iPhone download

Android download

Nearby Businesses

The mobile app shows businesses in your local vicinity on a map. Note you do to have Location services enabled in the app settings to do so. 

You can also move the map to see businesses in other areas. You will see a 'Search this area' button appear when you move the map.

Perform name searches by clicking on the lens icon in the upper left of the map.

Access filters by clicking on the orange filter icon located on the upper right of the screen.

Click on a prospect card to view details.

Filters

You can filter by policy date range using the slider.

Company size filters are slightly different than on the site.

You can filter for contact availability.

Industry filters are also available.

Selected filters will persist as a default until you update or reset them.

Company Details

Much of the details you see on the site are also available on the mobile app.

Similarly, orange icons indicate it does something. 

The map pin will pull up the address in your map app. Web links or google functions as well.

You can access the Class or SIC cross reference material by clicking on the code.

Other similar functionality includes Flagging, adding to a Group, add/update contact info and Notes.

View carrier history by scrolling the policy cards.

Flags & Schedule

Latest Flags, schedule and saved searches/groups can also be accessed from the mobile app.