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Insly Insurance Platform from Insly
A no-code insurance platform with lead capture tools, prospect management, quoting and binding capability, automated agency workflows, commission calculation, performance analytics, and white-label customer portals for insurance distribution.
Product analysis by function
Lead Management Systems for Distribution and Agency Management
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
More Lead Management Systems
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Lead Capture & Ingestion
(10 Yes /10 Known /11 Possible features)
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
Marketing materials mention multi-channel lead capture, supporting forms, email, and third-party integrations. | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
Documentation confirms API-based lead ingestion is available for external systems. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
Bulk data imports, including CSV and Excel, are described in onboarding documentation. | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
Duplicate detection capabilities are referenced in the data management feature list. | |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
Platform ensures lead validation with email/phone field checks for completeness and accuracy. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
Automatic data enrichment is offered through integration with third-party data sources. | |
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Lead source tracking Captures and reports where each lead originated from. |
The system tracks and reports lead sources across all major channels. | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
No information available | |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Lead assignment rules are mentioned as configurable for agency workflows. | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Real-time notifications to agents/users are part of the workflow automation. | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual entry option is available in the platform's lead section. |
Lead Distribution & Assignment
(8 Yes /8 Known /11 Possible features)
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
No information available | |
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Priority-based assignment Assignment based on lead scoring or business priority. |
Priority-based assignment is configurable as part of workflow management. | |
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Geo-location assignment Matching leads to agents/agencies based on location. |
No information available | |
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Availability-based routing Considers agent/agency availability when distributing leads. |
Workflow supports agent availability as a variable in routing (via documentation). | |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
Manual and automated reassignment described in workflow automation. | |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
Audit trails exist for lead assignment by design. | |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
No information available | |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
Custom assignment workflows are highlighted as a no-code feature. | |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
Auto-escalation for un-actioned leads configurable in automated workflows. | |
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Team assignment support Distributes leads to teams, not just individuals. |
Platform supports teams and group-based assignments (insurance distribution, agencies). | |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
Assignment notifications are built-in and available via app/email. |
Lead Tracking & Status Management
(11 Yes /11 Known /11 Possible features)
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Multiple custom lead status stages are supported and configurable. | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
Automated status updates possible with workflow/integration. | |
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Manual status change Allow users to manually update lead status. |
Users can manually change lead status at any point. | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
Activity timeline visible within each lead record. | |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Leads can store notes and documentation attachments. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Follow-up tracking is available—reminders and scheduled agent actions. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Lead conversion status is tracked in the system. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
Custom statuses include reason codes for lost/dropped leads. | |
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Lead age/aging reports Reports showing the age of leads in each status. |
Reports on age/aging of leads available in the analytics module. | |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
Inactive lead detection is part of automation. | |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
Automated reminders and follow-ups are included in the workflow builder. |
Performance Analytics & Reporting
(10 Yes /10 Known /11 Possible features)
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Customizable dashboards for agents and managers mentioned in documentation. | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Pipeline/funnel reports are standard analytics views. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Conversion rate analytics featured as KPI in performance analytics. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
Channel/source attribution reporting included in analytics feature list. | |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
Performance metrics are reported by user, role, and agency group. | |
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Custom report builder Users can build and export custom reports. |
Custom report builder is mentioned as a powerful no-code feature. | |
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Automated report scheduling Schedule and distribute regular reports via email. |
Analytics and reporting can be scheduled and distributed automatically. | |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
Funnel drop-off analysis described as a standard analytics tool. | |
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Time to conversion Average time taken for a lead to be converted. |
No information available | |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
Export in CSV and Excel is confirmed. | |
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Real-time analytics Access to live updated stats and charts. |
Live analytics are supported. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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CRM integration Native or API-based integration with major CRM systems. |
CRM integration possible via open API and native connectors. | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
Integration with core insurance systems is a selling point for Insly. | |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
No information available | |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
No information available | |
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Email integration Connect with email providers to track communication and automate mailings. |
Email integration for outbound/inbound and drip communications available. | |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
Supports third-party marketing automation tools via API/webhooks. | |
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Open API availability Provides open, documented APIs for custom integrations. |
APIs are documented and available for integration. | |
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Webhook support Support for triggering outbound webhooks on events. |
Webhooks supported as workflow automation triggers. | |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
File import/export via secure file transfer is supported for bulk data. | |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
Single sign-on (SSO) supported for enterprise clients. |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Responsive interface for web (desktop/tablet/mobile broswer). | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
No information available | |
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Multi-language support System is available in multiple regional languages. |
No information available | |
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Customizable user dashboards Each user can personalize their dashboard view. |
User dashboards are customizable according to role and preference. | |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
No information available | |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
Quick search and advanced filters available in the lead/case list views. | |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk actions supported for lead distribution and data changes. | |
