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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Develop mobile solutions that enhance your team’s capabilities through our rapid, adaptable, and no-code platform. Gather answers through various formats such as single or multiple choices, structured picklists, binary options, date/time selections, and the ability to input unformatted data, along with displaying informational content, capturing signatures, performing mathematical computations, and utilizing branching logic for workflows. Users can access and search for any asset or previous inspections based on their permissions, with the ability to search by attributes like GPS location, barcode, name, or address. You can map, locate, and find work and assets based on proximity. Ensuring worker accountability, the system tracks each user interaction, complete with GPS tagging and timestamps, allowing for easy identification of who completed specific tasks, where, and when. The application remains accessible to users even without an internet connection, with data being updated in both directions once connectivity is restored. Moreover, a local copy of essential data is stored on your device, ensuring that necessary information is always readily available at your fingertips, which significantly enhances operational efficiency. This comprehensive approach fosters an empowered workforce that can operate effectively under varying conditions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Microsoft Excel
SQL Server
Salesforce

Integrations

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Microsoft Excel
SQL Server
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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

Mobile Epiphany

Founded

2008

Country

United States

Website

www.mobileepiphany.com/technology/

Product Features

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Product Features

App Makers

Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

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