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What's New in Applied Mobile

A mobile app for your entire brokerage

The insurance industry is becoming increasingly connected, requiring brokerages to embrace mobile as part of their digital transformation strategies.

Applied Mobile increases enterprise mobility for your entire brokerage by extending access to critical insurance information within Applied Epic and Applied TAM while away from the office. Expanded capabilities and extended access via smartphone devices enable your brokerage staff – from service staff, to producers, to principals – to improve client service, manage sales opportunities, and grow the business on the go.

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Initiate claims workflow in the field

Record a claims event in the field with relevant client details and sync that information back to the management system, accelerating the claims submission process for auto and property policies.

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User Experience

Update existing insured accounts

The application enables you to capture critical data to add, edit or remove drivers, vehicles and locations from existing insured accounts, while simultaneously creating a management system activity and attachment in one workflow.

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Track and manage your sales opportunities on your mobile device

Applied Epic brokerages can maintain accurate and detailed sales data, including premium, revenue and number of policies, as well as more closely track sales cycle progress, to more effectively track revenue and close sales faster. The application also enables you to take a payment on outstanding bill invoices via the app to reduce outstanding receivables and more quickly close sales.

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Applied Mobile is available on Apple® and Android™ tablets and smartphones.

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android app store

Available now in Canada, the U.S. and UK.

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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.