As a gateway for automated data entry and workflow, XPLAN Connect supports incorporating wide-scale XPLAN data capture and client engagement tools into your website.
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Common functions XPLAN Connect is used for include:
- Contact forms
- Fact find forms and questionnaires
- Insurance needs analysis with premium estimates
- Campaign and lending functions
- Risk analysis.
Manage leads and associated workflow.
XPLAN Connect provides client engagement and data capture widgets for incorporating into websites. The widgets feed directly into your XPLAN site,
where they can be used to capture basic prospect information. They can generate a leads in XPLAN and trigger automatic workflow.
Leveraging the risk research and lending modules, you can place meaningful content on your website with integrated lead generation, and qualify leads before you contact them.
Facilitate your campaigns.
XPLAN Campaign Management is an integrated event and attendee tracking system. Use XPLAN Connect to manage invitations and record responses via your website.
Perform risk analysis.
A Risk Research Connect function, lets you create easy to follow, substantial needs analysis and results screens for publishing on your website to attract leads and engage current clients.
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Features
- White label XPLAN functionality for client websites
- Integrated workflow between client sites and XPLAN
- Form wizards for quick form creation.
Product: XPLAN Connect
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"Seamlessly connect your website with your XPLAN database."
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