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DOCUMENT MANAGEMENT
BimSym AgencyOrganizer Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is available as a Saas solution and requires no additional hardware for installation.
Customer Focus
Vendor works with organizations of all sizes in the insurance industry.
Select Customers
Contact vendor directly for case studies.
AgencyOrganizer
AgencyOrganizer is document management software with a focus on agent and case management. The platform is designed to track and manage multiple document formats including emails and scanned documents, record and organize all applicable notes, phone calls and appointments, and is equipped with a built-in calendaring and task tracking tools.
The software is equipped to build both custom and generic forms, generate pre-made reports and is accessible via any operating system. Additionally, the platform enables users to interact with brokers and carriers in a paperless environment, connects stored documents and data to all relevant cases to eliminate redundancies and is designed with data security measures to protect against both internal defects and external threats.
About the Company
BimSym eBusiness Solutions Inc was founded in 1996 and is headquartered in Bensalem, Pennsylvania.
AgencyOrganizer Key Features
- Supports end-to-end application process
- Time management tools
- Designed to integrate with other BimSym platforms
- Assists with day-to-day routine tasks
- Accessible from any location through web browser
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