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Case Study 5 - A System that works through existing tangles and delivers 100% results.
The Customer

A large US based mid-west insurance carrier servicing nearly 400,000 customers. For the past 20 years, it has been operating through agents and brokers in this very competitive segment.

The Challenge
The rising competition has made it imperative for the carrier to upgrade its systems and offer higher levels of services. Customers are also increasingly spending more time on the internet and have less and less time to take away from their busy schedule to meet individual agents. They would also like to spend more time studying comparative rates and products.

The agent has various systems in place for different types and versions. This makes integrating work and process flows difficult.
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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 4
Lead the customer from Referral to Satisfied Customer for Life in minutes
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.