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Term Life Insurance
Life Insurance Agents
Insurance Quotes
Home for Insurance Agents
Term Life Quote Applications
Web Designing/Hosting
Life Insurance Agents - Contact Us
Term Quote
bigsq  Lead Management & SFA

The LeadOrganizer is a flagship product of CustomQuotePage (CQP). The LeadOrganizer is the first online CRM application for US insurance professionals. The lead and contact management application offers superior sales and marketing effectiveness in the life insurance business. The LeadOrganizer has the following functionality: sales force automation, marketing automation, and user productivity.

Your customers are your greatest assets. We can help you work through the challenges associated with knowing who your most profitable customers are, what they need, how they make decisions, how to communicate with them, and what products and service levels you must provide to transform your customers into loyalists of your business. CQP's is the ideal complete online contact management application with an integrated instant quote application, document manager and an automated mailer.

The LeadOrganizer advantages lies in its insurance industry focus. CQP has designed the application with the help of insurance sales agents so it works the way you do ---- providing functionality and features like integration with an online insurance quote and insurance document management center. Sales performance improvement happens due to the LeadOrganizer features matching the user needs.

It enhances the user's ability to use captured leads using different customer touch points. Enriching the customer experience by interacting with him using multiple marketing channels like email etc offers significant cost advantage of delivery.

The LeadOrganizer Life significantly improves the sales and marketing effectiveness in the life insurance business. The LeadOrganizer Advantages are its insurance focus, quick deployment and systems & support with a 99.97% uptime.

Insurance Services Sales Force Automation
Insurance services Lead/Contact/opportunity management
Insurance services Task/Activity Planner
Insurance services LeadOrganizer Console-8 modules in 1 screen
Insurance services Reports
Insurance Services Marketing Automation
Insurance services Campaign management : email/newsletter
Insurance services Campaign execution and response management
Insurance services Lead management
Insurance Services User Productivity
Insurance services Personal LeadOrganizer and email /newsletter
Insurance services Infrastructure integration
Insurance services Document management center
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