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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.

Description

Digital Assistant is the new way of working. Digital Assistant is your personal digital assistant at work. Get actionable Cards from all your connected apps to keep you informed throughout the day. Ask Digital Assistant a question or type a query. You can search across the entire enterprise for files, information, and services. Connect Digital Assistant to all your favorite business software, databases, and APIs on-premise and online to create a central productivity hub that supports digital workers. Digital Assistant supports over 50 enterprise data sources right out of the box. This includes Office 365, SharePoint CRM, Salesforce CRM and Slack. Digital Assistant can be embedded in your existing Intranet or used as a Chrome extension or responsive design web app. It can also be used as a mobile assistant on the phone. It's never been easier to work.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Applied Epic
BenefitPoint
Box
Dropbox
Freshdesk
Gmail
Google Chrome
Google Docs
Google Workspace
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams
Salesforce Agentforce Marketing

Integrations

Salesforce
Applied Epic
BenefitPoint
Box
Dropbox
Freshdesk
Gmail
Google Chrome
Google Docs
Google Workspace
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams
Salesforce Agentforce Marketing

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$4.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

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

Vendor Details

Company Name

adenin TECHNOLOGIES

Founded

1999

Country

United States

Website

www.adenin.com/digital-assistant/

Product 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

Product 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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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