Applied Mobile Description
To improve customer service and increase sales efficiency, you can access client and policy information on-demand. To improve customer service and manage sales opportunities, keep client and prospect information current and safe across all systems. Applied Mobile®, the first mobile application that allows you to access client, policy, and sales information from your agency management software to mobile devices. This allows you to stay connected on the move with a direct link back into the office. You can easily access client and prospect insurance information while on the move. You can view, add, and manage sales opportunities right from your mobile device. Information is synced directly with applied epic for seamless connectivity. You can ensure that all employees have the most current information. All activities and opportunities are instantly added to the appropriate account within your agency management system.