For Agents

Applied Mobile

Empower your staff with the information they need on the go.

Access client and policy information on demand to improve customer service and sell business more efficiently. Keep client and prospect information current, synchronized and safe across systems to easily manage sales opportunities and enhance customer service. Applied Mobile® is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office.

Key Benefits

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Access information at the tap of an icon

Carry convenient, on-demand access to client and prospect insurance information with you while on the go.

Simple line icon of a sheet of paper with a chart on it that is overlayed with a small magnify glass at the top right

Track sales opportunities

View, add and manage sales opportunities directly from your mobile device, with information synced directly to Applied Epic for seamless connectivity.

Simple line icon of two circular lines with arrows on one end forming a circle

Keep activities synced between systems in real time

Ensure the most up-to-date information is available to all staff with activities and opportunities instantly added to the appropriate account in your agency management system.

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Tap into native mobile capabilities

Work more efficiently by leveraging mobile native applications, like maps, to pinpoint nearby locations for impromptu meetings and communication channels to call or send email and instant messages to clients, prospects and colleagues.

Simple line icon of a sheet of paper with a vertical list of three items with three circles with checkmarks next to the list

Begin a quote while on the go

Start an application in the field and the information is automatically sent directly into your management system, enabling staff back in the office to begin the quoting process in real time.

Simple line icon of an arrow angled to the left pointing at three stacked circular lines

Access information at the tap of an icon

Carry convenient, on-demand access to client and prospect insurance information with you while on the go.

Simple line icon of a sheet of paper with a chart on it that is overlayed with a small magnify glass at the top right

Track sales opportunities

View, add and manage sales opportunities directly from your mobile device, with information synced directly to Applied Epic for seamless connectivity.

Simple line icon of two circular lines with arrows on one end forming a circle

Keep activities synced between systems in real time

Ensure the most up-to-date information is available to all staff with activities and opportunities instantly added to the appropriate account in your agency management system.

Simple line icon of a smartphone with several applications buttons on the homescreen

Tap into native mobile capabilities

Work more efficiently by leveraging mobile native applications, like maps, to pinpoint nearby locations for impromptu meetings and communication channels to call or send email and instant messages to clients, prospects and colleagues.

Simple line icon of a sheet of paper with a vertical list of three items with three circles with checkmarks next to the list

Begin a quote while on the go

Start an application in the field and the information is automatically sent directly into your management system, enabling staff back in the office to begin the quoting process in real time.

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.

What's New

Simple line icon of a headset with microphone

Claims management

Record a claims event in the field with relevant client details to accelerate the claims submission process.


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Account management

Capture critical data to add, edit or remove drivers, vehicles and locations from existing insured accounts while creating a management system activity and attachment in one workflow.


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Sales automation

Maintain accurate and detailed sales data and take payments on outstanding bill invoices to reduce receivables and more quickly track and close sales.


What's New

A mobile claim being made on a smartphone
Simple line icon of a headset with microphone

Claims management

Record a claims event in the field with relevant client details to accelerate the claims submission process.

A screenshot of adding a new vehicle on the mobile platform displayed on a smartphone
Simple line icon of a hand grasping another hand in a handshake

Account management

Capture critical data to add, edit or remove drivers, vehicles and locations from existing insured accounts while creating a management system activity and attachment in one workflow.

A screenshot of adding an oportunity on mobile displayed on a smartphone
Simple line icon of a hand with a US coin floating above it

Sales automation

Maintain accurate and detailed sales data and take payments on outstanding bill invoices to reduce receivables and more quickly track and close sales.

Ready to Learn More?

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

Contact Us