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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
Our cloud-based SaaS administration platform offers a suite of integrated software services tailored for mobile businesses. We excel in enhancing your mobility experience, driving operational efficiency, and reducing costs significantly. The application can be used for free without administration, allowing you to transition to a paperless environment while empowering your mobile workforce to reach their full potential. This means that with the Digital Bag, organizations can streamline their processes by eliminating paper-based methods entirely. Specifically, our dgBirds software suite allows for the centralized organization, sharing, and monitoring of various documents, mission briefings, and activity reports within the Administration service. Additionally, our services for Documentation, Briefing, and Reports are accessible via iPads, ensuring that mobile staff can obtain and distribute vital information anytime and anywhere. By enhancing data flow, organizations can achieve greater operational efficiency and safety, which ultimately supports the profitable growth of companies. Embracing this technology not only modernizes workflows but also fosters a culture of innovation and responsiveness within teams.
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
$4 per user per 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
dgBirds
Founded
2017
Country
France
Website
www.dgbirds.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