If you work in insurance, you’ve probably seen plenty of CRMs that claim to work for field agents—but most are just generic tools with a new label. RepMove is different. This is a CRM for insurance sales that’s built specifically for brokers and leaders in the field. It helps you manage appointments, stay organized on the go, and keep your pipeline moving without juggling spreadsheets or chasing updates. Whether you’re leading a growing team or working the field yourself, RepMove puts structure and flexibility in one easy-to-use app that works wherever you do.
For Agents Who Need More Than Just a Contact List
RepMove helps insurance agents work faster and stay more focused. Route optimization tools help you hit more stops in a day, while calendar sync and task reminders make sure no follow-up slips through the cracks. You can scan business cards into leads, dictate notes after a visit, and send one-to-one or bulk emails—all without switching apps or returning to your desk.
All your records and updates are instantly tied to the right account, so your activity history stays complete. That means less paperwork at the end of the day—and more time spent actually selling. You’ll be better prepared for every meeting and better positioned to close.
For Managers Who Want Real-Time Visibility
For agency leaders, RepMove delivers the oversight you’ve been missing. You can track your team’s activity in real time—who they’re meeting, which policies are up for renewal, and where they may need support. That makes coaching easier, territory planning smarter, and performance gaps simpler to spot and fix.
Territories are easy to build and reassign. You can share documents, onboard new agents, and communicate instantly via in-app messaging—so the whole team stays connected, no matter where they are. Learn more about our CRM for insurance sales at https://repmove.app.
