Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • Resco Field Sales+ Reviews & Ratings
    12 Ratings
    Company Website
  • Iru Reviews & Ratings
    1,278 Ratings
    Company Website
  • LegalEdge Reviews & Ratings
    17 Ratings
    Company Website
  • Resco Mobile App Development Toolkit Reviews & Ratings
    2 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    6 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    187 Ratings
    Company Website
  • Ditto Reviews & Ratings
    2 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,211 Ratings
    Company Website
  • NovusMED Reviews & Ratings
    1 Rating
    Company Website
  • Zoho Assist Reviews & Ratings
    2,108 Ratings
    Company Website

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 Epic?

The management system of your agency serves as its essential backbone, crucial for overseeing every facet of your operations while promoting growth. Is Applied Epic®—the leading management platform globally—your solution? It provides a comprehensive overview of your agency’s various roles, locations, and business lines, encompassing both property and casualty as well as benefits. Our Applied Epic software is browser-based, enabling your team to swiftly access important data and streamline software management. Your agency can thrive on a system that automates backend processes, maintains connectivity for your sales team, and integrates effortlessly with technologies for customer service and insurance connectivity. By offering employees a straightforward and user-friendly experience, they can easily view account and policy details, request quotes, file claims, and handle renewals—all in just a few clicks. This efficiency not only enhances productivity but also allows your agency to respond more effectively to client needs.

Media

Media

Integrations Supported

Applied Epic
Applied Mobile
BenefitPoint
Clarity Wave
Formstack
Microsoft Dynamics 365
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
Salesforce
Sonant
vBots

Integrations Supported

Applied Epic
Applied Mobile
BenefitPoint
Clarity Wave
Formstack
Microsoft Dynamics 365
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
Salesforce
Sonant
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

Insurance Agency

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

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Popular Alternatives

Net4things Reviews & Ratings

Net4things

Net4Things

Popular Alternatives

Macaw AMS Reviews & Ratings

Macaw AMS

Nest Innovative Solutions
Verity Reviews & Ratings

Verity

VRC Insurance Systems
Applied Epic Reviews & Ratings

Applied Epic

Applied Systems