Applied Mobile

Applied Mobile

Applied Systems
SmartOffice

SmartOffice

Zinnia
+
+

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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.

About

SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance companies looking for a Mobil App

Audience

Financial advisors, insurance agents, RIAs or broker-dealers in search of a tool to track client policies, investments, opportunities, calendars, and reporting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Systems
Founded: 1983
United States
www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/

Company Information

Zinnia
Founded: 2005
United States
www.smartofficecrm.com

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Applied Epic

Applied Epic

Applied Systems

Categories

Categories

Integrations

Applied Epic
BenefitPoint
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Constant Contact
Laserfiche
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
Paperclip
PreciseFP
Riskalyze
TD Ameritrade
Zocks
eMoney

Integrations

Applied Epic
BenefitPoint
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Constant Contact
Laserfiche
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
Paperclip
PreciseFP
Riskalyze
TD Ameritrade
Zocks
eMoney
Claim Applied Mobile and update features and information
Claim Applied Mobile and update features and information
Claim SmartOffice and update features and information
Claim SmartOffice and update features and information