Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Trafft streamlines the process of automating bookings, payments, and reminders while also enabling the management of services, staff, and locations. You can set your availability and watch as appointments are scheduled around the clock, every day of the week.
There's no need for extensive training to get started with Trafft, making it incredibly user-friendly for both you and your clients. You can oversee your business right from your mobile device while comfortably relaxing at home. Your clients can enjoy the same convenience when booking their appointments. Craft an ideal booking experience by selecting from a variety of pre-designed light and dark themes, customizing them to fit your personal style. Trafft offers a user-friendly yet robust appointment scheduling solution, making it versatile enough to cater to various industries and types of businesses, ensuring a seamless experience for all users. Plus, this adaptability allows businesses to thrive in a competitive landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
Equisoft/manage
Yes
Google Analytics
No
Google Calendar
No
Microsoft Outlook
No
Motileo
No
OpenAdapt
Yes
Stripe
No
Taktile
Yes
Zapier
No
Zoom
No
Integrations
Equisoft/manage
No
Google Analytics
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Motileo
Yes
OpenAdapt
No
Stripe
Yes
Taktile
No
Zapier
Yes
Zoom
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5.99 per month
Free Trial
Yes
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
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
Trafft
Country
Serbia
Website
trafft.com
Product Features
Product Features
Appointment Scheduling
Appointment Reminders
No
Automated Scheduling
No
Calendar Sync
No
Client Database
No
Group Scheduling
No
Mobile Access
No
Multi-Location
No
Online Booking
No
Online Payments
No
Recurring Appointments
No
Room Booking Management
No