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Allow LeadOrganizer to Close Your Insurance Sales - a Smarter Way!

- Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry. It is a focused and a customized solution, which works by blending contact management, document management, time management, agency work-flow automation, and communication tools for life insurance distributors and producers.

SFA - LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. LeadOrganizer's SFA functions are integrated with an enhanced instant term life quoting tool, paramed order, and auto fill applications.

Lead Distribution - Automatically route or distribute leads to the right agent in your team based on a set of configurable assignment rules such geography, health information, product interest, revenue potential, and others. This will help the sales team to get qualified leads and reduce manual assignment.
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 that helps you to organize your agency and lead it to higher profits and growths.

Agency management tools
Bullet Sales Force Automation – SFA
Bullet Lead distribution
Bullet Insurance Marketing Automations
Bullet Term Life Quote engine
Agency management tools
Bullet Auto-fill insurance forms
Bullet Integrated data management
Bullet Time and task management
Bullet Document management
Agency management tools
Bullet Reporting Tool
Bullet Pipeline visibility
Bullet First Call information Capability
Bullet Higher ROI
BimSym Solutions
Bullet Term life insurance quote application
Bullet CD Type annuity quote application
Bullet Boat Insurance quote application
Bullet Custom Campaign Marketing
Bullet Web hosting and design
Bullet CRM - LeadOrganizer
Insurance News
Bullet LeadOrganizer-Life, the first life insurance e-CRM adds new customizable feature
Bullet LeadOrganizer-Life, the first e-CRM product for life insurance professionals launched in the US market
Bullet VP, BimSym USA opens the new India office
Bullet BimSym team at community free medical camp
Bullet BimSym launches the beta version of LeadOrganizer
Optional Features
Bullet Sales Forecasting
Bullet Account Management
Bullet Sales Analytics
Bullet Paramed Integration
Bullet Customization

CRM Resources

Bullet More..
Case Studies
Bullet Paperless office! Better SFA! And quicker response
Bullet 365 days, 24x7, affordable Insurance customer services in the US.
Bullet 8 in one module allows simultaneous transactions and successfully closing a sale.
Bullet Lead the customer from Referral to Satisfied Customer for Life in minutes.
Bullet A System that works through existing tangles and delivers 100% results.
Bullet Life Insurance Conference
Bullet ACORD LOMA Insurance Systems Forum
Bullet FOCUS 2005
Bullet 2005 LOMA Annual Conference & Conferment
Articles on CRM
Bullet The Future of IT
Bullet CRM for Insurance
Bullet CRM in Insurance: Capitalizing on the Customer Service Opportunity
Bullet Insurance Agencies Find Benefit in CRM Technology
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.