Access customer, prospect and policy information on demand to improve customer service and sell business more efficiently. Keep customer and prospect information current, synchronised and safe across systems to easily manage sales opportunities and enhance customer service. Applied Mobile® is the first insurance mobile application to bring customer, prospect, policy and sales information from your broker management system to mobile devices, so you can stay connected on the go with a direct link back to the office.
Key Benefits
Capabilities
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Sales opportunities
View, add and manage sales opportunities directly from your mobile device, with information synced directly to Applied Epic for seamless connectivity.
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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.
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Risk analysis tools
Access narratives, survey coverage assessments and supplemental data about your insureds’ specific type of business with embedded risk analysis surveys.
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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.