Man sitting on a train looking at his tablet.

Applied Mobile Benefits

Deliver anytime, anywhere customer service

Applied Mobile provides essential information whenever and wherever you need it to provide optimal customer service at all times. Available for smartphones and tablets, you can carry convenient, on-demand access to critical agency resources and client and prospect insurance information while on the go.

Track sales opportunities and write more business

Seamlessly integrated to Applied Epic, Applied Mobile provides sales automation capabilities directly on a mobile device, enabling you to view, add and manage sales opportunities. You can also gather the information required to accurately generate a Risk Analysis by Applied Mobile, which can be emailed, printed or added as an attachment and synced to an account in Applied Epic or Applied TAM. Your office can immediately begin processing the details for quoting options to provide timelier customer service.

Leverage real-time activity sync

Activities and opportunities created in Applied Mobile are instantly added to the appropriate account in your agency management system, ensuring the most up-to-date information is available to all staff. New activities are also pushed in real time to Applied Mobile, keeping staff informed while away from the office.

Tap into native mobile capabilities

Applied Mobile enables you to work more efficiently by leveraging tools installed directly on the tablet and smartphone, like GPS technology, to pinpoint nearby locations impromptu meetings, and communication channels to call or send email and instant messages to clients, prospects and colleagues.

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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.