Every Xanatek policy and settled claim asks for a review
Everything you need for reviews, with nothing you don't.
- Live in minutes, no demo
- Every issued policy asks for a review
- Each review credited to the agent
Xanatek is connected to Reviewflowz. Trigger in Xanatek: issued. A review request is then sent by SMS to the policyholder, and the Google review that comes in is saved on the policy, credited to the agent, Megan Doyle.
Policy #20417 
A review request goes out when a policy is issued
When Xanatek records that a policy is issued, a claim is settled or a renewal is processed, Reviewflowz sends the policyholder a review request. It goes out by email, SMS or WhatsApp on the timeline you set.
Nobody on your team keeps a list of who to ask. The Xanatek record does the asking.
When a policy is issued in Xanatek, a review request campaign runs by itself: an SMS one hour later, an email three days later, a WhatsApp message seven days later, until a new 5-star Google review comes in.
Every policyholder gets the link, not just the happy ones
The request reaches the policyholder's phone with one review link. There is no rating pre-screen, so every client served gets the same ask.
The link opens the review platform that needs reviews most, so new reviews land where your agency is thin.
When a policy is issued in Xanatek, the policyholder gets an SMS asking how it went, with a link to review it. They tap the link, give five stars and post on Google, and the review lands tied to the policy and the office: Riverside Office, Oak Park Office, Hillcrest Office.
Connect Xanatek to Reviewflowz today
Start the 14-day trial with no card and your next issued policy sends a review request.
Each review credited to the agent on the policy
Reviewflowz saves each review against the Xanatek policy it came from and credits it to the agent on that record. Clients never need to mention a name.
Past policies import for reporting, so you see each agent's review conversion rate from day one. Past policyholders are never messaged.
The policy in Xanatek records which agent did the work. The review request carries the policy, so when the policyholder leaves a five-star Google review with no name in it, it is credited to the agent and saved back on the same policy.
Xanatek integration: questions
How do I connect Xanatek to Reviewflowz?
Open Integrations in Reviewflowz and connect Xanatek. It takes minutes, it's self-serve and you don't need a demo.
When does a policyholder get the review request?
Reviewflowz sends it once Xanatek records that a policy is issued, a claim is settled or a renewal is processed. You pick email, SMS or WhatsApp and set the timeline. The request then goes out on that timeline with no manual step.
Who gets asked for a review?
The policyholder on the Xanatek record gets asked. Reviewflowz doesn't pre-screen by rating, so every client served gets the same request. The link opens the review platform that needs reviews most.
What happens if a policy is cancelled?
A request only goes out when Xanatek records a policy as issued, a claim as settled or a renewal as processed. A record that never reaches one of those events sends nothing.
How are reviews credited to agents?
Reviewflowz reads the agent on the Xanatek record and credits each review to that agent, so clients never need to mention a name. Past policies import for reporting, which gives you each agent's review conversion rate. Past policyholders are never messaged.
What does the Xanatek integration cost?
Reviewflowz costs $70 per location per month billed annually, or $80 month to month. Messaging costs $5 per 1,000 emails and $5 per 100 SMS. You can start with a 14-day trial and no card.