RepMove combines a mobile field sales app with an insurance agency CRM. This centralizes customer and prospect data so it's accessible anywhere and makes it easy for agents to update accounts in the field.
Insurance agency broker management software
Get real-time visibility into broker sales activity
Notes and visits tracked in RepMove's mobile app automatically sync in real-time with its web-based CRM. Leadership gets immediate visibility into activities while field agents get a CRM they quickly and consistently update. Brokers automate their call reports instead of scrambling at the end of the week to remember every visit. It's an insurance broker management software platform that works for everyone.
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I can make $2K, $3K a field day. The app pays for itself. I would recommend RepMove to any insurance agent.
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Anthony Martinez | Life & Health Insurance Agent
Best CRM for insurance agents
Visit more customers & grow sales
Insurance agents organize their days in the field ahead of time so they can attack each day with a plan. They'll save time by taking faster sales routes so they can add more visits to their schedules. They'll add notes and follow-up tasks after sales calls. Our mobile-first CRM for insurance agents gives brokers the structure they need to hit higher numbers.
Insurance agent app
Organize customers & prospect more effectively
RepMove puts your customer base in your pocket. Insurance agents can pull up their map and immediately see the customers and prospects in their area. They can filter for accounts that haven't been visited recently. They can identify prospects near their pre-planned sales routes. They can also create new contacts immediately by scanning business cards in the app. It's the ultimate sales tool for insurance agents selling in the field.
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Create your free RepMove account
Get started with the leading field sales CRM for insurance agencies and brokerages. Start your free trial, no credit card required.
RepMove is the best insurance agency CRM because it combines the most important features from a traditional CRM with a mobile field sales app to create an easy-to-use platform users love. It provides insurance sales leaders real-time visibility into their agents' activities in the field and gives field agents mobile tools to hit higher numbers. It's an insurance agency broker management software tool built for the modern field sales organization.
Why is RepMove the best CRM for insurance agents and brokers?
RepMove is built from the ground up around the needs of agents in the field. Other CRMs were built for desktop users with mobile apps that are difficult to navigate and get inconsistently used. Our goal is to offer a field sales tool that seamlessly integrates into an agent's day. It's the best CRM for insurance agents because it powers more customer visits and higher numbers with the friendliest user interface available.
Is RepMove a health insurance CRM or a life insurance CRM?
RepMove is a field sales CRM and mobile app that suits any insurance agent or team that sells in the field. If you're out visiting customers and building on relationships year after year, RepMove is made for you. RepMove offers a complete CRM to manage accounts, contacts, and prospects on a desktop or on a mobile device. It also provides pipeline and deal management so users can visualize their funnels and keep deals moving forward. It fosters territory management with automated assignment rules. It optimizes routes, stores notes, enables team communication, stores documents, enables one-to-one or mass emails, and more. It's the best CRM for health insurance or life insurance agents selling in the field.
