PreciseFP

PreciseFP

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About

Automate the lifecycle of a survey from creation to completion using the most fully featured and configurable survey management platform available. Setting the standard for data collection driven by machine learning and artificial intelligence. Build a robust data warehouse that can be reported and mined against. Loss Control 360 is the hub connecting insurance core systems, vendor survey firms, and InsurTech companies to transform global industry workflow. Automatically apply labels, identify common hazards, extract text and suggest recommendations. Loss Control 360’s Client Portal Module allows insureds and agents to interact with a configurable online portal that provides real-time data related to policies. This interactivity gives you and your clients the ability to have controlled transparency into all aspects of loss control surveys, service, impairments, location management, and recommendation compliance.

About

Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a survey management SaaS platform

Audience

Companies searching for a solution to collect client financial data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Majesco
Founded: 2005
United States
www.majesco.com/loss-control-360/

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Intely

Intely

intely.io

Categories

Categories

Survey Features

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

Duck Creek Suite
Majesco
Matrix
MoneyGuidePro
Nearmap
SmartOffice
Tableau
Wufoo
Zapier
Zillow
Zywave Analytics Cloud

Integrations

Duck Creek Suite
Majesco
Matrix
MoneyGuidePro
Nearmap
SmartOffice
Tableau
Wufoo
Zapier
Zillow
Zywave Analytics Cloud
Claim Loss Control 360 and update features and information
Claim Loss Control 360 and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information