Applied Systems Announces Release of Applied Mobile 2017 R2

Applied Systems today announced the latest release of Applied Mobile, the first insurance agent and broker mobile application to bring client, policy and sales information to mobile devices. The latest release extends access to policy-related information for all agency and brokerage staff, enabling a more mobile workforce to further enhance customer service.

Applied Mobile is a purpose-built app that enables insurance staff to access and manage client, prospect and insurance information from their management system anytime, anywhere via a mobile smartphone or tablet device. The native mobile app allows users to stay connected on the go with a direct link to information in their agency or brokerage management system, providing access to view accounts, contact details and insurance policy information; add prospects; create and manage activities; and automate sales operations.

Key enhancements include:


  •     Claims workflow: Record a claims event in the field with relevant client details and sync that information back to the management system, accelerating the claims submission process for auto and property policies.
  •     Driver, vehicle and location workflows: Capture critical data to add, edit or remove drivers, vehicles and locations from existing insured accounts, while simultaneously creating a management system activity and attachment in one workflow.

“Providing mobile access to information has become a requirement for agencies and brokerages to meet consumer demand for convenient and timely service,” said Michael Howe, senior vice president of Product Management, Applied Systems. “The latest release of Applied Mobile further extends the capabilities of the app to all agency and brokerage staff, regardless of role, to provide anytime, anywhere service and sales support.”

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