This will help the sales team to get qualified leads and reduce manual assignment. Lead Distribution - Automatically route or distribute leads to the right agent in your team based on a set of configurable assignment rules such geography, health information, product interest, revenue potential, and others. LeadOrganizer's SFA functions are integrated with an enhanced instant term life quoting tool, paramed order, and auto fill applications. SFA - LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. It is a focused and a customized solution, which works by blending contact management, document management, time management, agency work-flow automation, and communication tools for life insurance distributors and producers. Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry. Insurance software for lead management, sales and marketing - CRM - Sales Force AutomationĪllow LeadOrganizer ™ to Close Your Insurance Sales.
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