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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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The associates screen allows you to add/edit your various work associates. From here you can assign cases to them, edit personal information, or delete them and their cases entirely.
This screen is where all of your leads and clients are placed. Adding new leads is simple as clicking the ‘Add’ button and filling out their information only one time.
SFA Folders
SFA Folders are vital to any CRM system. The SFA folders of AgencyOrganizer are used to organize cases and are used together with Trigger Actions to move cases along the pipeline.
All of your appointments, tasks, and meetings are stored on your easy to view calendar.
Edit and control documents, resources, and your entire file right from the Tools menu.
The core of personal customization. From the Setup menu, you are able to add or rename informational fields, edit your profile, customize the view options, and control the system all from this menu.