Man sitting on a train looking at his tablet.

Applied Mobile

The first insurance agent mobile application to bring client, policy and sales information to mobile devices

  • Manage sales opportunities and enhance customer service with a mobile-enabled workforce
  • Keep client and prospect information current, synchronized and safe across systems

Applied Mobile enables you to access and manage client, prospect, sales and overall business information anytime, anywhere. The touch-screen optimized interface allows you to stay connected on the go with a direct link to information in your agency management system. The native mobile app allows you to view accounts, contact details and insurance policy information; access attachments and add prospects; create and manage activities; automate sales operations; and offers risk assessment tools that enable staff to accurately sell more lines of business. Applied Mobile delivers crucial information on demand, available when it is needed most to drive business growth and profitability.

Key Benefits

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Applied Mobile’s touch-screen optimized interface enables your agency to:

  • Access client and account data on demand via Apple or Android™ tablets and smartphones
  • Track and manage sales opportunities through seamless integration with Applied Epic
  • Leverage native mobile device features to map accounts, coordinate daily schedules and access on-demand contact information
  • Expand risk assessment capabilities with risk-specific questionnaires to identify exposures and coverage gaps
  • Initiate claims workflows and add/edit vehicles and drivers from the field to extend management capabilities while on the road

Applied Mobile is available for both Apple and Android tablets and smartphones and can be downloaded through the Apple App and Google Play stores. The application requires a license for activation purchased from Applied. The application works with WI-FI, 3G and 4G LTE connections.

See what our customers say

"We decided to add Applied Mobile because we needed our producers out of the office. We wanted them in the field working to bring in new clients."

Tiffany Johnston
Technology Channel & Innovation Manager

Applied Mobile Resources


Applied Mobile

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Metz Stoller Unifies Business Processes and Enhances Productivity with Applied

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Applied Mobile

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