What is Lead Organizer?
Software that has call, document and time management tools along with workflow automation and communication tools.
Lead Organizer is for companies that provide services to the insurance industry.
This software is based on SaaS Cloud and can run on the cloud, but does not have a version that can be installed on personal computers and mobile phones.
This software has a free trial version that the user can use to test with the software and, if satisfied, purchase the full version.
Software features include: calendar and reminder system, document storage, email marketing, marketing automation, and quotes and estimates.
Lead Organizer is an online agency management software, custom, web-based and customer relationship management software for the insurance industry. It is a centralized, custom solution that combines time management, call management, document management, workflow automation, and life insurance communication tools for life insurance distributors and manufacturers. Lead organizer also supports audience management and has its own communication, planning, performance tracking and marketing tools. Lead organizer features are integrated with an improved quote tool, parameter order and autofill applications.
Automatically direct customers or distribute to the right rep on your team based on a set of customizable allocation rules such as geography, health information, product importance, revenue potential, and more. "It helps the sales team reach eligible customers and reduce manual activity."