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Applied Mobile Reviews & Product Details

Joshua W.
JW
Account Executive
Insurance
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Applied Mobile?

I 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. Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

It has some glitches and shuts down at random times. Can't access if you have no phone signal or wifi. Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Applied Mobile Overview

What is Applied Mobile?

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.

Applied Mobile Details
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Product Description

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.


Seller Details
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
7,030 Twitter followers
LinkedIn® Page
www.linkedin.com
2,542 employees on LinkedIn®
Description

We can help everyone at your agency transform to make the day-to-day more efficient and extend the traditional storefront to online insurance experiences.


CR
Overview Provided by:

Recent Applied Mobile Reviews

Wesley G.
WG
Wesley G.Mid-Market (51-1000 emp.)
5.0 out of 5
"Great Insurance Platform at the Tip off your Fingers"
Same great Applied Insurance platform, but accessible at with you any where you go.
WG
Wes G.Enterprise (> 1000 emp.)
3.5 out of 5
"Great addition to the Applied Portfolio. Customer Service at your fingertips."
I believe the addition of the Applied Mobile app was a necessary step in the evolution of insurance. Essenetially you have your insurance broker at...
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Now agencies of all sizes can provide Technology & ease of doing business via mobile apps"
I have to say i was inmpressed - this idea made smaller agencies be able to complete and provide services Like Imidate claims reporting which is wh...
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Applied Mobile Media

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8 out of 9 Total Reviews for Applied Mobile

4.2 out of 5
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G2 reviews are authentic and verified.
WG
Regional Controller
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Applied Mobile?

I believe the addition of the Applied Mobile app was a necessary step in the evolution of insurance. Essenetially you have your insurance broker at your fingertips. Applied Mobile provides our producers, and customer Service Staff get updates review claims, and follow transactions in real time from their cell phones. Great addition to the Applied Insurance Package. Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

I think overall the Applied Mobile checks all the boxes for what I was looking for. The biggest hurdle with putting this type of platform on a Mobile App is having to limit certain functions due to phone capabilities. I often find myselft using the Mobile app and then switching over to my Desktop to complete certain functions. Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

The Applied Mobile Platform is creating instant updates and on demand access to certain necessary features without tethering me to a computer. I can check on updates in my car or at the gas station if needed. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Applied Mobile?

I have to say i was inmpressed - this idea made smaller agencies be able to complete and provide services Like Imidate claims reporting which is what progressive has been doing for a little while.

these features give our Cotaractors On the job Access to items they would have to go to the office to handle.

certificate of Insurance are at the tips of their fingures so if they forgot paperproof of coverage they have it to pull up when needed.

I am very excited to see how all these applied products grow over the Next 5 years Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

it was quite a bit of red tape int he start to work on getting our mobile apps set up (that was mostly i think Apples red tape) but that is the only think that stuck with me as being a dislike. Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

being accessable to our clients at all times of the day.

with out the technology we would not have a way like progressive or Farmers etc. to give access to the Insureds by just loging into the app and p ulling up policy and proof of coverage as well as reporting a claim on the spot when it occurs. Review collected by and hosted on G2.com.

Wesley G.
WG
Regional Financial Controller
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Applied Mobile?

Same great Applied Insurance platform, but accessible at with you any where you go. Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

Lacks some of the same functionality that comes in the full desktop version, but with the convenience of having this program anywhere. Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

On the go, instant access to policy data, and transaction history. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Applied Mobile?

I like that I can access my clients anywhere I am, right on my phone or tablet. I can view basic information and send auto ID cards. Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

You cannot do much from the app. The only thing I really use it for is to send auto ID cards if I am away from my computer. That is literaly the only thing you can do. I can see SOME attachements, not all depending on the file type, cant make changes, edit customer, attach anything, etc. You can see some basic info and thats it. Review collected by and hosted on G2.com.

Recommendations to others considering Applied Mobile:

Make sure the attachments work before going to a clients locations. you might not be able to access them. Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

Looking at basic information if I am away from my computer and sending auto ID cards very easy. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Applied Mobile?

Quick access to client information from anywhere with my phone. Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

Adding information like activities can be a little clunky but it is great for viewing. Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

Accessing client information when out of the office without having to use a laptop. It makes it easier for sales people that are on the road. Review collected by and hosted on G2.com.

Drake H.
DH
Managing Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Applied Mobile?

Makes it easy to access specific info for clients as well as make any changes or notes on a policy. Adding new prospects to the CRM and follow up notes are easy and intuitive. Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

The interface is a little chunky. Takes a little bit to learn it Review collected by and hosted on G2.com.

Recommendations to others considering Applied Mobile:

Make sure you go through the training sessions. Actually learning how to use the system to its fullest potential is probably one of the most important things to do! Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

Being able to stay mobile and help all of my clients across a large area all because we can carry our full CRM in our pocket Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
(Original )Information
What do you like best about Applied Mobile?

Applied Mobile has allowed our Agent's to be out the field talking with customers and providing solutions instead of just staying at their desk. They have become less reliant on just sitting at their desk and using their desktop computer to assist clients to being more interactive with the client at the client location providing a level of service that clients appreciate. Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

The accessibility to the Farm Applications is limited and is not as available as the commercial application. This limits are Agents from providing more services to the client at their location. Review collected by and hosted on G2.com.

Recommendations to others considering Applied Mobile:

Applied Mobile is a great tool that is integrated with Applied EPIC that allows your agents to have access to client information whem their at clients sites. It provides a great tool for helping them in provided added service to the client. Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

We are giving the client the added service of being able to meet with their agent at their location and seeing in real-time managing their account. The client is able to continue to focus on the task at their location but get the kind of service that they need for their business. Review collected by and hosted on G2.com.

Verified User in Insurance
II
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Applied Mobile?

I like the simplicity of Applied Mobile. it's easy to learn Review collected by and hosted on G2.com.

What do you dislike about Applied Mobile?

Inability to attach documents & texts from phone to the database Review collected by and hosted on G2.com.

Recommendations to others considering Applied Mobile:

It's a no-brainer! Review collected by and hosted on G2.com.

What problems is Applied Mobile solving and how is that benefiting you?

Producers need an "address book" on their phones that syncs with the data servicing uses. Applied Mobile provides this connection. Review collected by and hosted on G2.com.