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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
API Access
Has API
Integrations
Equisoft/manage
Google Analytics
Google Calendar
Microsoft Outlook
Motileo
OpenAdapt
Stripe
Taktile
Zapier
Zoom
Integrations
Equisoft/manage
Google Analytics
Google Calendar
Microsoft Outlook
Motileo
OpenAdapt
Stripe
Taktile
Zapier
Zoom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management