, roof age, dog breeds (yes, really — affects underwriting). Everything for a home quote.
Three Prompts. In Order.
That's the whole build. Each prompt has a clear job and a "how you know it worked" check before you move on.
The Full Build
The big one.
Full architecture in a single prompt — the stack, the dashboard, every form, every field, conditional logic, validation. Claude Code plans the build, then executes it. You answer its questions as they come up.
Resend Email Integration
Wire up delivery.
When a prospect submits any form, the data gets validated, formatted into a clean notification, and emailed to your inbox. Form fill to lead in your inbox in under 3 seconds. No Zapier. No middleware.
Polish + Verify
Final pass.
Responsive, accessible, no rough edges. The difference between a demo and something you'd actually put in front of a prospect. Claude Code runs through everything and gives you a clean summary.
Two Documents to Build EP 01
The Prompt Guide is the build system — three prompts with pre-written answers to the questions Claude Code will ask. The Setup Guide gets your environment ready before you run the first prompt.
EP 01 Prompt Guide
Available NowThe complete sequential prompt system for building the Form Center. Every prompt is copy-paste ready. Every likely question from Claude Code has a pre-written answer. Every step has a testable exit condition.
What's included: All 3 prompts, copy-paste ready. Pre-written Q&A tables for the technical questions Claude Code will ask. "How You Know It Worked" check after each prompt. Resend setup walkthrough and a troubleshooting section for common issues.
Environment Setup Guide
Step-by-step instructions to install everything you need before running the first prompt. Separate paths for Mac (automated) and Windows (manual). No prior development experience required.
What you'll install: Claude Desktop (AI assistant), Claude Code CLI, Node.js (runtime), and a code editor. Includes troubleshooting for the most common setup issues.
Domain Knowledge Becomes Software
Every field and every conditional path in this build reflects how an independent P&C agency actually operates. This is what separates a production intake system from a generic contact form.
The Dog Breed Field
Most carriers have restricted breed lists — pit bulls, Rottweilers, German Shepherds, Dobermans. Collecting this at intake prevents a blown appointment with a carrier who would decline the risk. No generic form builder includes this field. An agent would.
Conditional Renewal Fields
Current carrier and renewal date only appear when the prospect says they're currently insured. Reason for shopping — price, coverage, unhappy, adding a vehicle — appears when they have active coverage. The form adapts to what's actually relevant.
Dynamic Vehicle Cards
The auto form asks how many vehicles (1–4), then renders a card for each one — year, make, model. Cards animate in and out. The year range generates dynamically from the current year. No hardcoded values, no manual updates.
Lead Notification Includes Everything
The email that hits your inbox is agent-facing — every field, organized by section, with a Central Time timestamp. Not a summary. Not a CRM record. Every piece of data the prospect entered, formatted so you can quote from it immediately.
The Full Series
Foundation — The Form Center
AvailableBuild the multi-form lead intake system. Three forms, scoring engine, Resend email delivery. No database yet — pure intake.
AI Enrichment + AgencyZoom Integration
Coming SoonAdd a database, AI enrichment on submission, and push scored leads directly to AgencyZoom. No Zapier.
Public Website Wrapper
Coming SoonWrap the system in a public-facing agency website. The Form Center becomes embedded lead capture on a branded site.
Common Questions
Do I need to know how to code?
No. The guide gives you three prompts in order. Copy each one into Claude Code, answer the clarifying questions (pre-answered in the guide for you), verify it worked, then move to the next. You're the architect. Claude does the coding.
What's the stack?
Next.js 15 (App Router), TypeScript, HeroUI v3, Tailwind CSS v4, Resend for email, and Zod for form validation. All free. The guide covers setting everything up.
How long does EP 01 actually take?
Environment setup: 30-60 minutes. The Full Build prompt is the most involved — Claude Code will plan the entire project and then start writing files, and you'll field a few questions along the way. Most people finish all three prompts in a single sitting.
What if Claude Code doesn't produce what the guide says it should?
The guide includes troubleshooting notes for common failure modes. Claude Code is non-deterministic — it might structure things slightly differently than described. Each prompt has a 'how you know it worked' check. If that passes, move on.
Is there a GitHub repo with the finished code?
Yes — the Prompt Guide includes the link. Use it as a reference, not a shortcut. Running through the prompts yourself is the point — you learn the system, not just get the output.
What does EP 02 add?
A database layer, AI enrichment on each submission (enriches the lead with public data before it hits the inbox), and a direct AgencyZoom API integration. Your leads go from form fill to CRM without Zapier.
Ready to Build the Form Center?
Download the EP 01 Prompt Guide and the Environment Setup Guide. Set up your environment, run the prompts in order, and you'll have a real multi-form lead intake system by end of day.
Free to download • No credit card required • Real production code
EffiZoom Support
How can we help you today?