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.

Client dashboard
Client dashboard

Client dashboard

Supported Operating System(s):

Web browser (OS agnostic)



5 Reviews of Applied CSR24

Overall rating

4.5 / 5 stars

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Jennifer from Allen Insurance Group

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Difficult to use

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.

Review Source: Capterra
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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

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!

Review Source: Capterra

Doug from Courtesy Auto Group

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Excellent Product and Company

Pros

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

Review Source: Capterra

Riley from Allen Insurance Group

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Use CSR24 to set up our customers up with our app

Pros

It is extremely easy to use and everyone in our office can understand how to navigate the website effectively.

Review Source: Capterra

Teela from Allen Insurance Group

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Great service to be able to add for clients!

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.

Review Source: Capterra

Displaying 1 - 5 of 5 reviews