|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.