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support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

A robust management system is essential for your agency as it serves as its foundation, necessitating a platform that can efficiently oversee your entire operations while adapting to your growth. Applied Epic® stands out as the most widely utilized management software globally, providing comprehensive oversight of your agency across various roles, locations, and lines of business, which includes both property and casualty as well as benefits. With our browser-native Applied Epic software, your team can effortlessly access vital data, reduce software maintenance demands, and swiftly harness the advantages of new features. Construct your agency on a platform that streamlines back-office functions, keeps your front office sales team in sync, and seamlessly integrates with customer service and insurer connectivity solutions. Ensure that your staff enjoys a user-friendly experience, allowing them to efficiently access account and policy information, generate quotes, submit claims, and handle renewals with just a few clicks. This efficiency not only enhances productivity but also boosts employee satisfaction as they navigate their tasks with ease.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Epic No 
Applied Mobile Yes 
BenefitPoint No 
Clarity Wave Yes 
Formstack Yes 
Microsoft Dynamics 365 No 
Microsoft Outlook Yes 
MyCarePlan Yes 
Pathway Insurance Software Yes 
RenewalCompass Yes 
Salesforce No 
Sonant Yes 
vBots Yes 

Integrations

Applied Epic Yes 
Applied Mobile No 
BenefitPoint Yes 
Clarity Wave No 
Formstack No 
Microsoft Dynamics 365 Yes 
Microsoft Outlook No 
MyCarePlan No 
Pathway Insurance Software No 
RenewalCompass No 
Salesforce Yes 
Sonant No 
vBots No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

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

Product Features

Insurance Agency Management

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

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting 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 No 
Remote Systems Monitoring No 

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