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http://www.gccihome.com/life-insurance/
Leadorganizer-life, The First Life Insurance E-crm Adds New Customizable Feature
Bensalem, PA(ContentDesk) November 17, 2003: LeadOrganizer application, designed with the life insurance industry in mind, easily integrates personal contact management, document management with multiple communication channels for e-marketing. It has a unique display of all features on one screen for efficient and effective management. LeadOrganizer features add flexibility and better integration to the lead management process. The new feature allows the insurance agent to add additional criteria related to each lead or to the imported data from the legacy databases. The LeadOrganizer's reporting has become a robust tool for marketing. The reports collate data as per the selected criteria, including additionally created criteria fields. Moreover, all this is accessible anytime and anywhere on the Web. Old and new customers will have the opportunity for a consistent customer experience. A new feature called Customize Fields has been added in the Tools Tab of the LeadOrganizer application. With a simple, single entry in Customize Fields it allows the agent to create up to ten additional criteria fields simultaneously. The new criteria fields that have just been assigned are reflected throughout the application under the heading ‘Other Information' in Referrals, Prospects and Customer tabs, respectively. If the agent's legacy system has stored data under different criteria other than the pre-existing ones in the LeadOrganizer application, he can import his data by creating corresponding additional custom fields to the existing set, thereby enabling better integration with the legacy data. The agent will also be able to utilize the additional fields as criteria for creating more customized reports for marketing. This
reporting option allows better lead management and target marketing to customers and prospects. The web-hosted e-CRM is developed on the understanding that different insurance agents have their own unique business process needs. Since, no two businesses work with the same pattern, customization becomes a driving force behind product usability. The new feature adds on to the existing customizable options. In order to address this customization issue, BimSym came up with a product that is completely customizable as per specific insurance business requirements. BimSym eBusiness Solutions (BimSym), a leading insurance Application Services Provider (ASP) has launched this hosted CRM on 6 November 2003 in the US market. The LeadOrganizer comes in two versions: the Personal Edition for individual user and Team Edition for multiple users.
This insurance specific e-CRM, aimed at small to medium sized businesses
with 1-30 CRM users, expected to challenge the leading US competitors
in the CRM market on the strength of its celebrated easy-to-use functionality
and affordability. The Bensalem, PA headquartered BimSym has already
created a niche for developing and customizing quote engines for
term life insurance and annuities. Since 2001, it has already sold its quote engine to
hundreds of agencies in the SMB segment of the life insurance business in the US. |
