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ease
features
design
support

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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

HarrisData presents three distinct CRM modules tailored to enhance organizational functionality. CustomerFirst® equips various departments with essential support, help desk, and quality tracking tools to effectively manage customer data within their specific contexts. This solution efficiently oversees the workflow from the moment a request or issue is logged until it reaches resolution. SalesFirst® is engineered to aid businesses in organizing their sales teams, prospects, and clientele. This vital resource for sales representatives gathers all pertinent historical and critical information about potential clients, while also allowing for the tracking of competitive data to refine sales strategies based on market competition. Lastly, WebFirst® enables customers to access, modify, and create support tickets online at any time, providing them with 24/7/365 convenience. Additionally, this module facilitates the downloading of software updates directly from the web, ensuring that users have the latest tools at their fingertips whenever necessary.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Epic Yes 
BenefitPoint Yes 
Microsoft Dynamics 365 Yes 
Salesforce Yes 

Integrations

Applied Epic No 
BenefitPoint No 
Microsoft Dynamics 365 No 
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 No 
Live Rep (24/7) No 
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 No 
Live Training (Online) No 
In Person No 

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

HarrisData

Founded

1972

Country

United States

Website

www.harrisdata.com/software/crm

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

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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