Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Our Companion®, Route software provides unparalleled advantages to optimize your delivery processes. The mobile user can quickly and efficiently enter quantities to be invoiced by product or customer using predefined billing, order, and return screens. The mobile user can be asked a series questions and taken photos. The office reports will allow you to view the responses and photos. A customer can view sales and return statistics for the week prior by product. It is possible to quickly view statistics such sales, returns, percentage of return in dollars or units, by customer and by product. This allows for more informed decision-making. All information is stored in a secure vault in the cloud to which the handheld connects. The delivery person can only see the type of card and the last four digits for security reasons.
API Access
Has API
No
API Access
Has API
No
Integrations
Acomba
No
Applied Epic
Yes
BenefitPoint
Yes
Infor Financials & Supply Management
No
Microsoft Dynamics 365
Yes
Microsoft Dynamics 365 Business Central
No
Oracle Fusion Cloud ERP
No
QuickBooks Online
No
QuickBooks Online Advanced
No
SAP Business One
No
Integrations
Acomba
Yes
Applied Epic
No
BenefitPoint
No
Infor Financials & Supply Management
Yes
Microsoft Dynamics 365
No
Microsoft Dynamics 365 Business Central
Yes
Oracle Fusion Cloud ERP
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
SAP Business One
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Applied Systems
Founded
1983
Country
United States
Website
www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/
Vendor Details
Company Name
CIS Group
Founded
1977
Country
Canada
Website
www.cis-group.com/en/suites-en/cis-companion-route/
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
Product Features
Distribution
Barcoding / RFID
No
Import / Export Management
No
Inventory Management
No
Order Management
No
Purchasing
No
Returns Management
No
Sales Forecasting
No
Shipping Management
No
Warehouse Management
No
Food Service Distribution
Costing
No
Customer Management
No
Import / Export Management
No
Inventory Management
No
Lot Tracking
No
Order Management
No
Picking & Routing
No
Purchasing
No
Quotes / Estimates
No
Traceability
No
Vendor Management
No
Warehouse Management
No
Mobility
App Management
No
Barcode Scanning
Yes
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
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No