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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Major technology firms such as Amazon have raised expectations for convenience and the ability to access services anytime and anywhere, and the insurance sector is no exception. Customers today desire the freedom to engage with your business, manage their policies, and obtain information at their convenience, regardless of their location. By enabling self-service options for clients, your team can devote more time to essential revenue-generating tasks. Our innovative online and mobile self-service platform, Applied CSR24®, is pioneering in the insurance industry, ensuring that your customers remain connected to your business. To thrive in the digital age, it is crucial to meet the evolving expectations of consumers, as this will enhance client satisfaction, foster loyalty, and differentiate you from competitors. Recognizing that each client has distinct needs, it is important to customize the documents they receive to align with their specific requirements. This tailored approach not only improves the client experience but also reinforces your commitment to personalized service.

Description

Gain instant access to client and policy details whenever needed to enhance customer service and streamline business sales processes. Maintain up-to-date, synchronized, and secure client and prospect information across various systems to effectively handle sales opportunities and provide superior customer support. Applied Mobile® stands out as the pioneering mobile application for insurance agents, allowing seamless transfer of client, policy, and sales data from your agency management platform to mobile devices, ensuring you remain connected while on the move with a direct link to your office. Enjoy the convenience of carrying essential client and prospect insurance information wherever you go, enabling you to view, add, and manage sales opportunities directly from your mobile device, with data syncing instantly to Applied Epic for a cohesive experience. This innovative approach guarantees that all staff members have access to the latest information, as activities and opportunities are promptly integrated into the relevant accounts within your agency management system, thus fostering better collaboration and efficiency. By utilizing this mobile application, agents can significantly enhance their responsiveness and productivity, ultimately leading to improved client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Epic No 
BenefitPoint No 
Microsoft Dynamics 365 No 
Salesforce No 
vBots Yes 

Integrations

Applied Epic Yes 
BenefitPoint Yes 
Microsoft Dynamics 365 Yes 
Salesforce Yes 
vBots No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/

Product Features

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Product Features

Mobility

App Management No 
Barcode Scanning No 
Compliance Management No 
Content Management No 
Data Collection No 
Data Management No 
File Management No 
Forms Automation No 
Mobile Messaging No 
Remote Access No 
Remote Systems Monitoring No 

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