Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our objective is to enhance your customer acquisition strategy and drive increased profits. We possess and generate traffic from some of the most influential insurance websites, such as SmartFinancial.com and UnitedStatesInsurance.com. The process is straightforward: we identify insurance shoppers with high intent while they browse online. Next, we prompt them to complete a detailed application comprising 35 questions that cover their existing coverage and contact details. This consumer data undergoes a thorough screening and verification process through LeadiD/Jornaya, xVerify, RealValidation, along with our unique human verification method. Once prospects are pre-qualified, they are promptly delivered to your agency, ready for quoting. We ensure that insurance customers are matched with the most effective conversion channels, and all collected application details are sent to you through leads, calls, or clicks. By implementing this efficient system, your agency can experience a significant improvement in lead quality and conversion rates.

Description

LeadOrganizer™ is a web-based, tailored application designed for agency management and customer relationship management (CRM) specifically within the insurance sector, though it is not classified as insurance software. This solution is highly specialized, merging various functionalities such as contact and document management, time management, workflow automation, and communication tools to assist life insurance distributors and producers effectively. Its Sales Force Automation (SFA) features enhance lead management, facilitate communication, support scheduling, track performance, and provide marketing resources. Additionally, LeadOrganizer™ integrates its SFA capabilities with an advanced instant term life quoting tool, paramedical order processes, and auto-fill applications. The platform includes a real-time quoting engine for term life insurance, enabling users to obtain immediate quotes, which significantly accelerates decision-making and bolsters sales performance. With these features, LeadOrganizer™ aims to streamline operations and enhance the efficiency of insurance professionals in their daily tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Contactability

Founded

2012

Country

United States

Website

www.contactability.com

Vendor Details

Company Name

LeadOrganizer.net

Website

www.leadorganizer.net

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Product Features

Alternatives

Alternatives

NinjaQuoter Reviews

NinjaQuoter

Ninja Technologies
InsuraCRM Reviews

InsuraCRM

Damco Solutions
Compulife Reviews

Compulife

Compulife Software
Applied Rater Reviews

Applied Rater

Applied Systems