For Brokers

Applied MobileInsured

Provide your clients on-the-go access to insurance information via a mobile app.

Deliver accurate, convenient access to the most current insurance information at the tap of an icon. Applied MobileInsured™ is the industry’s first native, branded mobile application built specifically for brokerages, so your customers can interact with your business when and how they prefer. Available through Applied CSR24®, the mobile app delivers the latest policy details to your clients directly on their mobile device, so you spend less time manually managing service requests and more time selling insurance.

Applied MobileInsured is available for both Apple and Android smartphones and can be downloaded through the Apple App and Google Play stores. Application requires an Applied CSR24 license for activation purchased from Applied. The application works with Wi-Fi, 3G and 4G LTE connections.

Key Benefits

Provide more customer service options

Extend your 24/7 customer service model beyond your online portal by providing insureds mobile access to insurance information, documents, online bill pay and messages at the tap of an icon.

Reduce time and cost to service accounts

Eliminate manual, paper-driven processes by delivering customer documentation via your mobile app.

Keep your brokerage top of mind

Maintain awareness at all times with a mobile app fully-branded to your business.

Capabilities

  • Instant access to policy information

    Give your customers anytime access to important policy information and documents, including claims, general correspondence and more.

  • Claims Management

    Enable insureds to record claims events in the field with relevant client details that instantly sync back to your management system.

  • Auto policy management

    Provide your insureds access to saved Auto IDs and the ability to add, edit or remove vehicles on the go.

What's New

  • Virtual assistant for claims management

    Through our partnership with Google and leveraging their artificial intelligence-powered chatbot, brokers can provide an automated chatbot experience for the insured to more quickly begin a claims process.


  • Certificate issuance

    Allows insured clients to issue certificates directly from their mobile phone to more quickly acquire certificates without costly delays or interruptions.


  • “New document” notification (Applied Epic only)

    Delivers a real-time alert to insured clients when a new document is available using their phone’s built-in notification system.


  • Brand Awareness

    Provide clients with anytime, anywhere access to their insurance information via their smartphones through a custom-branded mobile app.


  • Client Accessible Documents

    Provide insureds easy ability to filter documents and be notified when documents require attention.

Virtual assistant for claims management

Through our partnership with Google and leveraging their artificial intelligence-powered chatbot, brokers can provide an automated chatbot experience for the insured to more quickly begin a claims process.

Certificate issuance

Allows insured clients to issue certificates directly from their mobile phone to more quickly acquire certificates without costly delays or interruptions.

“New document” notification (Applied Epic only)

Delivers a real-time alert to insured clients when a new document is available using their phone’s built-in notification system.

Brand Awareness

Provide clients with anytime, anywhere access to their insurance information via their smartphones through a custom-branded mobile app.

Client Accessible Documents

Provide insureds easy ability to filter documents and be notified when documents require attention.

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.