Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Enabling mobile users to utilize Shared Calendars and Contacts on both iOS and Android devices is essential for enhancing productivity. When away from the office, managing calendars can be a daunting task, as scheduling appointments and checking colleagues' availability typically necessitate access to a desktop computer. This limitation poses challenges for assistants tasked with overseeing the schedules of others, as they miss out on the advantages of flexible work arrangements. XE2 Mobility addresses this issue by granting users secure mobile access via any iOS or Android device, allowing them to efficiently organize meetings, book appointments for their colleagues, and keep track of crucial events while on the go. Additionally, accessing shared business contacts can be particularly problematic for executives who frequently travel. Many collaboration platforms can be costly and demand extensive maintenance, which may not be feasible for small and medium-sized enterprises. By providing a streamlined solution, XE2 Mobility empowers these businesses to improve their operational efficiency without incurring unnecessary expenses.
API Access
Has API
No
API Access
Has API
No
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
$1000.00/year
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
No
On-Premises
No
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
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
XE2
Website
www.xe2mobility.com
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
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
Yes
Remote Systems Monitoring
No