Man sitting on a train looking at his tablet.

Applied Mobile Benefits

Deliver anytime, anywhere customer service

Applied Mobile provides essential information to your brokerage whenever and wherever you need it to provide optimal customer service at all times. Available for smartphones and tablets, you can carry convenient, on-demand access to critical brokerage resources and prospect insurance information while on the go.

Write business more successfully with on-the-go risk analysis

Seamlessly integrated to Applied Epic, Applied Mobile provides sales automation capabilities directly on a mobile device, enabling you to view, add, and manage sales opportunities. With Applied Mobile, producers can gather the information required to accurately assess client risk. Once completed, a Risk Analysis generated by Applied Mobile can be emailed, printed or added as an attachment and synced to an account in Applied Epic or Applied TAM. Your office can immediately begin processing the details for quoting options to provide timelier customer service.

Leverage real-time activity sync

Activities and opportunities created in Applied Mobile are instantly added to the appropriate account in your brokerage management system, ensuring the most up-to-date information is available to all staff. New activities are also pushed in real-time to Applied Mobile, keeping you informed while away from the office.

Tap into native mobile capabilities

Applied Mobile enables your brokerage to work more efficiently by leveraging tools installed directly on the tablet and smartphone, like GPS technology, to pinpoint nearby locations for impromptu meetings, and communication channels to call or send email and instant messages to clients, prospects and colleagues.

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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.