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.
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.