Applied Mobile
On-demand access to your agency management system.
Overview
Applied Mobile is a mobile application designed for insurance agencies that integrates with their existing Applied Epic or other Applied management systems. It provides agents and staff with real-time, on-demand access to client policy information, documents, and other business data from their smartphones or tablets. This enables them to service clients, view account details, and manage business operations from anywhere, untethering them from their desks.
✨ Key Features
- Access to client and prospect information
- View policies and coverage details
- Access to attachments and documents
- Real-time integration with agency management system
- Offline access to recently viewed client data
- Contact management
🎯 Key Differentiators
- Deep integration with the Applied Systems suite of products.
Unique Value: Empowers insurance agents with the flexibility to service clients and manage their book of business from anywhere, directly from their mobile device.
🎯 Use Cases (4)
✅ Best For
- Mobile access to agency management system data
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Direct client self-service (it's an agency-facing tool)
🏆 Alternatives
Offers a more integrated experience for agencies already using Applied Systems software compared to standalone mobile CRM or productivity apps.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
💰 Pricing
Free tier: NA
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