Applied Epic Mobile Solution: Empowering Agents on the Go

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Applied Epic Mobile Solution: Empowering Agents on the Go

Introduction to Applied Epic Mobile

In today's hybrid-working environment, ensuring that your team remains connected to critical information in your management system no matter where they are is crucial. Applied Systems offers an innovative solution with Applied Mobile®, a mobile application designed specifically for insurance agents. This groundbreaking tool provides on-the-go access to a comprehensive view of customer and business data from your management system via smartphones and tablets, whether you use Applied Epic or Applied TAM.

Key Benefits of Applied Mobile

The primary benefits of Applied Mobile include providing your team with the flexibility to work remotely and on the go. By freeing your employees from the constraints of traditional office hours and locations, you empower them to access essential information and serve customers at any time and from any place.

Capabilities of Applied Mobile

Applied Mobile offers various capabilities to enhance efficiency and effectiveness for insurance agents. Users can access contacts, opportunities, and attachments on demand, enabling them to serve clients while away from the office. The application also supports sales automation, risk analysis, claims management, and real-time activity sync, ensuring that agents have the latest information at their fingertips.

Sales Automation and Risk Analysis

With Applied Mobile, agents can view, add, and manage sales opportunities directly from their mobile devices, with information seamlessly synced to Applied Epic. The embedded risk analysis surveys enable agents to assess coverage and gather specific business data, streamlining the insurance process for clients.

Claims Management and Real-Time Activity Sync

Accelerating the claims submission process, agents can record claims events in the field and sync the relevant client details to their management system. Real-time activity sync ensures that customer details are always up-to-date, enhancing the efficiency and accuracy of customer service.

Native Mobile Capabilities and Customer Success Stories

By leveraging native mobile features like maps and communication channels, agents can work more efficiently, schedule impromptu meetings, and engage with clients seamlessly. Customer success stories, such as ReNu Insurance Group, exemplify how Applied Mobile facilitates superior customer service and digital experiences.

Conclusion and Future Perspectives

Applied Epic Mobile not only empowers insurance agents to work flexibly and efficiently but also sets a new standard for mobile-enabled businesses in a remote working world. As the industry evolves, embracing advanced solutions like Applied Mobile becomes essential for agencies looking to stay competitive and provide exceptional customer service.

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