When you’re managing an insurance sales team, staying organized isn’t optional—it’s everything. Spreadsheets might have worked in the early days, but growing agencies need something stronger. With high competition and even higher expectations, you need a system that can handle your pipeline, track performance, and give your brokers the tools to succeed. That’s exactly what RepMove was made for. This insurance sales management software brings mobile-centric flexibility and leadership oversight into a single smart platform that is designed to help you win more policies, keeping things moving forward.
A Toolkit That Keeps Brokers Productive
RepMove simplifies your agents’ days from start to finish. They can map and optimize routes, choose the most efficient order of customer visits, and update notes after every meeting—no pen and paper required. Talk-to-text note-taking, business card scanning, and calendar sync all help cut down on admin work and increase time spent selling.
Need to follow up? Agents can set task reminders, send mass or one-to-one emails, and log every customer interaction—so nothing falls through the cracks. The result: more time in the field, more policies sold, and better customer service across the board.
Oversight That Helps You Lead Smarter
Insurance leaders will appreciate that RepMove gives them deep insights into their team’s performance. You’ll get a real-time view of team activity—who’s meeting with clients, when they last connected, and which renewals are coming up. It’s easy to spot performers that are giving it the extra effort and see where someone might just need a hand. That level of visibility helps you step in with the right support, shift leads where it makes sense, and keep your agency operating at its best.
Territories can be created, assigned, or adjusted in just a few clicks—so no one’s overlapping efforts or missing opportunities. Share documents, onboard new agents, and keep your whole team aligned with in-app messaging and a shared system that updates as fast as your business moves. Learn more about our insurance sales management software at https://repmove.app.
