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.