Applied Mobile is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office.
Customer Reviews
Joshua W.
Advanced user of Applied MobileI like that I can access my clients policy info at anytime. I can send proofs and look up deductibles. I can submit changes to be processed by my service staff. I can look up all my clients or prospects that I have entered that are near my current location. I am able to review my open activities that need to be taken care of.
It has some glitches and shuts down at random times. Can't access if you have no phone signal or wifi.
I can send a client a proof of insurance at anytime form anywhere. I can drop in on prospects that are nearby if i find myself with some extra time. I can add new prospects from the road. I can attach documents to client/prospect files.