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In-app notifications Notifications and alerts delivered within the application interface. |
In-app notifications and alerts included. | |
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User onboarding/tutorials Built-in guides to train new users or agents. |
Onboarding guides, in-app help, and walkthroughs provided. | |
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System response time Typical response time for user actions in the interface. |
No information available |
Automation & Workflows
(10 Yes /10 Known /10 Possible features)
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Tasks and reminders are automated based on workflow and status changes. | |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
Workflow builder is central to the no-code approach. | |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
Lead scoring can be set via workflow; some AI-based scoring features available with add-ons. | |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
Scheduled communications available as part of related workflow triggers. | |
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Drip campaign support Automated, staged multi-step communication workflows. |
Drip campaign (multi-step communication) is a feature for agencies. | |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
Rule-based escalation included in workflow builder. | |
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Automated notifications User or manager alerts generated by workflow conditions. |
Automated notifications part of broader workflow automation. | |
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Lead nurturing flows Multi-touch automated nurture sequences. |
Lead nurturing flows are featured for agency and client relationships. | |
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Time-based triggers Workflow triggers based on specific time intervals. |
Time-based triggers are part of workflow automation. | |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
Custom webhooks/actions available through no-code workflow builder. |
Compliance, Security & Data Privacy
(10 Yes /10 Known /10 Possible features)
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Data encryption Lead data is encrypted at rest and in transit. |
Data is encrypted in transit and at rest, as stated in security documentation. | |
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Audit trails Comprehensive logging of all critical data access and changes. |
Comprehensive audit logs for data changes are included. | |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based access configurable for multiple layers of agency/administration. | |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
Platform claims compliance with GDPR/CCPA for the EU and US. | |
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Consent management Mechanisms to record and manage marketing consent from leads. |
Consent management tools are available for marketing and privacy compliance. | |
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Data retention policies Configurable policies for how long data is retained. |
Configurable retention policies, with user controls for archiving and deletion. | |
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Field-level security Restrict who can see or edit specific data fields. |
Field-level security supported in user/role permission setup. | |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
Data masking is available for personally identifiable fields. | |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
Platform supports secure data deletion, with audit trace. | |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
Supports multi-factor authentication for admin and enterprise users. |
Configurability & Customization
(10 Yes /10 Known /10 Possible features)
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Custom fields Add and configure custom data fields to lead records. |
Custom fields can be created by administrators as part of no-code customization. | |
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Branding customization White-labeling support for agency/distributor branding. |
White-labeling and branding customization options are a standard offering. | |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
Hierarchical access, including advisor/manager/agency, is built into user management. | |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
Workflows can be defined and tailored for each distribution channel. | |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
Custom lead status lifecycle steps can be defined by users. | |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
User notification preferences can be tailored. | |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
Role-specific UI/UX supported for admin/managers, brokers, agents. | |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
Multiple insurance product lines, each with distinct process, can be supported. | |
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Dynamic form builder Administrators can create and adjust data collection forms. |
Dynamic/no-code form builder for data collection is part of core offering. | |
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Custom validation rules Add organization-specific data validation logic. |
Client-specific data validation logic can be set as business rules. |
Scalability & Reliability
(6 Yes /6 Known /10 Possible features)
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Concurrent user capacity Number of users that can be supported simultaneously. |
No information available | |
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Uptime guarantee Service level agreement for system availability. |
No information available | |
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Disaster recovery Robust business continuity and disaster recovery planning. |
Business continuity and disaster recovery protocols are available. | |
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Load handling Capability to handle surges in traffic or lead volumes. |
Auto-scaling and high-volume load handling highlighted in documentation. | |
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Performance monitoring Ongoing system health and usage monitoring. |
Performance monitoring via dashboards and admin views. | |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
Cloud hosting in multiple regions ensures geographic failover. | |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
Capacity and infrastructure can scale up or down as needed. | |
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Auto-backup frequency Frequency of automatic system backups. |
No information available | |
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Failover capability Support for automatic failover in case of system component failures. |
Platform offers failover and redundancy as part of resilience. | |
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API rate limit Number of API requests that can be processed per minute. |
No information available |
Support & Vendor Services
(9 Yes /9 Known /10 Possible features)
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24/7 technical support Continuous support availability via multiple channels. |
24/7 technical support offered by the company. | |
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Dedicated account manager Assigned account manager for personalized service. |
Dedicated account managers assigned for larger clients. | |
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Onboarding assistance Help with setup, configuration, and user training. |
Implementation and onboarding assistance part of service wrap. | |
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User documentation Comprehensive manuals, guides, and FAQs. |
User documentation and guides are available online. | |
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Community/knowledge base Online forums or resources for peer support. |
Community forums and knowledge base for product support. | |
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Implementation services Professional services for complex integrations/rollouts. |
Professional services offered for complex implementations. | |
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Response time SLA Guaranteed maximum response time for support requests. |
No information available | |
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Training resources Online training, video tutorials, and in-person sessions. |
Rich library of training resources and video tutorials provided. | |
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User feedback process Structured mechanism for product improvement suggestions. |
Feedback process available via support or product portal. | |
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Regular product updates Ongoing feature releases and bug fixes. |
Regular product updates and feature releases as part of SaaS offering. |
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