Subscribe Now Subscribe Now
Subscribe Now Customer Login
Contact Us Contact Us
Home Solutions Features Support News Philanthropy image
Insurance Software-Home
Insurance Software-Home
Case Study Product Tour Free Trial
Why LeadOrganizer?

Today, every business big or small would like to improve its leads effectiveness and conversion of leads into sales for higher revenues. So, they focus on a tool to resolve their problems. This is where LeadOrganizer, a web hosted CRM with its own unique features offers advantages to the insurance industry's small and medium businesses (SMB).

The LeadOrganizer advantages lies in its insurance industry focus. It has been designed with the help of insurance sales agents so it works the way you do ----providing functionality and features like integration with a custom quote engine and insurance document management center. Sales performance improvement happens due to the LeadOrganizer features matching the user needs.

It enhances the user's ability to use captured leads using different customer touch points. Enriching the customer experience by interacting with him using multiple marketing channels offers significant cost advantage of delivery.

The LeadOrganizer Life significantly improves the sales and marketing effectiveness in the life insurance business. It is available in two versions - Personal Edition and Team Edition ( five users). It has the following functionalities:

Sales Force Automation
Bullet Lead/Contact/opportunity
Bullet Task/Activity Management
Bullet LeadOrganizer Console-8 modules in 1 screen
Bullet Reports
Marketing Automation
Bullet Campaign management: email/newsletter
Bullet Campaign execution and response management
Bullet Lead management
User Productivity
Bullet Personal LeadOrganizer and email /text chat/VOIP/newsletter
Bullet Infrastructure integration
Bullet Document management center
The LeadOrganizer Advantages
Bullet Insurance focus: BimSym has developed the product specifically for the small and medium (SMB) insurance industry businesses. SMBs are the motive force of growth in any industry segment so their performance is critical.
Bullet Presence in web services: BimSym has been working in the web-based areas of the internet services business for the past six years.
Bullet Quick deployment: The LeadOrganizer application is customized and deployed in a very short period of time. Hence there is no downtime.
Bullet Systems & Support: Once the LeadOrganizer is loaded, BimSym offers a 99.97% uptime. A service level agreement guarantees a 99.9% uptime.
With integrated features and functionality, LeadOrganizer™ exceeds expectations by providing cost effectiveness, security and customizability in all areas of operations from linear integration of data to channelizing effective e-marketing communication helps you to organize your agency and lead it to higher profits and growths.
Bullet CD Type Annuity Quote Application
Bullet Term life insurance quote application
Bullet Boat Insurance Quote Application
Bullet Custom Campaign Marketing
Bullet Permission Mail Marketing
  Bimsym Solutions
  Sales Force Automation
  Marketing Automation
Insurance News
LeadOrganizer-Life, the first life insurance e-CRM adds new customizable feature
LeadOrganizer-Life, the first e-CRM product for life insurance professionals launched in the US market
VP, BimSym USA opens the new India office
BimSym team at community free medical camp
BimSym launches the beta version of LeadOrganizer
Case Studies
Paperless office! Better SFA! And quicker response
365 days, 24x7, affordable Insurance customer services in the US.
8 in one module allows simultaneous transactions and successfully closing a sale.
Lead the customer from Referral to Satisfied Customer for Life in minutes.
A System that works through existing tangles and delivers 100% results.
Optional Features
Sales Forecasting
Account Management
Sales Analytics
Paramed Integration
BimSym's Offers
BimSym offers two groups of web-based customized applications having high levels of functionality. The first group is made of proprietary Custom Quote engines for term, annuity, and boat insurance. The second group is the e-CRM applications, the LeadOrganizer -- that significantly improves the sales and marketing effectiveness in a business, and the NewsletterOrganizer, the hosted email marketing that automates the marketing function for better customer experience.