Access client and policy information on demand to improve customer service and sell business more efficiently. Keep client and prospect information current, synchronized and safe across systems to easily manage sales opportunities and enhance customer service. Applied Mobile® is the first insurance broker mobile application to bring client, policy and sales information from your brokerage management system to mobile devices, so you can stay connected on the go with a direct link back to the office.
Key Benefits
Capabilities
-
Sales opportunities
View, add and manage sales opportunities directly from your mobile device, with information synced directly to Applied Epic for seamless connectivity.
-
Prospect applications
Start an application in the field and the information is automatically sent directly into your management system for your CSRs to begin a new quote.
-
Risk analysis tools
Access narratives, survey coverage assessments and supplemental data about your insureds’ specific type of business with embedded risk analysis surveys.
-
On-the-go claims access
Accelerate the claims submission process by initiating a claims workflow in the field.
What's New
-
Claim History
Easily access and share details with your insureds on active or closed claims.
-
Claims management
Record a claims event in the field with relevant client details to accelerate the claims submission process.
-
Account management
Capture critical data to add, edit or remove drivers, vehicles and locations from existing insured accounts while creating a management system activity and attachment in one workflow.
-
Sales automation
Maintain accurate and detailed sales data and take payments on outstanding bill invoices to reduce receivables and more quickly track and close sales.
Ready to Learn More?
Applied is ready to provide your business with the advanced insurance software and solutions you need to succeed in the insurance ecosystem.