
About
Streamline your insurance sales operations with a mobile platform that manages your entire pipeline from RFP to closed deal. Features include a sales dashboard, voice-powered data entry, an AI chat assistant, and intelligent follow-up reminders.
What's New in SalesEdge Pro
1.0.3
June 13, 2026
We have improved the app's UI, added graphs for better insights, implemented search functionality, and integrated the Outlook Calendar.
FAQ
What is SalesEdge Pro?
SalesEdge Pro is a mobile application designed to help insurance sales leaders and their teams manage their entire sales operation, from initial RFPs to closed deals, all from their mobile devices.
How does SalesEdge Pro help with RFPs?
SalesEdge Pro allows for voice-powered RFP entry, where AI parses details like case name, brokerage, and premium into structured fields. You can also track RFPs through stages like Draft, Recommended, and Sold with a single tap.
Can I manage my contacts and broker information with SalesEdge Pro?
Yes, the Broker Hub feature automatically populates brokerages and contacts from your RFPs. You can add conversation notes, view RFP history per broker, and maintain context.
Does SalesEdge Pro have an AI assistant?
Yes, SalesEdge Pro includes an AI Chat Assistant that can answer questions about your schedule, RFPs, broker notes, and pipeline in plain English, providing instant responses.
How does SalesEdge Pro handle follow-ups?
The app features an intelligent follow-up system where you can set follow-up dates on RFPs. It automatically creates calendar reminders, and overdue items are flagged in red to ensure nothing is missed.
What devices does SalesEdge Pro support?
SalesEdge Pro is currently available for iPhone and iPod devices.
Is SalesEdge Pro free to use?
Yes, SalesEdge Pro is available for free, with no in-app purchases or advertisements.
How often is SalesEdge Pro updated?
The latest version of SalesEdge Pro is 1.0.3, and it was last updated on June 13, 2026. This indicates a recent update, suggesting ongoing development and support.





