Applied CSR24 2026: Benefits, Features & Pricing

Name: Applied CSR24
Rating: 4.6 (12 reviews)

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Overview
Pricing and Plans
Features
User Reviews

Overview

Applied CSR24

4.6

(12)

Pricing

Pricing available upon request

About Applied CSR24

Applied CSR24 is a cloud-based self-service customer portal for insurance companies. It offers clients online and mobile access to an organization's policies' information. Key features include document management, claims management, analytics and more.

Applied CSR24 allows users to view open items by invoice and provides them with a visual warning to address items that are past due. The solution also enables clients to access information on new or old claims.

Applied CSR24's policy management functionality allows users to add assets to a policy from a mobile application. Automated certificate processing and management helps users to access ACORD forms, view customizable templates and utilize paperless delivery to process and print certificates.

Services are offered on a monthly subscription basis. Support is offered via phone, email and online live chat.

Applied CSR24 Screenshots

Applied CSR24 Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Applied CSR24 Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Applied CSR24
Claims Management
Client Management
Client Portal
Customizable Templates
Insurance Policy Management

Applied CSR24 User Reviews

Overall Rating

4.6

Ratings Breakdown

75%

17%

Secondary Ratings

Ease of Use

4.0

Value for money

4.0

Customer support

4.3

Functionality

4.3

Verified

Reviewer

Insurance

11-50 employees

Used monthly for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software saves us CSRs a lot of time. The client can just log in and print there own certificates.

Cons:

There is really nothing i don't like about this software. My clients find it easy to use and so do I!

Angela K.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

That clients can issue and print their own Certificates when our office is closed. An awesome way to deliver policy documents to clients.

Cons:

I 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 F.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2019

CSR24

Not my favorite product. I'd rather use the COI associated with TAM or EPIC

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Not much - This definitely is not a user friendly product

Cons:

Definitely 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

Salvador A.

Verified reviewer

Insurance

501-1000 employees

Used daily for less than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I 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.

Cons:

I 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.

Teela B.

Used daily for less than 2 years

Review source

Reviewed December 2017

Great service to be able to add for clients!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

It 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.

Doug D.

Used daily for more than 2 years

Review source

Reviewed March 2018

Excellent Product and Company

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Applied Systems is a Customer Driven Company Our family Agency has used for 20+ years. Training and Tech Support is Awesome

Christy B.

Verified reviewer

Insurance

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed November 2019

CSR24

Overall CSR24 does the job. No complaints

Ratings Breakdown

Ease of use

Functionality

Pros:

Our company uses this mostly for the issuance of Certificates of Insurance but some of our clients use this as a self-service tool for Auto ID cards and policy changes.

Cons:

There are other programs that are a little more user friendly

Morgan E.

Verified reviewer

Insurance

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed May 2019

The Next Step to Enhancing Your Applied Epic User Experience

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is very useful in issuing batch certificates of insurance. For our larger clients, we are able to renew certificates and have them sent out to multiple destinations, whereas Epic does not have this functionality.

Cons:

Difficult to get started, though the implementation lead assigned is helpful. For a small agency like ours, where I am both a full time account manager and running CSR24, Applied Mobile, and Epic, it can take a lot of time to get the system up and running.

Jennifer B.

Used other for less than 2 years

Review source

Reviewed May 2018

Difficult to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The idea of a self service program for our clients with our agency brand is nice. I love that you can brand it with your agency logo. I also like that it is integrated into Allied Epic and there isn't a different way you have to login.

Cons:

The app is difficult to setup. Each client has to be setup individually. It is a very manual process. The customer experience hasn't been then best either. Clients still call or email for documents.

Rhonda C.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed July 2019

Easy to use