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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
Integrations
Salesforce
Applied Epic
BenefitPoint
Box
Dropbox
Freshdesk
Gmail
Google Chrome
Google Docs
Google Workspace
Integrations
Salesforce
Applied Epic
BenefitPoint
Box
Dropbox
Freshdesk
Gmail
Google Chrome
Google Docs
Google Workspace
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