LeadOrganizerLeadOrganizer.net
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SAIBAOnlineSimson Softwares Private Limited
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About
LeadOrganizer™ - Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry. 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. SFA - LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. LeadOrganizer's SFA functions are integrated with an enhanced instant term life quoting tool, paramed order, and auto fill applications. Real time quotes for Term Life insurance is a powerful built-in quote engine application. Assess online, get instant quotes to help faster decision-making and improve your sales ability.
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About
SAIBAOnline is the Enterprise Resource Planning (ERP) software that streamlines and synchronizes separate departments of insurance broking house into one unified software system. It acts as a central repository for all information that is shared by various departments and provides seamless flow of data across the organization.
- Salient features of the system are:
The software application can be accessed both internally and via the internet. Some of the prominent features of SAIBAOnline include.
1) Providing end to end solution from Customer Relationship Management (CRM) to Claims management
2) Integrates with online platforms – Quote and Policy management tracking automated workflows.
3) Robust CRM tool with simple and easy integration, remote access & lead generation along with follow-up tracking
4) Comprehensive Policy Management for all types of Policies
5) Strong Renewal Management system
6) Efficient Brokerage & Claims Management System
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance industry
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Audience
Insurance, Re-insurance, TPA, EB Portal, Insurance Portal, Insurance Agencies, Corporate Agents, IMF
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLeadOrganizer.net
www.leadorganizer.net
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Company InformationSimson Softwares Private Limited
Founded: 2001
India
www.simsononline.com
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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