Senior Agent Tools mobile

Features Senior Agent Tools mobile

☆ Senior Agent Tools mobile is a complete lead management system and Simply Designed for Senior Market Insurance Agents.
It’s designed to work just the way you work.
From appointment setting to door knocking, Senior Agent Tools mobile gives you everything you need to manage your leads from inception to sale.
☆ The Senior Agent Tools mobile app is a companion to our online Navigator Lead Management System software.
An active subscription is required.
Sign up at https://senioragenttools.com, then use your login and password to sign in to the Navigator LMS app.
☆ Enter your leads manually or upload multiple leads quickly from a CSV file.
☆ Filter and sort your leads to create just the lead list that you want to work.

☆ View your leads in list view or map view.
☆ Call your leads right from your phone, or both you and your appointment setter can call your leads using our on-board Navio dialer.
Navio allows you to have up to 10 local outbound caller ID numbers specific to your own work area.
☆ Easily schedule your appointments on your Navigator Calendar while calling.
Sync your Senior Agent Tools mobiles calendar to your Google Calendar account.
☆ View images of your direct mail lead cards right on your phone.
There is no longer a need to carry printed lead cards.
☆ Route directly to your lead’s home address with our on-board Google Maps service.
☆ Use our Map feature to maximize your field time while door knocking.
Have an opening in your schedule?
Just open your map and click on the nearest lead.
You are immediately routed to their address.
☆ Keep notes for each lead while on the fly, and easily update lead statuses.
Create your own custom statuses or choose from our 7 standard statuses: New Lead, Calling, Appointment, Door Knock, Dead Lead, Customer or No Show.