TrustRadius Insights
Quick and easy access to client information: Users find it convenient that they can quickly and easily access specific information about …
Overview
What is Applied Mobile?
Applied Mobile is an insurance agent mobile application to bring client, policy and sales information from an agency management system to mobile devices, allowing agents to stay connected on the go with a direct link back to the office.
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What is Applied Mobile?
Applied Mobile is an insurance agent mobile application to bring client, policy and sales information from an agency management system to mobile devices, allowing agents to stay connected on the go with a direct link back to the office.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Applied MobileInsured - Chatbot Demo EN-US
YouTube
Product Details
- About
- Tech Details
What is Applied Mobile?
Applied Mobile Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
Quick and easy access to client information: Users find it convenient that they can quickly and easily access specific information about their clients using Applied Mobile. Multiple reviewers have stated that this feature has allowed them to stay on top of tasks even when they are away from their desk.
Efficient workflow management: Reviewers appreciate how Applied Mobile helps them manage their workflow more efficiently. They find it intuitive to add new prospects to the CRM, create follow-up notes, and review open activities that need attention. Some users feel that this streamlined approach makes managing their workload much easier than before.
Increased productivity in the field: The ability to interact with clients while out in the field is a significant benefit of Applied Mobile. Reviewers note that they can access all the policy information they need at any time, submit changes for processing by service staff directly from their phone, and look up all clients or prospects entered near their current location. This efficient use of time allows users to maximize face-to-face interaction with clients, improving overall productivity in the field.
Clunky Interface: Some users have reported that the interface of Applied Mobile is clunky and takes time to learn.
Glitches and Unexpected Shutdowns: Several users have experienced glitches in the software, which can be frustrating for them. Additionally, some users reported that the software shuts down unexpectedly causing inconvenience.
Limited Functionality without Phone Signal or Wifi: Many reviewers stated that Applied Mobile's functionality is limited without phone signal or wifi, making it difficult to use in certain situations.