When a policy is issued, claim is settled, renewal is completed, or quote is delivered in Xanatek, Reviewflowz automatically sends a review request to your policyholder via email, SMS, or WhatsApp. Set it up once, and every single client gets asked for a review without any manual work. No forgetting, no delays, no missed opportunities.
Your happiest policyholders, flagged in Xanatek
When a policyholder leaves a 5-star Google review, that signal flows right back into Xanatek attached to their policy record. Now your agents know who your biggest fans are during renewals and claims conversations. Ask them for a video testimonial, a referral, or a case study. Your best marketing comes from your happiest policyholders, but only if you know who they are.
Staff attribution without the name-drop
Most agencies ask policyholders to mention their agent or broker by name in reviews. Problem: Google flags those reviews more often, and clients forget or misspell names. Reviewflowz takes a different approach. Because it's connected to Xanatek, it already knows which agent handled the policy or claim. When the review comes in, it's automatically attributed with no name needed. Your reviews read naturally, fewer get removed, and you still get per-agent performance breakdowns for leaderboards and coaching.
How serious are you about your reviews?
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An agency with 200 reviews sounds impressive until you realize they handle 10,000 policies annually. That's a 2% conversion rate. Your competitor has 80 reviews from 1,500 policies, achieving a 5.3% rate. They're winning. Because Reviewflowz connects to Xanatek, it knows exactly how many policies and claims you processed. So instead of celebrating raw numbers, you see: 285 policies this month, 39 reviews, 13.7% conversion rate.
AI replies to every review automatically.
Replying to reviews boosts your Google ranking, builds trust with potential policyholders, and gives unhappy clients a reason to renew their coverage. But what agent or broker has time to reply to every single review about claims, premiums, or policy renewals? Reviewflowz generates on-brand replies using AI across Google, Yelp, BBB, Facebook, and 200+ other sites. Approve them manually or let them publish automatically.
FAQs
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What review sites matter most for insurance businesses?
Google Reviews is always #1 for insurance agencies since it directly impacts local search rankings when potential clients search for coverage or claims assistance, but Yelp, BBB, and Facebook are equally critical for domain authority and industry-specific credibility in the insurance sector. The Better Business Bureau carries particular weight for insurance businesses due to consumer trust expectations around policy reliability and claims handling. Reviewflowz monitors all these essential platforms plus 200+ additional review sites from one centralized dashboard, ensuring your agency never misses important feedback that could impact renewals or new policy acquisitions.
How do I measure my review performance?
Don't just count raw reviews. The metric that matters is your review conversion rate (reviews divided by policies or claims), and Reviewflowz calculates this automatically by pulling your policy data from Xanatek. An agency with 80 reviews from 2,000 policies (4% conversion rate) will outperform a competitor with 200 reviews from 15,000 policies (1.3% conversion rate).
How does the review request actually get sent?
When specific events happen in Xanatek like a policy being issued, claim settled, renewal completed, or quote delivered, Reviewflowz automatically detects this and sends a review request to your client via email, SMS, or WhatsApp. You configure it once by selecting your trigger event and preferred channel, then every future client gets contacted automatically without any manual work from your team. It's completely set-and-forget once you've chosen your settings.
Can I send review requests via WhatsApp?
Yes, Reviewflowz supports WhatsApp review requests alongside email and SMS options. WhatsApp delivers significantly higher open rates at nearly 98%, making it extremely effective for customer engagement. Just like email and SMS, WhatsApp requests are triggered automatically from Xanatek when policies are issued, claims are settled, renewals are completed, or quotes are delivered.
Can I track which agent or broker generates the most reviews?
Yes. Reviewflowz automatically pulls policy and claim data from Xanatek to attribute each review to the correct agent or broker without clients needing to mention names. This gives you detailed performance tracking per agent while avoiding Google's tendency to flag reviews that specifically name insurance staff members.
How long does it take to set up Reviewflowz with Xanatek?
Setup takes just minutes, not days. Simply connect your Xanatek system, select your trigger and messaging channel, and you're live with no developer or IT support required. Your first review request goes out the same day.
How much do review request emails and SMS cost?
Review request emails cost $5 per 1,000 emails and SMS costs $5 per 100 messages on a pay-as-you-go basis with no monthly minimums or contracts. For most insurance agencies using Xanatek, this works out to just pennies per review collected. WhatsApp pricing varies by country and follows the same pay-as-you-go model.
