Products
Applied Mobile
Mobile application for insurance brokers
In our new hybrid-working world, making sure your team stays connected to information in your management system wherever they are is important. Give your team the ability to service customers anytime, anywhere with on-demand access to a single, up-to-date view of customer and business information at the tap of an icon. Our broker mobile application Applied Mobile® is the first of its kind in our industry. It untethers your team from their desks and allows them to access and manage customer, prospect and overall business information in your management system while on the go via a smartphone or tablet. Whether tapping into Applied Epic or Applied TAM, give your team the flexibility to do their job anytime, anywhere while driving employee satisfaction, retention and cost savings.
Key Benefits
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Give your team flexibility to work on the go
Unchain your employees from their desks and the 9 to 5 servicing constraints. By giving your team mobile access to the information in your management system, you empower them with the information they need to work anytime, anywhere.
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Service your customers when and how they want
Elevate your role as a trusted advisor by servicing customers where they are. You can record a claims event or initiate policy changes – like add, edit or remove drivers, vehicles and locations – while away from the office.
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Help your team land more sales and keep customers coming back
Increase new business and renewals by servicing accounts on the go. The app allows you to take payments on outstanding bill invoices to reduce receivables plus start an application in the field.
Capabilities
On-Demand Access to Information
View contacts, opportunities and attachments anytime, anywhere with direct access to information in your agency management system from your mobile phone or tablet. With Applied Mobile, you have on-demand access to the information you need, whenever you need it so you can service customers while away from the office.
Sales Automation
View, add and manage sales opportunities directly from your mobile device with information synced directly to Applied Epic.
Risk Analysis
Use embedded risk analysis surveys to access narratives, survey coverage assessments and supplemental data about your clients’ specific type of business. Once you’ve completed the risk analysis, you can save within the application, email, print or add as an attachment on an activity and sync back to an account in your management system.
Claims Management
Accelerate the claims submission process by recording a claims event in the field with relevant client details. The information then syncs to your management system so that staff back at the office can begin processing the claim for faster customer service.
Real-Time Activity Sync
Make sure the latest customer details are always available. Real-time synchronization between the app and your management platform ensures account information, including activities, is current, accurate and protected.
Native Mobile Capabilities
Work more efficiently by using 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.
What's New
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Insurer Contact Information
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Activity Management
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Expanded Claims Image Options
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Activities List User Experience
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.