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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
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