SalesEdge Pro

Business

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

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.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Add Todo feature in this verion.

Version 1.0.2

The developer, JONATHAN MICHAEL MIDURA, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • User Content

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • JONATHAN MICHAEL MIDURA
Size
  • 35.9 MB
Category
  • Business
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © JONATHAN MICHAEL MIDURA
  • Developer Website
  • Privacy Policy

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