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support

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 

Screenshots View All

Screenshots View All

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 
Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Microsoft Teams No 
Salesforce Agentforce Marketing 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 
Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Microsoft Teams Yes 
Salesforce Agentforce Marketing 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.
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 

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