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Analytics

Customize reports for all analytics you may need to review your business performance. Track new business, renewal business, analyze agent’s recruiting channel performance, agent and call center performance, follow-up, commission tracking and forecast.

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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