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Case Study 2 - 365 days, 24x7, Affordable Insurance customer services in the US.

The Customer

A US based large insurance carrier operating across a number of states. It operates through agents and independent brokers.

The Challenge

Generate and qualify leads, communicate benefits & features of products, collect client info and provide quotes and illustrations
Percent of Total expenses: 46%
Processing: 14%, Servicing: 23%, product development: 2% and support: 13% Insurance industry & marketing Expenses
- AT Kearney study

To have a cost effective CRM solution that is able to do lead management and significantly improve the marketing automation processes.

To see our final solution, Click here
Case Study
Bullet Case Study 1
Paper Less Office! Better SFA! and quicker response
Bullet Case Study 3
8 in one module allows simultaneous transactions and successfully closing a sale.
Bullet Case Study 4
Lead the customer from Referral to Satisfied Customer for Life in minutes
Bullet Case Study 5
A System that works through existing tangles and delivers 100% results.
Insurance News
LeadOrganizer-Life, the first life insurance e-CRM adds new customizable feature
LeadOrganizer-Life, the first e-CRM product for life insurance professionals launched in the US market
VP, BimSym USA opens the new India office
BimSym team at community free medical camp
BimSym launches the beta version of LeadOrganizer
Optional Features
Sales Forecasting
Account Management
Sales Analytics
Paramed Integration
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.