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Customer Relation Management System | Support | Contact Us | Careers
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  CRM Solutions Provider
software solutions
 
Customer Relation Management (CRM)
 Client/Lead Management
Platform Independent, Access any time, 24x7 Platform Independent, Access any time, 24x7
Time Management Time Management
Task/Activity Management Task/Activity Management
Capture leads from any sources Capture leads from any sources
Predefined information fields Predefined information fields
Multiple Communication Channels Multiple Communication Channels
Prewritten letters and e-mails templates Prewritten letters and e-mails templates
Paramed order and status check on one click Paramed order and status check on one click
Built-in quote engine and health analyzer Built-in quote engine and health analyzer
Virtual Document Management Virtual Document Management
Built-in label and envelop generator Built-in label and envelop generator
Auto-fill insurance forms for more then 120 carriers Auto-fill insurance forms for more then 120 carriers
Integrated Contact Management Integrated Contact Management
Sales Force Automation Sales Force Automation
360° view of customer history 360° view of customer history
Automated e-mailer and reminder system Automated e-mailer and reminder system
Predefine and customize reports Predefine and customize reports
Unlimited 24x7 support Unlimited 24x7 support
   
 Customer Relation Management System - CRM
The LeadOrganizer is a flagship product of BimSym. The LeadOrganizer is the first online CRM application for US insurance professionals. The lead and contact management application offers superior sales and marketing effectiveness in the life insurance business. The LeadOrganizer has the following functionality: sales force automation, marketing automation, and user productivity.

Your customers are your greatest assets. We can help you work through the challenges associated with knowing who your most profitable customers are, what they need, how they make decisions, how to communicate with them, and what products and service levels you must provide to transform your customers into loyalists of your business. BimSym's LeadOrganizer.net is the ideal complete online contact management application with an integrated instant quote application, document manager and an automated mailer.

The LeadOrganizer advantages lies in its insurance industry focus. BimSym has designed the application with the help of insurance sales agents so it works the way you do ---- providing functionality and features like integration with an online insurance quote and insurance document management center. Sales performance improvement happens due to the LeadOrganizer features matching the user needs.

It enhances the user's ability to use captured leads using different customer touch points. Enriching the customer experience by interacting with him using multiple marketing channels like email etc offers significant cost advantage of delivery.
The LeadOrganizer Life significantly improves the sales and marketing effectiveness in the life insurance business. The LeadOrganizer Advantages are its insurance focus, quick deployment and systems & support with a 99.99% uptime.
 
 
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