Applied Mobile
What's New in the Latest Release
SCROLL DOWN
Insurer
Contact Information
As the world moves to a more remote work environment, making sure your staff
stays connected to information in your management system wherever they are is critical. Give your staff the ability to service customers anytime, anywhere with on-demand access to a single, up-to-date view of customer and business information.
Take a Look at What’s New
Activity Management
Activities List
User Experience
Provides quick access to insurer contact information to more easily service clients.
Copyright © 2023 Applied Systems. All rights reserved.
A Connected Staff Experience
More Easily Access Insurer Information
Applied Mobile is the first insurance broker mobile application that enables your staff to access and manage customer, prospect and overall business information anytime, anywhere via a smartphone or tablet. Our latest release of Applied Mobile further improves staff productivity through access to more information and the ability to act upon it while on the go.
Optimizing Productivity While Away From the Office
Activities List
User Experience
Activity Management
Insurer
Contact Information
Applied Mobile improves staff productivity through automated reporting, additional insurer information and activity management.
Expanded
Claims Image Options
Expanded
Claims Image Options
Insurer Contact Information
Associates insurer contact information for the policyholder or prospect directly within the account, enabling the broker to easily contact the insurer for claims
or submissions questions.
Delivers visibility and ability to complete tasks within activities via the app while mirroring its view with Applied Epic.
Elevate Your Activities Workflows
Allows brokers to upload more images to provide more clarity in auto or property claims submissions.
Simplify the Claims Process
Delivers visibility into the underlying tasks associated to an activity on
an account. Also enables brokers to complete the tasks via the app,
which is automatically reflected in Applied Epic, creating more staff productivity while on the go and enhanced visibility throughout the business.
Activity Management
Expands the amount of images an insured can attach when submitting an auto or property claim, improving clarity in the claims process.
Expanded Claims Image Options
Mirrors the activity options list in Applied Epic for a consistent Activities user experience between the two applications.
Activities List User Experience
