SalesEdge Pro

SalesEdge is the sales machine built for high-output insurance sales leaders
and their teams.
Stop juggling spreadsheets, sticky notes, and scattered emails. SalesEdge puts
your entire sales operation in your pocket — from the first RFP to the
closed deal.
KEY FEATURES:
• Sales Dashboard — See your annual goal progress, daily target, pipeline
value, and today's schedule at a glance.
• Voice-Powered RFP Entry, Dictate RFP details on the go. AI automatically
parses case name, brokerage, premium, lives, effective date, and more into
structured fields.
• Smart RFP Pipeline — Track every case from Draft → Recommended → Sold.
Move deals through stages with a single tap.
• AI Chat Assistant — Ask questions about your schedule, RFPs, broker notes,
and pipeline in plain English. Get instant answers.
• Broker Hub — Every brokerage and contact auto-populated from your RFPs.
Add conversation notes, view RFP history per broker, and never lose context.
• Intelligent Calendar — Color-coded events with orange follow-up reminders.
Tap any event to jump straight to the linked RFP.
• Follow-Up System — Set follow-up dates on RFPs and the app automatically
creates calendar reminders. Overdue items are flagged in red so nothing
slips.
• Sales Tracker — Every deal you close instantly appears on the Sales tab
with full details: case name, brokerage, premium, lives, and effective date.
• Today's Attack Plan — Export your daily agenda as a PDF to share with your
team or review on the go.
Built by a Regional Manager who lives in the field. SalesEdge is designed for
speed, one-handed use, and zero wasted taps.