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What is CIS-Companion Route?

Our Companion® Route software offers unmatched benefits for enhancing delivery operations. Users on the mobile platform can swiftly input quantities to invoice, whether by product or customer, utilizing established screens for billing, orders, and returns. Additionally, the mobile interface allows users to answer various questions and capture images. Office reports enable comprehensive access to these responses and photographs. Customers can also examine sales and return data from the previous week, broken down by product. This system facilitates a quick review of critical statistics such as sales figures, returns, and return percentages, both in monetary terms and unit counts, categorized by customer and product. Such insights empower more effective decision-making. All data is securely stored in a cloud vault that is accessible to the handheld device, ensuring confidentiality. For added security, the delivery personnel only have access to the card type and the last four digits, safeguarding sensitive customer information. Users can feel confident knowing their data is protected while still benefiting from the software's robust features.

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.

Media

Media

Integrations Supported

Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Sage X3

Integrations Supported

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

CIS Group

Date Founded

1977

Company Location

Canada

Company Website

www.cis-group.com/en/suites-en/cis-companion-route/

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/

Categories and Features

Direct Store Delivery

Not specified

Distribution

Not specified

Mobility

Barcode Scanning

Categories and Features

Mobility

Not specified

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