Applied Mobile vs Retain by Total CSR

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.

Total CSR is how insurance professionals train and retain their industry knowledge and expertise. The Total CSR mobile app is designed for today’s insurance team members—whether they’re just getting started or sharpening their expertise. Complete personalized daily training, test your knowledge with quizzes, access key resources, and track your growth—all from your tablet or phone. The Total CSR app allows learners to: - Complete tailored daily training to build insurance-specific skills - Reinforce knowledge through quick quizzes and knowledge checks - Access helpful resources and reference materials anytime - View personal dashboard to see growth and achievements About Total CSR: Total CSR is the all-in-one training platform built for the insurance industry. From onboarding to advanced role-based education, it helps insurance professionals gain the skills and confidence to succeed—faster and more effectively than traditional methods.