Large insurance company was unable to provide their agents a way to prospect while they were on the road to quickly locate targeted prospects.

Selecting Salesgenie enabled the client to give their agents the ability to search for consumers for PNC, life, health and annuity via mobile phones and tablets.Salesgenie was able to sync with the agents current location and “Near Me” option displays all appropriate nearby businesses and customers for prospecting. The agent was able to receive driving directions for next meeting and have note-taking capability all within one mobile app.

Our Salesgenie app helped the client's agent's  locate viable prospects on the road so they  spent less time hunting and more time closing.   Client experienced great time efficiencies for prospecting. 84% of their sales force uncovered unknown prospects and $8.25 million was attributed to Salesgenie in just one sales year.