Submit Your Ideas to Help Us Improve Your Experience

Welcome to our feedback page. If you have an idea you think can improve your overall Genie experience or benefit others, we want to know about it. Our product team regularly reviews submitted ideas. Please provide specific details about your idea.


  1. School District Filter

    "School District" as a Geography filter; filtering all businesses that are located inside each school district attendance zone.

    3 votes

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  2. Filter mobile homes separately from single family homes

    When you filter for just single family homes it pulls mobile homes as well. There should be a way to filter this down to being able to exclude mobile homes from the search or include them as needed. When I'm trying to find a home that meets a certain criteria (Single family built by a certain year) it brings back a lot of mobile homes that does not fit what I am looking to find. So being able to exclude them from the search would be more efficient.

    2 votes

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  3. Customization for Address block on Mailers

    When sending out mailers, it would be good to be able to change the font on the address lines. For instance, if I were to use Reanie Beanie, it looks like the mailers are handwritten.

    2 votes

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  4. UPDATE OWNER LIST

    UPDATE YOUR OWNER LIST WITH RECENT OWNERS, YOUR LIST HAS OWNERS NO LONGER THERE OR PASSED AWAY 1 TO 10 YRS AGO

    31 votes

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  5. phone app should have capability to search business because we remember the business name more often than the contact name.

    Searching the business name from lead category would make the Workforce app more effective for those of us who rely more on business name.

    2 votes

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  6. Group Leads

    To eliminate duplicate contact attempts, create a option to group leads by name and/or address. This would be useful when a business, such as a bank, has multiple multiple locations.

    3 votes

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  7. Dynamic Search

    I would like to be able to perform a dynamic search (e.g., google search) within a list. For example, when I open a list, I would have the ability to type a name, or number, and jump directly to the record.

    1 vote

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  8. Print Leads

    Why can't we as Aflac DSC's print directly from your site. Am I missing something? It is extremely frustrating to operate your website and simply print a list!

    1 vote

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  9. Add "TimeZones" to sort by

    Cold calling across the country, it would be nice if we could sort the leads by the timezone in order to extend the day as much as possible

    2 votes

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  10. Add ability to save as a secondary user

    Add ability for secondary users to save their searches

    3 votes

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  11. quick filter the lists

    be able to update the filters by right clicking on a specific filterable item for the whole list. For example, if I determine a specific SIC Code isn't right for my list, then I'd like to R-click exclude it from the list all together.

    1 vote

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  12. Export Group By Data into Excel

    Export the data in Group By into an excel spreadsheet; currently manually entering it.

    3 votes

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  13. Dark Mode

    DARK MODE PLEASE.. when managing List's <3

    6 votes

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  14. Prospecting follow Up

    It would be ideal to have a auto generated follow up for businesses we touch that are interested but don’t agree to do an enrollment that day. If there was a way to mark a business “hot” “warm” “cold” and have actions plans associated with each signification I truly believe we would be able to work a territory much tighter and have less missed opportunities. It’s very difficult when you touch 100 roof tops a week to remember each and every scenario from each contact.

    1 vote

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  15. Real time ROP

    It would be great when looking up clients to be able to see real time how much money they have paid into their policies minus claims for a real time ROP.

    1 vote

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  16. UPDATE CLOSED & NEW LOCATIONS

    So many locations are closed (some markets over 50%!), and it seems like the new locations have not been added yet.

    16 votes

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  17. exporting all email addresses at once

    should be able to export multiple email addresses from one business all at once, and not have to go back time and time again to do it over and over again

    1 vote

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  18. Removing Duplicate Phone Numbers / Prevent Calling Multiple Times

    Is there a way you can removed businesses with the same phone numbers? I have accidentally called on multiple businesses with the same phone number.

    Or add a filter to remove duplicate phone numbers?

    Or if there's a way you can force the system to not allow a called number that's been called again or notify you that's it's been called or something?

    6 votes

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  19. Cross-Reference Contacts Tool

    For added insight, create a cross-reference tool that enables a search feature which outputs a list of potential matches between "U.S. Business" contacts and the "U.S. Consumers" database within a predefined radius of the business location and vice versa.

    1 vote

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  20. New Setting to Disable Text Box Animations

    I suggest a new setting to optionally disable text box notifications (follow-ups, contacts and notes) would be very helpful.

    On multiple occasions I have clicked to add a new note, then I start typing before the animation of the text box ends, so the first couple characters are frequently not shown and I need to correct it. I can easily waste up to 10 minutes of my whole day doing this since I use Data Axle all the time. This would allow me to work faster, as well as the internet browser.

    1 vote

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