Game Changing Resource – Mapview Sales Route Planner Review

This application is a game changer for insurance agents regardless if you’re a telesales agent or a face to face agent. You’re able to import excel sheets by converting to cvs files and loading all the data in in a matter of minutes rather than manually entering client information in. Once loaded you have a “map” birds eye view of all your clients in the location they live. You can set filters to each client based on the criteria you want. You also can log client conversations or any additional material inside each clients individual file. Helps tremendously for follow up calls to have quick access at notes. There’s also a route optimization feature to plan your route for the day, and it will show you the optimum route based on your preference. Quick features such as one click to dial from inside the clients file allows you to call blitz an area to schedule close proximity appointments, and a one click to pull up the map and route to someone’s house. When it comes to organizing your book of business and an app that helps you with one management look to Mapview. I would pay more money for it, it helps me that much!
Review by Dman9999 on Mapview Sales Route Planner.