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. Current carrier information

    Are you able to draw out the current insurance company a person is using for the auto and home?

    2 votes

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  2. Filter Private and Public Companies Separately

    Separate Public and Private Company option under Business Details Filters

    1 vote

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  3. Website

    Fix your site on moblie. It's not usable..

    Huntz Colburn
    Backcountry Digital

    office: 763 657 1000
    Cell: 612 816 6881

    1 vote

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  4. Organization

    You can't re organize the tag manager or the saved search lists once you enter them in the system

    1 vote

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  5. Visual data sourcing for imported data

    There needs to be a way to tell the difference between our uploaded data and data contained in the sales genie database.

    If I upload our data for supporession or data management services, there is not way to tell if I am looking at data I imported (data I have internally to my company) or data that sales genie already had.

    There should be a color difference or something. Basically ... I purchased an email address that I already had.

    1 vote

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  6. When

    Notes box: I like to type my notes as I am talking. The problem is the note box pops up over the address, phone number, and names. So it makes it difficult to confirm if you can't read it. Would like the note box to pop up where it is or be able to move it.

    1 vote

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  7. CC Payment Method

    Hello. I should be able to change my payment method online....

    2 votes

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  8. PROOF CHECK

    The attachment says it all. I am looking for a very prominent top executive of one of the top companies in the US and the primary decision maker has been deceased since 2009.

    THIS IS A BIG ISSUE WITH THIS DATABASE. PLEASE DO BETTER.

    1 vote

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  9. sort by

    Sort by date of last note

    1 vote

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  10. 1 vote

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  11. Allow DIY Direct Mail for New Mover customers

    We would like to hyper-personalize our mailers to new movers near our locations, which means we cannot meet the 250 minimum for your direct mail office. This could be resolved if we were able to use the DIY direct mail service through salesgenie like for businesses and regular consumers.

    2 votes

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  12. View all lists assigned to a particular rep/user

    View all lists assigned to a particular rep.

    3 votes

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  13. upload my own list of names with address

    I have a list of prospects that I want to upload so I can obtain Home value and auto vin information and then take that data and put it in Quote Burst to run accurate quotes. This will allow me to then send direct mail with the new updated information. So how can I upload a list into SG so I can use a specific list of names? it is a list of 55600 names so I cant do in manually.

    2 votes

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  14. sort leads by SIC code

    It would be helpful to be able to sort the leads by SIC code

    3 votes

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  15. Improve reporting features

    Provide a way to report and visualize a variety of metrics and user activity within Salesgenie.

    3 votes

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  16. age specific

    age should be age specific? like the DOB

    1 vote

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  17. Wealthfinder on Insights

    Add wealthfinder data to insights page

    1 vote

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  18. info id filter

    filter based in info usa id

    1 vote

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  19. Ability to link between Conusmer and Business Profile of a lead

    Considering Salesgenie has both Business and Consumer databases, it would be great if you guys could link a record with both its Business and Consumer profile

    2 votes

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  20. Email Campaign improve access to and design of campaign performance tracking

    Compare responders to results benchmark and/or other campaign lists
    Add responder tags
    Access to responder details and counts

    3 votes

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