Applied Mobile: The Mobile App for Insurance Agencies

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 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 whilst 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 whilst driving employee satisfaction, retention and cost savings.

Key Benefits

Give your team flexibility to work on the go

Unchain your employees from their desks and the constraints of 9 to 5 office hours. 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.
Serve 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, take a payment, send documents, and add, edit or close an activity whilst away from the office.
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 to reduce receivables. Plus, you can start an application in the field and have the team in the office begin the quoting process in real time.

Capabilities

On-Demand Access to Information

View contacts, opportunities and attachments anytime, anywhere with direct access to information in your broker 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 serve customers whilst away from the office.
Sales Automation

View, add and manage sales opportunities directly from your mobile device with information automatically updated in your management system, providing full staff visibility.
Claims Management

Accelerate the claims submission process by recording a claims event in the field with relevant customer details. The information is then directly sent 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. A seamless connection 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 text messages to customers, prospects and colleagues.

What's New

Activity Management

Activity Management

Get insight into the underlying tasks associated to an activity on an account. You can then complete the tasks via the app, which automatically syncs in Applied Epic. The ability to manage activities while on the go allows your team to be more productive and gives them enhanced visibility throughout the business.
Expanded Claims Image Options

Expanded Claims Image Options

Improve clarity in the claims process with the ability to upload more images when submitting a motor or property claim.
Activities List User Experience

Activities List User Experience

The Activities list in the app mirrors the Activities options list in Applied Epic for a consistent user experience.