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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XPLAN interfaces with common applications you use daily to make for an efficient and total office solution:
- Microsoft Office, including Outlook and Microsoft Exchange diary.
- Xero Accounting software.
- Thomson Reuters for technical research and references.
- RSS news feeds.
Website integration
XPLAN Connect provides client engagement and data capture widgets for incorporating into websites. Data feeds directly into your XPLAN site, where it can generate leads and trigger automatic workflow.
Leveraging the risk research module, you can place meaningful content on your website with integrated lead generation allowing you to qualify leads before you contact them.
XPLAN Connect lets you incorporate the following common functions directly into your company website:
- Contact forms
- Fact find forms and questionnaires
- Insurance needs analysis with premium estimates
- Campaign and lending functions
- Risk analysis.
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Features
- Integrate with major back office applications
- 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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