Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Gain instant access to client and policy details whenever needed to enhance customer service and streamline business sales processes. Maintain up-to-date, synchronized, and secure client and prospect information across various systems to effectively handle sales opportunities and provide superior customer support. Applied Mobile® stands out as the pioneering mobile application for insurance agents, allowing seamless transfer of client, policy, and sales data from your agency management platform to mobile devices, ensuring you remain connected while on the move with a direct link to your office. Enjoy the convenience of carrying essential client and prospect insurance information wherever you go, enabling you to view, add, and manage sales opportunities directly from your mobile device, with data syncing instantly to Applied Epic for a cohesive experience. This innovative approach guarantees that all staff members have access to the latest information, as activities and opportunities are promptly integrated into the relevant accounts within your agency management system, thus fostering better collaboration and efficiency. By utilizing this mobile application, agents can significantly enhance their responsiveness and productivity, ultimately leading to improved client satisfaction.
Description
Benelinx is a cloud-based platform tailored for insurance brokers specializing in employee benefits, enabling them to oversee sales, client interactions, and policy management within a cohesive digital framework. Leveraging the capabilities of Salesforce, it merges customer relationship management, automated workflows, and insurance-specific data handling into one comprehensive system that facilitates the complete process of employee benefits services, from initial prospecting and quoting to policy oversight and renewal. By replacing disjointed tools and tedious manual methods, Benelinx enhances agency efficiency through integrated workflows that reduce duplicate data entry and consolidate information across various teams. The platform features a built-in quoting engine, a customizable library for market plans, and an automated document generation tool, empowering brokers to transition swiftly from quotes to proposals and finalized sales, significantly outperforming conventional manual methods. This innovative approach not only accelerates the workflow but also improves accuracy and client satisfaction throughout the entire process.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Applied Systems
Founded
1983
Country
United States
Website
www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/
Vendor Details
Company Name
Benelinx
Country
United States
Website
benelinx.com
Product Features
Mobility
App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management