Product Features:
  • Specific for Insurance Industry
  • Calendar/Reminder System
  • Contact Management
  • Document Management
  • Document Storage
  • Email Marketing
  • Marketing Automation/Integration
  • Quotes/Proposals
  • Time Tracking
Product Information

LeadOrganizer  is aWeb 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 will automatically route or distribute leads to the right agent in your team based on a set of configurable assignment rules. A free trial is available on request.