Applied Mobile, the innovative mobile insurance broker application, brings customer, policy and sales information to Apple® or Android™ tablets and smartphones so staff can stay connected while away from the office.
Productivity is more critical than ever for insurance professionals. On-demand access to customer and prospect information enables broker staff to conduct more business outside the office and deliver better service to customers with a single, up-to-date view of customer and business information. Applied Mobile delivers this crucial information on demand, when it is needed most to drive business growth and profitability.
Applied Mobile’s touch-screen optimised interface enables users to:
- Review and modify client and prospect data on demand via Apple or Android tablets and smartphones
- View accounts, contacts, policy and prospect information
- Review, add, edit and close Activities, and sync changes to your broker management system
- Communicate with customers and staff via email and other native-tablet device tools
- Utilise GPS technology to map accounts and coordinate daily schedules
- Expand risk assessment capabilities with risk-specific questionnaires to accurately identify exposures and coverage gaps
Applied Mobile provides essential information to broker staff whenever and wherever they need it. There is no driving back to the office, no calling staff – just convenient, on-demand access to critical information. Available for smartphones and tablets, you can carry the convenience of customer and prospect insurance information while on-the-go.
Applied Mobile Risk Analysis provides specific information required to capture more risk types, educating account executives on various risks to provide the best possible policy for the customer.
Activities created in Applied Mobile are instantly added to the appropriate account in your broker management system, ensuring all staff has visibility into the most up-to-date information for that account. Conversely, new activities within the management system are pushed in real-time to Applied Mobile, allowing mobile staff to see the latest information while meeting with clients away from the office.
Applied Mobile enables brokers to work faster and more efficiently by using tools installed directly on the tablet and smartphone, like GPS technology to map accounts and schedule meetings, and communication channels to call or send email and instant messages to customers, prospects and colleagues. With Applied Mobile, staff can pinpoint nearby clients and prospects for impromptu meetings.
- Identify and map customers and prospects in a given area
- Get directions to customer and prospect offices
- Locate nearby amenities including car parking, restaurants and other venues for setting up meetings
Extend mobility across your entire business. Applied Mobile is available for both the 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.
For more information about Applied Mobile and other Applied solutions, call us at +44 (0) 1273 852000 or Contact Us.