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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.


113 results found

  1. 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.

    3 votes

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  2. remove disconnected numbers

    remove disconnected numbers

    48 votes

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  3. 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.

    2 votes

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  4. 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.

    2 votes

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  5. 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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  6. Add ability to save as a secondary user

    Add ability for secondary users to save their searches

    4 votes

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  7. Export Group By Data into Excel

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

    4 votes

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  8. Dark Mode

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

    7 votes

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  9. 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

    2 votes

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  10. 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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  11. 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.

    18 votes

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  12. 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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  13. Pulls consumers emails when you export a list. So it's all there without having to click individually on everyone to get it.

    Pull consumers emails when you export a list. So it's all there without having to click individually on everyone to get it.

    1 vote

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  14. export team reports without doing it one at a time!

    Add ability for admins to be able to export their whole teams progress reports without doing it one at a time. This would save a lot of time. Also, the ability to see charts on usage for entire team versus one at a time

    1 vote

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  15. Web address link

    add a web address link to the search results column heading

    1 vote

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  16. 8-Digit SIC Filtering

    8-Digit SIC Code Search Options; I cannot filter the data as much as I would like so I must spend extra $$ on exporting; would be very helpful if it was fixed.

    1 vote

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  17. Leads assignment process

    Please make it so that lead lists can be directly exported/assigned to another user instead of to the manager!

    1 vote

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  18. Better filtering of commercial mail receiving agents and residential addressees

    Either create your own or plug into someone else’s API and sort out commercial mail receiving agents and exclude home businesses to home addresses because a lot of businesses show up as UPS stores and other mailbox stores and a lot of “ excluded home businesses“ show up in residential neighborhoods so that would be a huge start

    1 vote

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  19. Sort Search Names

    Please allow us to search by "Saved Searches" NAME

    1 vote

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  20. Increase Auto Year Range

    Take the auto model year back farther than 1981 so as to include classic cars.

    1 vote

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