Collaborating on Lean Clay v1 Workflow for Insurance Housing Solutions

Looking to sanity-check and co-create a lean Clay v1 workflow for a real production use case. Context (Phase 1 only): • Temporary housing for insurance / displacement housing • Clay used strictly for U.S. company + contact discovery & enrichment • Export → Instantly (sending handled outside Clay) What I’m trying to build in Clay: • Identify insurance / relocation orgs (e.g. CRS, ALE, Sedgwick, Alacrity) • Reach the right layer (adjusters, vendor managers, housing / displacement coordinators — not execs, not sales) • Keep it credit-efficient (own OpenAI key, minimal enrichments, clean v1 table) Where I’d love collaboration: • How you’d structure the core table (must-have vs nice-to-have columns) • Title logic that actually works in insurance / claims orgs • Common mistakes to avoid when scaling lists in this niche If you’ve built Clay workflows for insurance, relocation, or complex B2B orgs, I’d really value your perspective.