Man sitting on a train looking at his tablet.

What's New in Applied Mobile

A mobile app for your entire brokerage

The insurance industry is becoming increasingly connected, requiring brokerages to embrace mobile as part of their digital transformation strategy. Applied Mobile increases enterprise mobility for your entire brokerage by extending access to critical insurance information within Applied Epic and Applied TAM while away from the office. Expanded capabilities and extended access via smartphone devices enables your brokerage staff – from service staff, to producers, to principals – to improve client service, manage sales opportunities, and grow the business on-the-go.

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Smart Phone icon

Track and manage your contacts on your mobile device

Easily add and maintain accurate contact details both on your mobile device and in your management system.

Attachments Screen

Easily add a prospect and contact when you’re on the go.

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Gain greater document access

Further extend real-time access and exchange of client and prospect documents, including policy endorsements, claims documents, and proposals, through tighter integration with your management system

Attachments Screen
User Experience

Simplify workflows with an enhanced user interface

Applied Mobile delivers a completely redesigned user interface with improved navigation and simplified workflows to increase ease of use and simplify staff training.

Add Opportunity Calendar Event


Add Opportunity Activity

Leverage completely redesigned Risk Survey interface to identify exposures and coverage gaps.


Applied Mobile is available on Apple® and Android™ tablets and smartphones.

apple app store
android app store

Available now in the UK, U.S. and Canada


Contact Us

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