The first insurance broker mobile application to bring client, policy and sales information to mobile devices
- Manage sales opportunities and enhance customer service with a mobile-enabled workforce
- Keep client and prospect information current, synchronised and safe across systems
Applied Mobile enables you to access and manage client, prospect, and overall business information anytime, anywhere. The touch-screen optimised interface allows you to stay connected on the go with a direct link to information in your broker management system. The native mobile app allows you to view accounts, contact details and insurance policy information; access attachments and add prospects; and create and manage activities to more accurately service customer and sell insurance. Applied Mobile delivers crucial information on demand, available when it is needed most to drive business growth and profitability.
Applied Mobile’s touch-screen optimised interface enables your business to:
- Review and modify client and prospect data on demand via Apple or Android™ tablets and smartphones
- Add, edit and close activities, and sync changes to your broker management system
- Utilise GPS technology to map accounts and coordinate daily schedule
Applied Mobile is available for both Apple and Android tablets and smartphones and can be downloaded through the Apple App and Google Play stores. Application requires a license for activation purchased from Applied. The application works with Wi-Fi, 3G and 4G LTE connections.