Three business people sitting at a table in an office having a discussion.

Applied WealthTrack Mobile

​​Enable your staff to drive sales and provide an outstanding customer experience on the go

  • Fast and instant access to prospects, activities and policy information
  • Improve profitability and operational efficiency

With Applied WealthTrack Mobile, you can stay connected to client information when out of the office to update prospect information and manage contacts, activities and sales pipeline anytime, anywhere. Manage client engagement and on-boarding by using tools that help strengthen relationships.

Applied WealthTrack Mobile allows your business to:

  • Manage and track client communication, tasks, activities, and time spent working on the client file
  • Create powerful client segmentation and interactive marketing campaigns with email, SMS and mail merge
  • Clear record keeping, reporting and robust audit trails that support regulatory compliance
  • Access partnerships with major life offices to regularly update policy values

Contact Us

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