Empower Your Health Insurance Sales Team
with Seamless Lead Sharing and Management
Refer Plans provides health insurance organizations with the tools to share leads, track progress, and drive higher sales through collaboration and insights.
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About Us.
In 2014, Steven Smith have gotten so much of our time back that we're now able to put towards things that are actually helping our company as opposed to just throwing content out there. and the idea of Lexend was born. Today, Lexend empowers teams to easily communicate with customers through personalized documents that can be created in minutes, build meaningful relationships.
Smart features for your business
We focus on helping you to make useful content more accessible with an utlimate goal for a good sharing profit as a content creator.
Share tools quickly and confidently in minutes
This powerfull tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.
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Connect every part of your entire business
Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.
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Maintain compliance and control your apps
Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.
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Review quickly and confidently
Get real-time access to approvals, comments and version tracking. Smart features like variables and conditional logic help you eliminate Tool errors.
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Our Values it’s Simple!
Make an impact
We’re building something big. Something that has the power to change the trajectory of any sized business for the better.
Learn
Teams are masters of their craft though we’re all experts in our respective fields, we always make time to expand our minds.
Empathy
We strive to be empathetic to every customer and colleague and by doing so we provide better experience for all.
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Lexend founded
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Hardworking group
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Document workflows
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Taux convertion
How we got here
2014
Where the idea come up of Lexend :)
2015
Launched our first business that can be created in minutes, build meaningful relationships.
2016
Opened our new office in Toronto, CA
2019
Moved to Silicon Valley whereas now we can focus on building out to help our employees.
2020
Opened a new office in London, UK.
Today
Top-rated software solution for service suppliers.
Let's get in touch.
Feel free to reach out to us using the options below, and our dedicated team will respond to your inquiries promptly.
“This software simplifies the website building process, making it a breeze to manage our online presence.”
David Larry
Founder & CEO
