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Forecasting

Built-in accounting and commission module helps agents and agency for estimated commission income for upcoming months. Pipeline visibility allows agents to run sales forecast for specific period.

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
   
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