Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
iLife is the world’s first and only hub for life insurance agents to brand a microsite, provide quotes in real time, and access CRM functionalities all in one place.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
LeadOrganizer.net
Website
www.leadorganizer.net
Vendor Details
Company Name
iLife
Country
United States
Website
ilife.tech/