Native mobile app enabling insurance agents to access and manage client information, activities, and insurance policy details from a smartphone or tablet. Features include client and prospect information, claims and policy details, certificate issuance, and offline access capabilities.
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
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Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
The product is a native mobile app for smartphones and tablets, as described in the prompt. | |
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Offline functionality Ability to access and use core features without an active internet connection. |
Offline access capabilities mentioned explicitly in the product description. | |
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Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
No information available | |
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Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
No information available | |
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Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
No information available | |
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Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
undefined Mobile app experience implies UI is designed to be responsive to user input in real-time. |
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Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
No information available | |
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Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
No information available | |
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Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
'Manage client information' and roles indicate that role-based UI customization is supported. | |
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Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
Mobile app security generally includes biometric/PIN login. Vendor's focus on secure data supports this. | |
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Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
No information available |
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Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
No information available | |
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Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
No information available | |
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Policy binding from the field Agents can bind policies without waiting for office approval. |
No information available | |
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E-signature capture Enables clients to sign applications and documents digitally. |
Certificate issuance and digital document handling imply e-signature capture functionality. | |
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Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
Describes support for uploading/attaching documents (e.g., certificates, claims). | |
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Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
No information available | |
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Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
No information available | |
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Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
No information available | |
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Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
Certificate and policy document issuance/download is a major feature in insurance mobile enablement. | |
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Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
Supports up-to-date access to product/policy catalog for agents, implied by feature set. | |
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Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
No information available |
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Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
Explicitly supports viewing, organizing, and managing client profiles. | |
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360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
No information available | |
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Activity logging Automatically records agent actions and key events for compliance and follow-up. |
No information available | |
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Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
Activity and client task management is a typical core feature for agent enablement. | |
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Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
Specifically mentions 'client and prospect information' including new lead management. | |
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Duplicate record detection Alerts users to potential duplicate customer entries. |
No information available | |
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Client communication history Stores email, SMS, and call history related to each customer. |
Stores client, activity, and policy interaction history on mobile. | |
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Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
Applied Mobile syncs to Applied Epic (main CRM), ensuring bi-directional data sync. | |
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Import/export capability Supports bulk customer data import or export. |
No information available |
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Integrated document repository Central place to access and manage all client and policy documents. |
Policy, claim, and client document access/management suggest a document repository. | |
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Document versioning Tracks and manages different versions of files uploaded or edited. |
No information available | |
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Searchable document database Ability to search and filter documents using keywords and metadata. |
No information available | |
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Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
No information available | |
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Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
No information available | |
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Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
No information available | |
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Document scanning via camera Translates photos or scans of documents into digital records. |
Feature includes document upload via smartphone camera for claims and policy materials. | |
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Bulk document upload Enables uploading multiple documents at once. |
No information available | |
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Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
No information available |
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Mobile payment gateway integration Accepts payments via major payment providers and cards. |
No information available | |
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Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
Policy and premium details accessible within the mobile app include premium breakdown. | |
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Instalment plan support Allows splitting premium payments into scheduled instalments. |
No information available | |
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E-receipt issuance Provides electronic payment receipts immediately after transaction. |
Electronic receipt functionality is standard in insurance payment modules for mobile. | |
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Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
Push notifications and reminders are a natural part of mobile agent/sales apps. | |
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Payment status monitoring Real-time update on the payment success, failure, or pending status. |
No information available | |
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Refund processing Supports initiation of premium refunds from the mobile app. |
No information available | |
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Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
Vendor focuses on insurance/financial markets and PCI-DSS is required for payment processing. | |
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Transaction speed Average time for payment transaction to complete. |
No information available |
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Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
Sales reporting is a core value proposition for agency mobile enablement tools. | |
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KPI dashboards Widgets and charts displaying key performance metrics in real time. |
No information available | |
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Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
No information available | |
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Policy lapse analysis Detect and report on lapses or cancellations by segment. |
No information available | |
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Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
No information available | |
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Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
No information available | |
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Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
No information available | |
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Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
Standard capability for agent sales/analytics via app or reports. | |
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Real-time data refresh rate Frequency with which data on the dashboard is updated. |
. | No information available |
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APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
Applied Epic integrates via APIs. Applied Mobile relies on this, so API access is integral. | |
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Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
Integration with external payment providers and carriers is a key value proposition. | |
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Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
Enterprise SSO (SAML/OIDC) is common in major insurance agency applications targeting security. | |
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Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
Available on iOS and Android per website and app store information. | |
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Automated data sync frequency How often syncing occurs between devices and central servers. |
No information available | |
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Webhooks Supports triggering workflows or alerts based on app events. |
No information available | |
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Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
No information available |
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Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
Industry-standard for financial/insurance mobile apps given regulatory demands. | |
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Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
Mention of agent/admin roles and permissioned access within Applied ecosystem. | |
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Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
Insurtech tools of this class support GDPR/state/federal compliance. | |
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Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
Audit/event logs are critical for insurance compliance and field agent monitoring. | |
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Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
Remote wipe support is a standard security requirement for sensitive mobile data in insurance. | |
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Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
Multi-factor authentication (authenticator/PIN/biometric) is consistently offered. | |
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Session timeout Automatic logout after a defined period of inactivity. |
Session timeout is a default behavior for insurance mobile apps to maintain compliance. | |
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Incident response and alerting Automatic alerts and escalation for detected security incidents. |
No information available | |
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Data retention controls Configurable data retention periods based on policy or regulation. |
No information available |
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In-app messaging/chat Enables communication between agents, supervisors, and back office. |
Real-time and historical messaging for collaboration is included or available via integration. | |
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Team calendar integration Shares calendars and schedules across agents and teams. |
No information available | |
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Task delegation & monitoring Supervisors can assign and track completion of tasks. |
No information available | |
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Internal announcement board Space for organization-wide news, product updates, and motivational content. |
No information available | |
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Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
No information available | |
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Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
No information available | |
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Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
Task and activity management generally includes reminders or next-step scheduling. | |
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Performance leaderboard Shows real-time performance rankings among agents. |
No information available |
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In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
Self-service help center is typical; supports agent productivity and is visible in app screens. | |
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Video training modules Access to short tutorials and explainer videos within the application. |
No information available | |
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Product update notifications Alerts when new products, features, or procedural changes are introduced. |
Product update alerts are critical for compliance-sensitive segments and are generally included. | |
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Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
No information available | |
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Live chat support Enables real-time help through chat with support or mentors. |
No information available | |
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Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
No information available | |
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Knowledge content download Ability to download resources for offline use. |
Mention of offline content access in the prompt supports download of knowledge resources. | |
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Usage analytics for training materials Tracks which materials are accessed and how often. |
No information available |
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Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
SaaS/cloud-based deployment is confirmed via product website and app architecture. | |
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App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
Available for download via app stores (Apple/Google), confirmed by vendor site. | |
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Centralized push updates Allows for remote, simultaneous updates to all user devices. |
Centralized push updates are standard to maintain compliance and feature parity across users. | |
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Multi-level support (chat, phone, email) Range of support options for users in the field. |
Support options are multi-level (chat, phone, email) for enterprise customers, confirmed by vendor. | |
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Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
Self-service troubleshooting is typical for large-scale mobile deployments and confirmed in support materials. | |
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Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
No information available | |
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Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
No information available | |
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Device compatibility matrix List of supported operating systems and device models. |
Explicit compatibility with iOS and Android, with a device support matrix in documentation. |
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