Integrate Search And Save with Retently

Sync customer profiles between Search And Save and Retently to ensure up-to-date information for survey distribution. Trigger NPS/CSAT surveys after significant customer interactions, such as policy updates or new quotes, to gather feedback on the service experience.

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About Search And Save

Search And Save is a Medicare quoting system and CRM designed for agents. It allows for the creation and management of customer data.

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Search And Save to Retently

1

New Customers

Triggers when a new customer or list is created in Search And Save.
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Retently to Search And Save

1

Add New Customer

Adds a new customer to the system.

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