Applied Mobile vs Agencyzoom

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.

Managing an insurance agency doesn't have to happen at the agency. Not in the office? Not a problem! With AgencyZoom you can manage leads, track sales, and organize tasks from anywhere. With AgencyZoom you can do all of the following. Manage leads: With the mobile lead manager you'll be able to update the status of your leads, take notes, send emails, capture quotes, or even sell a policy directly from your phone Track sales and daily goals: Receive real-time notifications when a policy is sold, and monitor sales performance on the go. Track what sold, who sold it, and how your producers' performances stack up. Organize daily tasks: Create and manage tasks directly from your phone. Never miss another todo! Review Customer Information : Look up customers policy information directly from your phone. Take notes, schedule meetings, and review policy details. Whether you’re trapped in transit or relaxing in the tropics, AgencyZoom is the best way to manage your insurance agency on the go.