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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

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

Screenshots View All

Screenshots View All

Integrations

Applied Epic
BenefitPoint
Microsoft Dynamics 365
Salesforce

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

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