For Brokers
Applied Mobile
Empower your employees with the information they need on the go.
Key Benefits
Access information at the tap of an icon
Benefit from on-demand access to customer and prospect insurance information while on the go.
Keep activities synced between systems in real time
Ensure the most up-to-date information is available to all employees with activities and opportunities instantly added to the appropriate account in your broker management system.
Fully utilise device features
Work more efficiently by using mobile native applications, like maps, to pinpoint nearby prospects or locations for meetings. Use communication channels to call, send emails or instant messages to customers, prospects and colleagues.
Access information at the tap of an icon
Benefit from on-demand access to customer and prospect insurance information while on the go.
Keep activities synced between systems in real time
Ensure the most up-to-date information is available to all employees with activities and opportunities instantly added to the appropriate account in your broker management system.
Fully utilise device features
Work more efficiently by using mobile native applications, like maps, to pinpoint nearby prospects or locations for meetings. Use communication channels to call, send emails or instant messages to customers, 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.
Ready to Learn More?
Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.