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

A person is holding a tablet in their left hand and their right hand is working a tablet
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.

A rack of assorted clothes
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.

A business man is walking and looking at his phone during the day
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.

Hands are holding a phone in a car.
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.

A road with several cars on it is sitting in the middle of a forested area
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

  • Claim history

    Claim History – Easily access and share details with your insureds on active or closed claims.

     


  • Claims management

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


  • 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.


  • 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.

Claim history

Claim History – Easily access and share details with your insureds on active or closed claims.

 

Claims management

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

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.

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.