Technology

Active Review, Active Email, Active Admin

	We were very pleased with the Active Retention process and their technology made our jobs much easier. Although we have done surveys in the past, we were in a much better position to respond and act upon the results with Active Retention’s Client Service Review Solution.
	Patty Fontneau Chief Administrative Officer, IMA Financial

	The detailed client information we received amazed us, from the switchboard operator to the President of our firm.
	Janet Pendexter VP of Operations

Active Review Dashboard:
The Active Review Dashboard (shown to the left) allows executives quick and easy access to strategic information. MyActive Review allows sales and service people to see “only” their client data in their personalized dashboard.

Active Email:
Detailed results are reviewed by our analysts and pushed to the responsible team members and managers within 24 hours.

Active Admin:
Simple yet sophisticated administration and rights management system.