What is LeadOrganizer?

LeadOrganizer is a web-based customized online agency management and Customer Relationship Management (CRM) application for the insurance industry (not insurance software). It is a focused and customized solution for life insurance distributors and producers that combines contact management, document management, time management, agency workflow automation, and communication tools. Lead management, communication tools, scheduling, performance tracking, and marketing tools are all supported by SFA - LeadOrganizer.

The SFA functions of LeadOrganizer are integrated with an improved instant term life quoting tool, paramedics order, and auto fill applications. Based on a set of configurable assignment rules, Lead Distribution will automatically route or distribute leads to the appropriate agent in your team. On request, a free trial is available.