Wrightsure Insurance Brokers
REVIEW REQUESTS

Manager demo - sample customer requests attributed to your team. No emails are sent.

Team review requests

See who invited each customer and how their invitation is progressing.

Date range
7Requests shown
7Team members
1Review link clicks
Google review matching

Your CRM brings in Google reviews so requests can be matched to submitted reviews. This demo uses sample matches; the live CRM connection is not connected here.

Confirmed matches count as submitted reviews. Suggested matches need manager confirmation.

Request activity

Team member
Status
Review match
CustomerRequested byInteractionRequested onEmail statusGoogle review
Sarah Thompson
sar***@example.com
Laura O'MalleyNew policyDelivered
David Wilson
dav***@example.com
Emma OwensRenewalReview link clicked
Alex Brown
ale***@example.com
Kevin LewisPolicy changeSent
Jamie Taylor
jam***@example.com
Rachael SquiresClaim supportDelivery failed
Sam Jones
sam***@example.com
Matthew RobertsRenewalDelivered
Casey Smith
cas***@example.com
Sarah WalkerNew policyDelivered
Morgan Green
mor***@example.com
Karen HoldsworthRenewalSent

Google reviews are matched separately from email delivery and link clicks. Managers can confirm or reject suggested matches below. All displayed reviews are sample data.