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Document Management
Document Management is an important and useful feature of LeadOrganizer. Many Agents have already pre-written email and mail templates that have proven successful for them.  Rather than having to re-create these documents, LeadOrganizer will allow an Agent to easily upload the document making it available at any time for any client.  If a Document is uploaded it can also be made “Public” so that fellow agents working together can share the templates and save time during setup.
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