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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
Enabling mobile users to utilize Shared Calendars and Contacts on both iOS and Android devices is essential for enhancing productivity. When away from the office, managing calendars can be a daunting task, as scheduling appointments and checking colleagues' availability typically necessitate access to a desktop computer. This limitation poses challenges for assistants tasked with overseeing the schedules of others, as they miss out on the advantages of flexible work arrangements. XE2 Mobility addresses this issue by granting users secure mobile access via any iOS or Android device, allowing them to efficiently organize meetings, book appointments for their colleagues, and keep track of crucial events while on the go. Additionally, accessing shared business contacts can be particularly problematic for executives who frequently travel. Many collaboration platforms can be costly and demand extensive maintenance, which may not be feasible for small and medium-sized enterprises. By providing a streamlined solution, XE2 Mobility empowers these businesses to improve their operational efficiency without incurring unnecessary expenses.
API Access
Has API
API Access
Has API
Integrations
Applied Epic
BenefitPoint
Microsoft Dynamics 365
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1000.00/year
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
XE2
Website
www.xe2mobility.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
Mobility
App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring