Header banner
Revain logoHome Page
anapi logo

Anapi Review

3

·

Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Vertical Industry, Financial Services

View on AmazonView on ЯM

Description of Anapi

Anapi's platform helps our companies not only obtain quotations and close policies, but also provides us with insights through its powerful dashboard. By digitising the entire process, Anapi has successfully allowed us to keep track of our growing portfolio of 15+ and ensure we maintain a high level of corporate governance throughout.

Reviews

Global ratings 3
  • 5
    2
  • 4
    1
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Great alternative from Microsoft Office

It is very user friendly for even newbies like me who are used to using online platforms such as Zoho or Google Docs. The design looks professional and modern in every way. I have been able to streamline my workflows by automating repetitive tasks that would otherwise be difficult to do manually. There isn't anything really bad about it either. Sometimes when you click too fast, the system freezes up which makes working slower than normal. However this doesn't happen all the time so I wouldn't…

Pros
  • Multiple users can collaborate
  • Can sync with Salesforce (so easy)
  • Very visual/intuitive interface; no coding required great UX Designer tool available within AneApi itself allows drag'n'drop feature from various sources into one canvas area.
  • Allows sharing documents directly through email link without downloading
  • Great document analytics features including tracking views & comments
Cons
  • Almost everything is ok

Revainrating 4 out of 5

Needs more attention regarding email delivery & follow up

The best part is that they are always there for you no matter what time or day it is! You can reach them at any hour by calling their number or sending an e-mail which makes things easier for me as well as my clients because I don't have to worry about being late in meeting deadlines due to work hours. They sometimes leave messages unread until after certain times so make sure your message gets read before deadline passes. We've been using Anpi since 2016 when I joined this agency and…

Pros
  • I like this because it's very easy to reach them if I have any problems and they are helpful and always helpful with great advice
Cons
  • Sometimes they seem unorganized and forget important tasks which is bad for my work as a manager

Revainrating 5 out of 5

A good product with lots room/scope

The best part about Anapi is that it allows you to manage your policy documents as well as quotes in one single place. It is very user friendly which makes life easy for clients when they are looking at multiple insurance providers. I haven't faced any issues so far while using this software. Overall everything works fine, nothing much to dislike here. There might be some minor glitches from time-to-time but overall it performs just great! We have been able to reduce paperwork by almost 40%…

Pros
  • Its Userfriendly interface & functionality with minimal IT setup required.
  • Fully compliant under CPA's standards
  • SIF certification available if desired
Cons
  • Almost everything is ok