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What is Applied Mobile?

Ensure that client and policy information can be accessed whenever necessary to improve customer support and optimize business workflows. Keep client and prospect data updated, synchronized, and secure across multiple platforms, which facilitates the effective management of sales opportunities and enhances interactions with customers. Applied Mobile® is recognized as the leading mobile app specifically designed for insurance professionals, providing direct access to client, policy, and sales data from your agency management system on your mobile devices, thereby allowing you to stay connected while away from the office with a quick access link. The app offers the advantage of having instant access to insurance information for clients and prospects while you're on the go. You can directly view, create, and manage sales opportunities right from your mobile device, with all information automatically synced to Applied Epic for seamless connectivity. Additionally, ensure that all personnel have the latest updates, as activities and opportunities are recorded in real time within your agency management system. This feature not only enables agents to address client requests swiftly but also contributes to building stronger connections and promoting business expansion. Ultimately, leveraging such advanced tools can significantly enhance the efficiency and effectiveness of your operations.

What is AgencySmart?

AgencySmart functions within a cloud-based framework, allowing you to access client information from virtually anywhere using any device with internet connectivity. This flexibility enables you to address client questions, make calls as policies approach their renewal dates, and keep track of clients' activities. The platform also features renewal tracking and notification systems for both clients and prospects, ensuring that you are promptly informed of service issues that need immediate attention. In addition, it manages enrollment processes, terminations, and adjustments, while monitoring dependents who are turning 26 or are about to lose coverage. It also tracks employees and their dependents as they near 65 years of age, which signifies eligibility for Medicare. The system provides alerts for important tasks and calendar events, includes detailed audit trails for accountability, and facilitates cross-selling while ensuring compliance with regulations. You can send proactive reminders to clients and prospects about upcoming renewals and other critical updates related to plan changes. Moreover, it enables you to connect with clients through personalized messages for birthdays, holidays, and other significant milestones, effectively highlighting all potential opportunities for cross-sales. This all-encompassing tool significantly improves client relationship management while also optimizing your workflow to ensure maximum productivity and efficiency. By integrating these features into a single platform, AgencySmart empowers users to enhance their service delivery and client engagement strategies.

Media

Media

Integrations Supported

Applied Epic
BenefitPoint
Evergreen
Microsoft Dynamics 365
Salesforce

Integrations Supported

Applied Epic
BenefitPoint
Evergreen
Microsoft Dynamics 365
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/

Company Facts

Organization Name

AgencySmart

Company Location

United States

Company Website

agencysmart.com/software/

Categories and 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

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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