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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Active Insights provides valuable intelligence that empowers you to enhance customer retention, optimize loss ratios, and discover new business opportunities. By utilizing Active Insights, you can foresee significant developments within your client portfolio. This tool promotes a hands-on and anticipatory strategy to recognize and grasp the evolving needs of your customers. Timely engagement with your clients fosters the strengthening of existing relationships and the expansion of your portfolio. You will receive notifications for particular events that you choose, which helps guarantee that premiums are aligned with the shifting risks. By refining your communication strategies, you can create more efficient, targeted, and timely outreach to customers. Active Insights effectively correlates life events with the policies in your portfolio, alerting you to crucial changes that may affect both your clients and your business operations. Tailored updates provide an in-depth understanding of your portfolio, equipping you with the necessary insights to prioritize client needs and manage risk effectively while paving the way for future growth opportunities. This multifaceted approach ultimately leads to a more successful and sustainable business model.

Description

ReFocus is an innovative AI platform that extracts valuable insights from all customer interactions, allowing businesses to align their offerings with customer preferences at scale. By understanding your prospects' needs before the initial engagement, you can significantly enhance your sales potential. With immediate access to insights regarding a buyer's desires, you can maximize every opportunity for account expansion. This platform aligns sales strategies with identified opportunities, fostering greater adoption of products and services among customers. Utilizing real-time data, ReFocus AI not only enhances decision-making but also optimizes the sales workflow, ensuring the success of your customers. Furthermore, ReFocus excels in providing timely predictions, in-depth analyses, and efficient solutions precisely when they are most needed. As our world becomes increasingly mobile, so too must our solutions evolve; ReFocus stands ready to support you, no matter your location. Embrace the future of sales with ReFocus, and transform how you connect with your customers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Equisoft/manage Yes 
OpenAdapt Yes 
Taktile Yes 

Integrations

Equisoft/manage No 
OpenAdapt No 
Taktile No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LexisNexis

Country

United States

Website

risk.lexisnexis.com/products/active-insights

Vendor Details

Company Name

ReFocus

Country

United States

Website

refocusai.com

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