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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

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 

Screenshots View All

Screenshots View All

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 
SAP ERP No 
Sage 300 No 
Sage 50 No 
Sage X3 No 
Salesforce Yes 

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 
SAP ERP Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage X3 Yes 
Salesforce 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) 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 

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