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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 Applied CSR24?

Leading technology companies like Amazon have significantly elevated the standards for convenience and immediate access to services, a trend that resonates within the insurance industry as well. Modern consumers are increasingly looking for the flexibility to interact with services, manage their policies, and access information whenever and wherever they choose. By offering self-service capabilities, your organization can focus its resources on more valuable, revenue-generating activities. Our cutting-edge online and mobile self-service platform, Applied CSR24®, stands out in the marketplace, ensuring your clients stay connected to your operational systems. In order to adapt to the changing demands of today’s consumers, it's crucial to enhance client satisfaction, cultivate loyalty, and distinguish your offerings from those of your competitors. Acknowledging the uniqueness of each client, it’s beneficial to tailor the communications and documents they receive to meet their individual preferences, fostering a personal touch that nurtures trust and connections. This customized strategy not only boosts client engagement but also emphasizes the significance of recognizing distinct client requirements in a fiercely competitive environment. As expectations continue to evolve, committing to personalized service will strengthen relationships and drive business success.

Media

Media

Integrations Supported

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Salesforce
vBots

Integrations Supported

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Salesforce
vBots

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www.appliedsystems.com

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

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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