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Case Study 3 - Eight in one module allows simultaneous transactions and successfully closing a sale.
The Customer
A US based insurance carrier independent agent covering the eastern states. His customer base consists of more than 300,000 clients spread over these states.
The Challenge

With 300,000 customers and more than 2,000,000 potential leads spread across 4 states, does he stay at home or go and meet his customers and thereby lose the opportunity to work on new leads?

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Case Study
Bullet Case Study 1
Paper Less Office! Better SFA! and quicker response
Bullet Case Study 2
365 days, 24x7, affordable Insurance customer services in the US.
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.