# SalesEdge Pro

> Mobile sales management tool for insurance leaders and teams. (iPhone/iPad app by JONATHAN MICHAEL MIDURA.)

- Source: https://appshunter.io/ios/app/salesedge-pro/id6759652353 (this page in markdown: same URL + `.md`)
- Developer: [JONATHAN MICHAEL MIDURA](https://appshunter.io/developer/1880032731)
- Category: Business, Productivity
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 27 MB
- Languages: English
- Released: 2026-03-19
- Data updated: 2026-07-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/salesedge-pro/id6759652353/reviews.md

## What is SalesEdge Pro?

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.

## Key features

- Sales Dashboard
- Voice-Powered RFP Entry
- Smart RFP Pipeline Tracking
- AI Chat Assistant
- Broker Hub with Contact Management
- Intelligent Calendar & Follow-Up System
- Daily Agenda Export


## Frequently asked questions about SalesEdge Pro

### 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.

## Version history (last 4 releases)

### 1.0.3 — 2026-06-13

We have improved the app's UI, added graphs for better insights, implemented search functionality, and integrated the Outlook Calendar.

### 1.0.2 — 2026-04-15

Add Todo feature in this verion.

### 1.0.1 — 2026-04-04

This update brings search and filters so you can find things faster, along with a reschedule option in Today's Schedule. The Brokerage section now supports manual entry, Excel import and export, bulk deletion, and birthday notifications. We've also added RFP statuses, new tabs for Pending, Recommended, and Premium with a refreshed home dashboard, and cases with their Premium details now export cleanly to PDF. Various UI improvements are included throughout.

### 1.0.0 — 2026-03-19

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-01.*