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Average Ratings 1 Rating
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
Digital Assistant is the new way of working. Digital Assistant is your personal digital assistant at work. Get actionable Cards from all your connected apps to keep you informed throughout the day. Ask Digital Assistant a question or type a query. You can search across the entire enterprise for files, information, and services.
Connect Digital Assistant to all your favorite business software, databases, and APIs on-premise and online to create a central productivity hub that supports digital workers.
Digital Assistant supports over 50 enterprise data sources right out of the box. This includes Office 365, SharePoint CRM, Salesforce CRM and Slack. Digital Assistant can be embedded in your existing Intranet or used as a Chrome extension or responsive design web app. It can also be used as a mobile assistant on the phone. It's never been easier to work.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Applied Epic
Yes
BenefitPoint
Yes
Box
No
Dropbox
No
Freshdesk
No
Gmail
No
Google Chrome
No
Google Docs
No
Google Workspace
No
Integrations
Salesforce
Yes
Applied Epic
No
BenefitPoint
No
Box
Yes
Dropbox
Yes
Freshdesk
Yes
Gmail
Yes
Google Chrome
Yes
Google Docs
Yes
Google Workspace
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$4.00/month/user
Small, Medium and Large Team plans are available, as is an Enterprise plan.
The Small Team plan is free, forever, with paid versions starting from the Medium Team plan upwards.
The Small Team plan is free, forever, with paid versions starting from the Medium Team plan upwards.
Free Trial
Yes
Free Version
Yes
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
adenin TECHNOLOGIES
Founded
1999
Country
United States
Website
www.adenin.com/digital-assistant/
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
Mobility
App Management
Yes
Barcode Scanning
No
Compliance Management
No
Content Management
Yes
Data Collection
Yes
Data Management
Yes
File Management
Yes
Forms Automation
No
Mobile Messaging
No
Remote Access
Yes
Remote Systems Monitoring
Yes
Portal
Chat
No
Collaboration
No
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes