Available for iPhone & Android. 1,000 prospects in your pocket, on a map.
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
In this category:
Table of Contents
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.
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.
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.