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Agency Organizer Features
Lead Capture Lead Capture
Multiple Communication Channel Multiple Communication Channels
Letter and Email Templates Letter and Email Templates
Customized Information Fields Customizable Information Fields
Outlook Integration-NEW! Outlook Integration-NEW!
User Accounts User Accounts
Customize Display Customizable Display
Integrated Contact Management Integrated Contact Management
Sales Force Automation Sales Force Automation
360 Client Historical View 360° Client Historical View
Secure Access and Password Protection Secure Access and Password Protection
Calendar and Scheduling Calendar and Scheduling
Advance Search and Filter Advance Search and Filter
Predefined and Custom Reporting Predefined and Custom Reporting
Virtual Document Management Virtual Document Management
Paramed Exam Integration Paramed Exam Integration
Built-In Quote Engine and Health Analyzer Built-In Quote Engine and Health Analyzer
Commission Tracker Commission Tracker
Agent Management & Activity Tracking Agent Management & Activity Tracking
Creat & Store Complete Application Package Create & Store Complete Application Package
Auto-Populated Insurance Forms with Interview Process Auto-Populated Insurance Forms with Interview Process
Online Application with Online Application with
e-signature Capabilities
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AgencyOrganizer is a program built for you to customize. There are a variety of tools to create additional information fields, filter and sort data within the system based on your own criteria, and display data according to your own liking. This allows AgencyOrganizer to be used for ALL of your Financial and Insurance clientele.

Each account has a separate username and password. AgencyOrganizer provides a hierarchy that can establish different user permissions and secures all of the data in a separate database for each Client. All of the data that is transferred in and out of the program is secure and encrypted to ensure your Client’s confidentiality.