For Brokers

Applied Mobile

Empower your staff with the information they need on the go.

Access client and policy information on demand to improve customer service and sell business more efficiently. Keep client and prospect information current, synchronized and safe across systems to easily manage sales opportunities and enhance customer service. Applied Mobile® is the first insurance broker mobile application to bring client, policy and sales information from your brokerage management system to mobile devices, so you can stay connected on the go with a direct link back to the office.

Key Benefits

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Access information at the tap of an icon

Carry convenient, on-demand access to client and prospect insurance information with you while on the go.

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Keep activities synced between systems in real time

Ensure the most up-to-date information is available to all staff with activities and opportunities instantly added to the appropriate account in your brokerage management system.

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Track sales opportunities

View, add and manage sales opportunities directly from your mobile device, with information synced directly to Applied Epic for seamless connectivity.

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Tap into native mobile capabilities

Work more efficiently by leveraging mobile native applications, like maps, to pinpoint nearby locations for impromptu meetings and communication channels to call or send email and instant messages to clients, prospects and colleagues.

Capabilities

  • Sales opportunities

    View, add and manage sales opportunities directly from your mobile device, with information synced directly to Applied Epic for seamless connectivity.

  • Prospect applications

    Start an application in the field and the information is automatically sent directly into your management system for your CSRs to begin a new quote.

  • Risk analysis tools

    Access narratives, survey coverage assessments and supplemental data about your insureds’ specific type of business with embedded risk analysis surveys.

  • On-the-go claims access

    Accelerate the claims submission process by initiating a claims workflow in the field.

What's New

  • Claim History

    Easily access and share details with your insureds on active or closed claims.

     


  • Claims management

    Record a claims event in the field with relevant client details to accelerate the claims submission process.


  • Account management

    Capture critical data to add, edit or remove drivers, vehicles and locations from existing insured accounts while creating a management system activity and attachment in one workflow.


  • Sales automation

    Maintain accurate and detailed sales data and take payments on outstanding bill invoices to reduce receivables and more quickly track and close sales.

Claim History

Easily access and share details with your insureds on active or closed claims.

 

Claims management

Record a claims event in the field with relevant client details to accelerate the claims submission process.

Account management

Capture critical data to add, edit or remove drivers, vehicles and locations from existing insured accounts while creating a management system activity and attachment in one workflow.

Sales automation

Maintain accurate and detailed sales data and take payments on outstanding bill invoices to reduce receivables and more quickly track and close sales.

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital brokerage.