Applied MobileApplied Systems
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Equisoft/centralizeEquisoft
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Related Products
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About
Access client and policy information on demand to improve customer service and sell business more efficiently. Keep client and prospect information current, synchronized and safe across systems to easily manage sales opportunities and enhance customer service. 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. Carry convenient, on-demand access to client and prospect insurance information with you while on the go. View, add and manage sales opportunities directly from your mobile device, with information synced directly to applied epic for seamless connectivity. Ensure the most up-to-date information is available to all staff with activities and opportunities instantly added to the appropriate account in your agency management system.
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About
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform.
Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management.
Our insurance agency management software powers your business with out of the box business processes built by industry insiders.
Policies sold and commission projections are just a few of the key reports that track operations.
Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity.
Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance companies looking for a Mobil App
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Audience
Life insurance agencies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationApplied Systems
Founded: 1983
United States
www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/
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Company InformationEquisoft
Founded: 1994
Canada
equisoft.com
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Applied Epic
BenefitPoint
Equisoft/illustrate
Equisoft/manage
Microsoft Dynamics 365
Salesforce
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Integrations
Applied Epic
BenefitPoint
Equisoft/illustrate
Equisoft/manage
Microsoft Dynamics 365
Salesforce
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