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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

Reflect CRM Software - Customer Relations Management & Business Database Software. Reflect CRM database solution can increase sales and customer retention. Track your accounts, contacts, leads and meetings. Reflect supports multiple users, multiple companies, and web access mode. Reflect CRM Software makes data filtering and reporting easy.

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

$14.99/one-time
Unrestricted and non-commercial use versions also avaliable.
Free Trial Yes 
Free Version Yes 

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

Customer Support

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

Customer Support

Business Hours No 
Live Rep (24/7) No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

LexisNexis

Country

United States

Website

risk.lexisnexis.com/products/active-insights

Vendor Details

Company Name

NCH Software

Founded

1993

Country

United States

Website

www.nchsoftware.com/crm/index.html

Product Features

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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