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First call information

By keeping track of all communication with clients, carriers or upline, users have access to all information on click. This feature helps agents to provide personalize and one to one service as a knowledgeable service provider.

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.
Agency Management Tools
   
Sales Force Automation – SFA
Lead distribution
Insurance Marketing Automations
Term Life Quote engine
Auto-fill insurance forms
Integrated data management
Time and task management
Document management
Reporting Tool
Pipeline visibility
First Call information Capability
Higher ROI
   
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