Applied CSR24
About Applied CSR24
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Most Helpful Reviews for Applied CSR24
1 - 5 of 12 Reviews
Anonymous
11-50 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
The support staff is great. My customers use this weekly and it saves us a lot of time.
My clients can login directly and get whatever they need, like certificates. It saves CSR's a lot of time and the clients like that they have some control over when they can get these items.
PROSThis software saves us CSRs a lot of time. The client can just log in and print there own certificates.
CONSThere is really nothing i don't like about this software. My clients find it easy to use and so do I!
Angela
Insurance, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Enjoy using Applied CSR24
I sue this product daily and it has saved me a great deal of time especially with document delivery to clients.
PROSThat clients can issue and print their own Certificates when our office is closed. An awesome way to deliver policy documents to clients.
CONSI can't really think of too many negative things about this system. I would probably say having to reset client passwords takes a few steps.
Reasons for switching to Applied CSR24
More features and able to process certificates along with delivering documents.
Laurie
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed April 2019
CSR24
Not my favorite product. I'd rather use the COI associated with TAM or EPIC
PROSNot much - This definitely is not a user friendly product
CONSDefinitely not user friendly. Way to many steps in trying to set up a COI/EOP. If account managers have a hard time using it, I can't imagine a customer trying to use it
Teela
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
5
Reviewed December 2017
Great service to be able to add for clients!
I love that we have a product we can offer our clients so that they can self-service their accounts. Being able to provide a professional application is wonderful. If takes our business brand to anther level and we don't have to hire a IT person to manage it.
CONSIt is a little hard to set up initially but after that it is not too bad. Every clients has to be given access manually which is inconvenient and time consuming. Any updates you make are not same time, it take 24 hours for clients to see the updated information.
Salvador
Insurance, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2019
Applied CSR24
My overall experience is good with this system, some minor adjustments would be nice though im sure they will update it in the future.
PROSI like the ease of use to be able to send out multiple accords for my insureds and be able to get a copy to my self as well as 3 other emails. As well as the ability to see previously sent certificates that i have sent.
CONSI do sometimes have difficulties finding certain customers of ours, for some reason they name is spelled correctly in our system that is tied to CSR24 but it still wont find it.