Man sitting on a train looking at his tablet.

What's New in Applied Mobile

A mobile app for your entire agency

The insurance industry is becoming increasingly connected, requiring agencies to embrace mobile as part of their digital transformation strategy.

Applied Mobile increases enterprise mobility for your entire agency by extending access to critical insurance information within Applied Epic and Applied TAM while away from the office. Expanded capabilities and extended access via smartphone devices enables your agency staff – from service staff, to producers, to principals – to improve client service, manage sales opportunities, and grow the business on-the-go.

header image
divider
Sales Automation icon

Track and manage your sales opportunities on your mobile device

Applied Epic agencies can maintain accurate and detailed sales data, including premium, revenue and number of policies, as well as more closely track sales cycle progress, to more effectively track revenue and close sales faster.

Opportunity List View

1.
Closely track sales cycle progress to more effectively track revenue and close sales faster

Opportunity Detail

2.
Easily add a prospect and contact when you’re on the go.

divider
Document Access icon

Gain greater document access

Further extend real-time access and exchange of client and prospect documents, including policy endorsements, claims documents, and proposals, through tighter integration with your management system.

Attachments Screen
divider
User Experience

Simplify workflows with an enhanced user interface

Applied Mobile delivers a completely redesigned user interface with improved navigation and simplified workflows to increase ease of use and simplify staff training.

View Accounts

1.
View accounts and contacts on redesigned user interface with improved navigation

Risk Survey

2.
Leverage completely redesigned Risk Survey interface to identify exposures and coverage gaps.

divider

Applied Mobile is available on Apple® and Android™ tablets and smartphones.

apple app store
android app store

Available now in the U.S., Canada, and UK.

arrow-up
Top

Contact Us

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