ReferAndEarn | PolicyFlowAI

An AI-powered insurance education and lead capture platform designed for independent insurance agents to engage prospects and simplify policy complexites.

Data types

  • AgentProfile
  • InsuranceProduct
  • AgentProduct
  • Lead
  • ClientActivity
  • QuizResponse
  • AIExplainerLog
  • Resource
  • ExamQuestion
  • ExamAttempt
  • EmailDrip
  • AgentResource
  • Newsletter
  • AgentMedia
  • GeneratedLead
  • Invite
  • PlatformStats
  • AIUsage
  • AICache
  • CacheConfig
  • Testimonial
  • CaseStudy
  • LeadNote
  • LeadReminder
  • LeadTag
  • Referral
  • CoachReport
  • CampaignTemplate
  • PageExperiment
  • Workflow
  • WorkflowStep
  • WorkflowRun
  • WorkflowStepRun
  • EventLog
  • LeadAutoResponse
  • LeadCommunicationPrefs
  • NurtureSettings
  • LeadScoringConfig
  • QuizRecommendationCache
  • AutoContentSettings
  • ScheduledPost
  • NewsletterSettings
  • StateNews
  • RecyclerSettings
  • OnboardingEmailTemplate
  • OnboardingSequence