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What is Reflect CRM?

Reflect CRM Software is a comprehensive tool for managing customer relationships and business databases. This solution is designed to enhance sales performance and improve customer retention rates. Users can easily monitor their accounts, contacts, leads, and meetings in one place. With capabilities to support various users and multiple companies, Reflect also offers convenient web access. Furthermore, the software simplifies data filtering and reporting, making it an efficient choice for businesses looking to streamline their operations and gain valuable insights. Overall, Reflect CRM is an essential resource for any organization aiming to optimize its customer engagement strategies.

What is LexisNexis Active Insights?

Active Insights delivers essential intelligence that enables you to improve customer retention, reduce loss ratios, and uncover new business possibilities. By leveraging Active Insights, you can anticipate important changes in your client portfolio. This tool encourages a proactive and hands-on approach to identify and meet the changing demands of your customers. Engaging with your clients in a timely manner helps to reinforce existing relationships and broaden your portfolio. You will receive alerts for specific events that you select, ensuring that premiums remain in sync with evolving risks. By enhancing your communication methods, you can engage customers in a more efficient, targeted, and timely manner. Active Insights adeptly connects life events with the policies in your portfolio, notifying you of significant alterations that could impact both your clients and your business operations. Customized updates offer a comprehensive view of your portfolio, equipping you with crucial insights to prioritize client needs and effectively manage risk, while also facilitating potential avenues for future growth. This well-rounded approach not only fosters a more resilient business model but also enhances customer satisfaction and loyalty in the long run.

Media

Media

Integrations Supported

Equisoft/manage
OpenAdapt
Taktile

Integrations Supported

Equisoft/manage
OpenAdapt
Taktile

API Availability

Has API

API Availability

Has API

Pricing Information

$14.99/one-time
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

NCH Software

Date Founded

1993

Company Location

United States

Company Website

www.nchsoftware.com/crm/index.html

Company Facts

Organization Name

LexisNexis

Company Location

United States

Company Website

risk.lexisnexis.com/products/active-insights

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

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