Let’s face it: most CRMs weren’t exactly built with insurance brokers in mind. They’re clunky, focused on the desktop, and full of various features you don’t need so much—while lacking the ones that you actually do. If you’re out there in the field, managing your appointments, renewals, and other things on the go, you absolutely need an insurance sales CRM that is built for speed and results. That’s where RepMove really shines. It successfully combines mobile-friendliness and live flexibility, being an app designed to help insurance pros sell more policies and do their job without the extra effort.
A Toolkit That Helps Brokers Stay on Track and Sell More
RepMove was made to streamline your day—not complicate it. Agents can quickly build and optimize daily routes, making it easy to meet with more customers in less time. Notes are easy to log using talk-to-text, and business cards can be scanned directly into new contacts. Reminders, calendar sync, and mass or one-to-one email options keep every touchpoint consistent and timely.
You can also view customer history, check policy renewal dates, and update records in seconds—whether you’re between meetings or standing at the front door. It’s everything you need to stay productive, organized, and ready to sell—right in your pocket.
Clarity and Control for Insurance Team Leaders
If you manage a team, RepMove makes your job easier, too. You’ll get real-time visibility into agent activity, helping you spot opportunities and remove roadblocks before they become issues. Call reports, visit history, and performance metrics are all logged automatically and just a few taps away whenever you need them.
Easily assign or update territories based on tags or location zones. Bring new agents up to speed quickly and keep all the key documents in one place. You can also communicate instantly through the handy in-app messaging. With your whole team operating from a shared system, it’s simpler to grow, guide, and stay on target—without hitting slowdowns along the way. Learn more about our insurance sales CRM at https://repmove.app.
