FieldPilot is a suggestion engine for insurance sales teams. It connects to your CRM and calendar, then suggests which referral partner your agents should visit next. Real estate offices, dealerships, accountants, law firms, mortgage brokers. Suggestions are ranked by relationship recency, pipeline value, manager priorities, and the time available between appointments. FieldPilot is not a route planner. It chooses the right stop, not the fastest route. Managers set priorities. Agents get better information. They still decide.
Built for insurance sales teams
Insurance agents build business through referral relationships. Real estate offices, dealerships, accountants, law firms, mortgage brokers. But keeping those relationships warm is a territory problem. When a gap opens, FieldPilot tells your agents which partner to visit next, ranked by relationship recency, pipeline value, and your priorities.
or talk to us firstInsurance SuggestHow it works
Pipeline-ranked suggestions
Every referral partner scored by deal stage, recency, and manager priority. The highest-value stop rises to the top.
Ready on day one
Pre-configured for how insurance agents actually work their referral territories. Start getting suggestions immediately. Adjust anytime.
The full referral ecosystem
Real estate offices, dealerships, small businesses, banks, credit unions, accounting firms, law offices, and mortgage brokers. Suggest surfaces them all.
CRM accounts stay central
Your CRM is the system of record. FieldPilot reads it, ranks what's there, and surfaces the right partner at the right time. No double entry.
$3,000
for a 30-day team pilot · up to 10 reps
Then $1,250/mo for 5 reps · $175 per additional rep
The problemReferral networks decay without regular touch.
Relationships go cold silently
Referral partnerships are built on trust and presence. When an agent hasn't stopped by in six weeks, the relationship erodes. Neither side notices until the referrals stop coming.
Too many partners, not enough face time
An agent might have 80 referral partners across real estate offices, banks, law firms, and dealerships. There's no way to visit them all. The question is which ones to visit. Most agents don't have a system for that.
Agents default to the same 10 offices
Without a system, agents visit the partners they're most comfortable with and neglect the rest. The territory narrows over time, and high-potential partners never get the attention they deserve.
How it worksOne engine. Three moments that matter.
01
A meeting cancels
A gap opens in the calendar. FieldPilot sees it, scans every referral partner in range, and suggests the one that ranks highest by pipeline value, recency, and your priorities.
02
Time between stops
Your agent finishes early. Instead of sitting in the parking lot, they see a suggestion: a real estate office nearby that hasn't been touched in weeks and has an active referral pipeline.
03
Building next week
When your agent plans ahead, Suggest helps them build the week around the right partners. Not just the ones they remember. Manager priorities flow through automatically.
No GPS trackingCRM stays system of recordNo agent data entry required
Why usWhy FieldPilot for insurance sales
Ready on day one
FieldPilot comes tuned for how insurance agents actually work their referral territories. Start getting suggestions immediately. Adjust anytime, but the defaults are already right.
Covers the full referral ecosystem
Real estate offices, car dealerships, small businesses, banks, credit unions, accounting firms, law offices, mortgage brokers. Suggest surfaces the right type of partner for the agent and the moment.
Manager priorities drive suggestions
When you say “focus on real estate partners this month,” agents see more real estate office suggestions. When you shift to financial partners, banks and accounting firms move to the top. The priorities flow through automatically.
Gets smarter over time
Each stop, skip, and check-in helps calibrate suggestions for your team. By week three, the recommendations reflect how your agents actually work their territory.
Works with your CRM
FieldPilot reads your partner accounts and makes them actionable in the moment. Every suggestion is ranked against your existing pipeline. Your CRM stays the system of record.
The mathWhat's one extra partner visit per agent, per day worth?
2-3
extra partner visits/week
Per agent, using gaps that already exist in their day.
120+
touches/year
Per agent. Net new partner conversations that wouldn't have happened otherwise.
$0
extra windshield time
Suggestions fit existing routes. No extra driving required.
PricingPricing
$3,000
Up to 10 reps and 2 managers
- Guided rollout and onboarding
- Calendar connection and partner list upload
- Weekly check-in and calibration
- End-of-pilot impact summary
Team Plans
Team 5$1,250/mo or $12,500/yr
Team 10$2,250/mo or $22,500/yr
Team 25$5,000/mo or $50,000/yr
$175/mo per additional rep beyond tier
- Calendar-based suggestions
- Referral partner integration
- Manager priority controls
- Coverage and activity reporting
Pilot fee applies 100% toward an annual plan if you continue within 10 days of pilot end.
Common questionsFrequently asked questions
Our agents sell through referral relationships, not cold calls. Does FieldPilot fit?+
Exactly. FieldPilot surfaces which referral partner to visit based on recency, pipeline, and priority. It’s designed for relationship-based selling.
How is this different from Salesforce Maps or Badger Maps?+
Those are route planning tools. They help your agents get from A to B faster. FieldPilot helps them decide whether B is the right place to go in the first place. Suggest looks at open deals, activity recency, manager priorities, and pipeline data. Then it surfaces the highest-value referral partner for the time your agent actually has. It works alongside your mapping tool, not instead of it.
We already have our partner list in our CRM. Why do we need this?+
FieldPilot reads your CRM accounts and makes them actionable in the moment. A list of 150 referral partners doesn’t tell your agent which one to visit during a gap on Tuesday afternoon. FieldPilot does. It ranks every partner by recency, pipeline value, manager priority, and fit for the available window. The right stop rises to the top automatically.
Are you tracking my agents?+
No GPS tracking. FieldPilot uses calendar events and the agent’s general area to make suggestions. Managers see coverage patterns and which partners are getting touched. Not routes, not locations, not mileage.
Do my agents have to enter data twice?+
No. Your CRM stays the system of record. FieldPilot reads calendar data and your partner list to generate suggestions. Agents check in with one tap. No double entry.
How does FieldPilot work with my CRM?+
Connect your CRM and your referral partner accounts sync in automatically. Suggest uses your deal history, activity recency, and open pipeline to rank every partner. The right account surfaces at the right moment. Your CRM stays the system of record.
What if the suggestions are wrong at first?+
They’ll get better. The pilot is calibration. Each time an agent acts on or skips a suggestion, FieldPilot adjusts. By week two, the suggestions start reflecting how your team actually works their territory.
What happens after the pilot?+
You get an impact summary showing touches, coverage changes, and agent activity. If you continue on an annual plan within 10 days of pilot end, the pilot fee applies 100% toward your purchase.
Referral relationships need face time. Make sure your agents spend it on the right ones.
FieldPilot by industryBuilt for how your team actually works
