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What is LeadOrganizer?

LeadOrganizerâ„¢ is an online, customized application designed for managing agencies and customer relationships within the insurance industry, although it isn't categorized as traditional insurance software. This highly specialized tool combines a range of features such as managing contacts and documents, handling time management, automating workflows, and facilitating communication to support life insurance distributors and producers in their roles. Its Sales Force Automation (SFA) capabilities improve lead management, enable effective communication, assist with scheduling, monitor performance, and provide marketing tools. Furthermore, LeadOrganizerâ„¢ seamlessly integrates its SFA features with a sophisticated instant term life quoting tool, paramedical order workflows, and auto-fill applications. The platform boasts a real-time quoting engine for term life insurance, allowing users to quickly access quotes, which dramatically speeds up decision-making processes and increases sales performance. By offering these comprehensive functionalities, LeadOrganizerâ„¢ strives to optimize operations and enhance the productivity of insurance professionals as they navigate their daily responsibilities. Ultimately, this innovative solution positions agencies for greater success in a competitive marketplace.

What is Breathe?

The landscape of life insurance distribution is evolving through a hybrid model that merges the roles of advisors, consumers, or a blend of both. The ideal digital solution is one that perfectly aligns with your business objectives. With its focus on modularity and flexibility, the Breathe Life Platform meets these specific needs. We provide insurers with a versatile solution that can be deployed in its entirety or in parts. The Breathe Life Hybrid Distribution platform not only creates a unified and flexible selling environment for advisors but also empowers carriers with valuable data analytics, while giving consumers a modern purchasing experience that builds trust and fosters long-term relationships. By leveraging our advanced eApp and a suite of cloud-based tools, you can streamline the management of leads, clients, and life insurance applications, whether through advisor-led engagement, self-service channels, or a combination of both. Founded by a passionate team that values the significance of life insurance, Breathe Life is devoted to transforming the distribution model. This dedication to innovation fuels their mission to revolutionize how life insurance products are presented and accessed in the marketplace. Ultimately, the goal is to enhance the overall experience for all stakeholders involved in the life insurance process.

Media

Media

Integrations Supported

Integrations Supported

Blueboard
Complete
Ravio

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

LeadOrganizer.net

Company Website

www.leadorganizer.net

Company Facts

Organization Name

Breathe

Company Location

Canada

Company Website

www.breathelife.com

Categories and Features

Insurance

Not specified

Categories and Features

Life Insurance

Not specified

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