PreciseFP

PreciseFP

Spectrum Input
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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses searching for a survey management SaaS platform

Audience

Companies searching for a solution to collect client financial data

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$60 per month
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

InvestWell

InvestWell

Excel Net Solutions
Intely

Intely

intely.io

Categories

Data Entry Supported
Forms Automation Supported
Survey Supported

Categories

Forms Automation Supported

Survey Features

Custom Survey URLs Not Supported
Data Analysis Tools Supported
Email Marketing Not Supported
Mobile Survey Supported
Offline Response Collection Supported
Paper Survey Not Supported
Question Branching Not Supported
Question Library Supported
Site Intercept Survey Not Supported
Skip Logic Not Supported
Supports Audio / Images / Video Supported

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Not Supported
Text Editing Not Supported
Version Control Supported

Integrations

Chief Not Supported
Duck Creek Suite Supported
FP Alpha Not Supported
Majesco Supported
Matrix Supported
MoneyGuide Not Supported
Motileo Not Supported
Nearmap Supported
SmartOffice Not Supported
Tableau Supported
Wufoo Not Supported
Zapier Not Supported
Zillow Supported
Zywave Analytics Cloud Supported

Integrations

Chief Supported
Duck Creek Suite Not Supported
FP Alpha Supported
Majesco Not Supported
Matrix Not Supported
MoneyGuide Supported
Motileo Supported
Nearmap Not Supported
SmartOffice Supported
Tableau Not Supported
Wufoo Supported
Zapier Supported
Zillow Not Supported
Zywave Analytics Cloud Not Supported
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