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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

InsurAMS serves as a comprehensive agency management software tailored for independent insurance agencies, efficiently enhancing everyday operations. Its renewal queue system effectively organizes policy renewals based on urgency, significantly reducing the risk of overlooking deadlines. Agents benefit from the capability to swiftly produce certificates of insurance through auto-filled policy information, which removes the need for tedious manual data entry. The platform also provides a centralized hub for client management, granting easy access to essential records, policy specifics, and the history of client interactions. An integrated activity log diligently records communications such as calls, emails, and notes, while task management features allow tasks to be associated directly with particular clients and policies. Moreover, metrics including total premiums and detailed breakdowns by coverage type and insurance carrier deliver valuable insights into the agency's portfolio. InsurAMS facilitates a smooth transition to its services by supporting CSV imports for client and policy data migration and enabling data exports to maintain agency control. With a straightforward setup process, agencies can begin utilizing the system almost instantly, avoiding the need for extensive training. Additionally, this user-friendly approach ensures that even those with minimal technical expertise can navigate the platform with ease.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Salesforce
Zapier

Integrations

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Salesforce
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99/month
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

InsurAMS

Founded

2026

Country

United States

Website

insurams.com

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

Insurance Agency

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

Alternatives

Alternatives

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