Applied Mobile
Free
2024.2.0for iPhone, iPad and more
6.9
8 Ratings
Applied Systems, Inc.
Developer
164.2 MB
Size
2024年02月12日
Update Date
Business
Category
4+
Age Rating
Age Rating
Applied Mobile 螢幕截圖
About Applied Mobile
Applied Mobile is the only independent agent mobile application designed specifically for insurance producers to provide them instant access to client information. Through integration with their agency’s management system, producers have on-demand access to the system of record. An intuitive and personalized mobile interface provides producers easy access to view accounts, activities, contacts and insurance policy information. Having access to client data 24/7 is also a differentiator when speaking to prospects, adding value to the product offering. Additionally, producers have the ability to communicate through e-mail, add activities, and leverage GPS technology to map accounts and coordinate daily schedules. Because of these capabilities, producers can more effectively service clients, increasing sales, customer retention and satisfaction. NOTE: To log into the Applied Mobile App, you must be a licensed Applied Systems Applied Mobile user. Contact Applied Systems for additional details.
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最新版本2024.2.0更新日誌
Last updated on 2024年02月12日
歷史版本
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
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Version History
2024.2.0
2024年02月12日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2023.1.0
2023年01月16日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2022.11.0
2022年11月21日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2022.4.0
2022年04月25日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2021.9.0
2021年09月29日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2021.8.0
2021年08月13日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2021.6.0
2021年07月04日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2021.5.1
2021年05月27日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2021.5.0
2021年05月23日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2021.4.0
2021年04月10日
Requirements display as you set new password
To provide a smoother reset process whenever your password expires, the requirements display as you set the new password.
Spanish language support
For organizations with Spanish-speaking staff, Applied Mobile fully supports Spanish. If Spanish is set as the primary language on your mobile device, Spanish will automatically be enabled for Mobile.
To provide a smoother reset process whenever your password expires, the requirements display as you set the new password.
Spanish language support
For organizations with Spanish-speaking staff, Applied Mobile fully supports Spanish. If Spanish is set as the primary language on your mobile device, Spanish will automatically be enabled for Mobile.
2021.0.1
2020年12月03日
We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes.
2021.0.0
2020年11月23日
Manage Activity Tasks
Tasks have been added to Applied Mobile so that you can manage and assign them when you are in the field. To access the Tasks area, select an activity and tap Task. From there, you can add, edit, view, and assign tasks associated to the selected activity.
Access Company Information
A Companies tile has been added to the side menu so that you can access all company information from your mobile device. This area mirrors all information stored for the selected company on the Details page in Applied CSR24 > Premium Certificates > Configure > Carriers. You can also access a company’s information from a policy on the account level. All permissions carry over from CSR24 > Premium Certificates > Configure > System Admin, Producers, or CS
Tasks have been added to Applied Mobile so that you can manage and assign them when you are in the field. To access the Tasks area, select an activity and tap Task. From there, you can add, edit, view, and assign tasks associated to the selected activity.
Access Company Information
A Companies tile has been added to the side menu so that you can access all company information from your mobile device. This area mirrors all information stored for the selected company on the Details page in Applied CSR24 > Premium Certificates > Configure > Carriers. You can also access a company’s information from a policy on the account level. All permissions carry over from CSR24 > Premium Certificates > Configure > System Admin, Producers, or CS
2020.5.0
2020年07月20日
We have expanded the amount of images that can be attached to a claim or activity when submitting an auto or property claim. We mirror the activity options list in Applied Epic for a consistent Activities user experience between the two applications.
2020.2.3
2020年06月23日
Fix issue preventing Applied Mobile from opening on iPads running iOS 13.
2020.2.2
2020年06月17日
Resolves connectivity issues for Risk Analysis functionality.
2020.2.0
2020年03月09日
Standard performance updates and maintenance completed.
2020.0.0
2019年12月08日
Standard performance updates and maintenance completed.
2019.3.0
2019年08月04日
Standard performance updates and maintenance completed.
2019.2.0
2019年02月28日
Review any insured’s agency-billed transactions, or record payments on their behalf, with Bill Pay.
2019.0.1
2018年11月23日
Agency and Branch fields prefill based on the last selection made when adding prospects, opportunities, activities, and prospective policies.
Claims Status allows you to view a list of your open and closed insured’s claims and view detail for them.
View Risk Narratives and Supplements powered by Rough Notes on your smartphone.
Claims Status allows you to view a list of your open and closed insured’s claims and view detail for them.
View Risk Narratives and Supplements powered by Rough Notes on your smartphone.
2019.0.0
2018年11月03日
Agency and Branch fields prefill based on the last selection made when adding prospects, opportunities, activities, and prospective policies.
Claims Status allows you to view a list of your open and closed insured’s claims and view detail for them.
View Risk Narratives and Supplements powered by Rough Notes on your smartphone.
Claims Status allows you to view a list of your open and closed insured’s claims and view detail for them.
View Risk Narratives and Supplements powered by Rough Notes on your smartphone.
2018.2.0
2018年04月21日
Customize and configure the main menu and account listing menus to reflect your usage.
View the redesigned account listing menu in a grid icon format for an intuitive and flexible layout.
Generate Auto ID/Liability cards and deliver them to your insureds for quick servicing on the go.
Streamline account information access by selecting an account name after accessing an option in the main menu opens the account listing menu.
View the redesigned account listing menu in a grid icon format for an intuitive and flexible layout.
Generate Auto ID/Liability cards and deliver them to your insureds for quick servicing on the go.
Streamline account information access by selecting an account name after accessing an option in the main menu opens the account listing menu.
2018.1.1
2017年12月08日
Selecting the phone number for a contact now calls the contact
Selecting the address for a contact now navigates to the address appropriately
Selecting the address for a contact now navigates to the address appropriately
2018.1.0
2017年12月04日
Capture Prospective Policy details for Business Owners or Commercial Package policies (with General Liability, Property, and/or Business Auto) in app to create a policy in Applied Epic.
Add an attachment while adding an activity by tapping the camera icon beside the Activity Note field to take a new picture or choose one from your gallery.
To improve the ease of locating accounts, the name of the account displays for each item in addition to the account code.
Add an attachment while adding an activity by tapping the camera icon beside the Activity Note field to take a new picture or choose one from your gallery.
To improve the ease of locating accounts, the name of the account displays for each item in addition to the account code.
2017.3.1
2017年09月18日
Applied Mobile now supports iOS 11
Applied Mobile FAQ
點擊此處瞭解如何在受限國家或地區下載Applied Mobile。
以下為Applied Mobile的最低配置要求。
iPhone
Requires iOS 9.0 or later.
iPad
Requires iPadOS 9.0 or later.
iPod touch
Requires iOS 9.0 or later.
Applied Mobile支持English, French, Polish, Spanish
