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Case Study 4 - Lead the Prospective Customer from Referral to Satisfied Customer for Life in minutes.
The Customer
A US based insurance carrier in the SMB segment handling a set of clients in a very competitive environment. A set of referrals is ready to be converted, but there is a shortage of time and a need for superior services.

The Challenge

The lead management environment is a complex process of form filling, large amounts of data, and presence of stiff competition. The agent has the daunting task to decrease anonymity and to build confidence by answering queries and closing deals.

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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 3
8 in one module allows simultaneous transactions and successfully closing a sale
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.