BW
Life Insurance Advisor
Financial Services
Small-Business (50 or fewer emp.)
"Efficient Lead Generation with a Learning Curve"
4.5/5
What do you like best about Jeeva AI?

I like Jeeva.ai because its workflow is seamless and saves me hours of manual searching, making my work easier. It's very efficient and quick to use. I appreciate how it makes it incredibly easy to find highly specific targeted leads that standard lead generation tools usually miss, which is perfect for my insurance business. It provides me with the phone numbers and email addresses of the contacts I’m targeting, and its automation features like scheduling emails, sending follow-ups, and reminders make my work as an insurance agent very easy. The initial setup was very easy as well, with a support team walking me through it seamlessly. Review collected by and hosted on G2.com.

What do you dislike about Jeeva AI?

The platform has a slight learning curve, especially when you're new and trying to figure out how to prompt the AI agent. It's not easy to use if you are still new to the system, and you need to learn how to really use it before you can get the grip of it. Additionally, the filtering could be easier to use, which would be an improvement on the system. Review collected by and hosted on G2.com.

See what 233 reviewers think of Jeeva AI

4.6 out of 5 · Verified reviews from real users

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