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Integrated data management

One of the major features implemented within LeadOrganizer is the auto-fill application and forms feature. Enter information once and LeadOrganizer will use that information multiple times and multiple places. BimSym has developed Form Intelligence for several carriers’ requirements, which allow users to populate required forms, by company, for specific conditions of an applicant. Q-Apps allow agents to interview clients with required questions by carriers to complete forms without missing any information. Once an agent completes an interview all information automatically replicates on sets of required forms, this feature saves time and eliminates any chances for error.

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