Epic Mobile Reviews & Product Details

I believe the addition of the Applied Mobile app was a necessary step in the evolution of insurance. Essenetially you have your insurance broker at your fingertips. Applied Mobile provides our producers, and customer Service Staff get updates review claims, and follow transactions in real time from their cell phones. Great addition to the Applied Insurance Package. Review collected by and hosted on G2.com.

I think overall the Applied Mobile checks all the boxes for what I was looking for. The biggest hurdle with putting this type of platform on a Mobile App is having to limit certain functions due to phone capabilities. I often find myselft using the Mobile app and then switching over to my Desktop to complete certain functions. Review collected by and hosted on G2.com.

I have to say I was impressed - this idea made smaller agencies able to complete and provide services like immediate claims reporting, which is what Progressive has been doing for a little while. These features give our contractors on-the-job access to items they would have to go to the office to handle. Certificates of insurance are at their fingertips, so if they forgot paper proof of coverage, they have it to pull up when needed. I am very excited to see how all these applied products grow over the next 5 years. Review collected by and hosted on G2.com.

It was quite a bit of red tape in the start to work on getting our mobile apps set up (that was mostly, I think, Apple's red tape), but that is the only thing that stuck with me as being a dislike. Review collected by and hosted on G2.com.

Same great Applied Insurance platform, but accessible at with you any where you go. Review collected by and hosted on G2.com.

Lacks some of the same functionality that comes in the full desktop version, but with the convenience of having this program anywhere. Review collected by and hosted on G2.com.

I like that I can access my clients anywhere I am, right on my phone or tablet. I can view basic information and send auto ID cards. Review collected by and hosted on G2.com.

You cannot do much from the app. The only thing I really use it for is to send auto ID cards if I am away from my computer. That is literaly the only thing you can do. I can see SOME attachements, not all depending on the file type, cant make changes, edit customer, attach anything, etc. You can see some basic info and thats it. Review collected by and hosted on G2.com.

Quick access to client information from anywhere with my phone. Review collected by and hosted on G2.com.

Adding information like activities can be a little clunky but it is great for viewing. Review collected by and hosted on G2.com.

I like that I can access my clients policy info at anytime. I can send proofs and look up deductibles. I can submit changes to be processed by my service staff. I can look up all my clients or prospects that I have entered that are near my current location. I am able to review my open activities that need to be taken care of. Review collected by and hosted on G2.com.

It has some glitches and shuts down at random times. Can't access if you have no phone signal or wifi. Review collected by and hosted on G2.com.

Makes it easy to access specific info for clients as well as make any changes or notes on a policy. Adding new prospects to the CRM and follow up notes are easy and intuitive. Review collected by and hosted on G2.com.

The interface is a little chunky. Takes a little bit to learn it Review collected by and hosted on G2.com.

Applied Mobile has allowed our Agent's to be out the field talking with customers and providing solutions instead of just staying at their desk. They have become less reliant on just sitting at their desk and using their desktop computer to assist clients to being more interactive with the client at the client location providing a level of service that clients appreciate. Review collected by and hosted on G2.com.

The accessibility to the Farm Applications is limited and is not as available as the commercial application. This limits are Agents from providing more services to the client at their location. Review collected by and hosted on G2.com.

I like the simplicity of Applied Mobile. it's easy to learn Review collected by and hosted on G2.com.

Inability to attach documents & texts from phone to the database Review collected by and hosted on G2.com.