--- title: "Applied Epic Service Portal Software Reviews, Demo & Pricing - 2026" description: "Review of Applied Epic Service Portal Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/applied-csr24-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / Applied Epic Service Portal Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/applied-csr24-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/applied-csr24-profile/alternatives/) # Applied Epic Service Portal Review Custom quote 1 plan Wondering if Applied Epic Service Portal is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Applied Epic Service Portal 4.6 [(12)](https://www.softwareadvice.com/insurance/applied-csr24-profile/reviews/) Pricing Pricing available upon request ### About Applied Epic Service Portal Applied Epic Service Portal (formerly CSR24) is part of Applied Epic®. Clients want answers at nine at night, and your team is already buried by nine in the morning. Certificates, policy questions and document requests arrive faster than anyone can work them, and each one waits until someone is at a desk. Keep your agency open for service when your office isn't. Clients pull documents, make payments, and request certificates themselves on the web or your branded app. Your team spends its hours on the accounts that need them. Key features: • Branded portal and app: Your colors and logo carry through the web portal, an iOS and Android app, and issued certificates. • Search across the account: Global search spans clients, documents, policies and history at once, which makes it easy to instantly find what you're looking for. • Partial and direct bill payments: Clients pay part of a balance or follow a direct-bill link to the carrier, with Applied Epic handling the transaction either way. • Certificate management: Certificates generate on the latest ACORD forms or on your agency's own templates. Do you work for Applied Epic Service Portal? [Manage this product listing](https://www.g2.com/products/epic-service-portal/claim_requests/new?auto=true) Wondering if Applied Epic Service Portal is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## Applied Epic Service Portal User Interface ## Popular Applied Epic Service Portal Alternatives Main Product Applied Epic Service Portal 4.6 [(12)](https://www.softwareadvice.com/insurance/applied-csr24-profile/reviews/) Ratings Breakdown - 4.0Ease of use - 4.0Value for money - 4.30Customer support - 4.33Functionality Pricing Available upon request Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1009)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.17Value for money - 3.97Customer support - 4.29Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.6 [(912)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.70Value for money - 4.80Customer support - 4.59Functionality Pricing Starting at $14.99 per month Get Price Alternative Product [Salesforce Health Cloud](https://www.softwareadvice.com/remote-patient-monitoring/salesforce-health-cloud-profile/) 4.4 [(71)](https://www.softwareadvice.com/remote-patient-monitoring/salesforce-health-cloud-profile/reviews/) Ratings Breakdown - 4.18Ease of use - 3.97Value for money - 4.09Customer support - 4.38Functionality Pricing Starting at $350.00 per month Get Price Alternative Product [Creatio AI CRM](https://www.softwareadvice.com/product/5948-creatio-ai-crm/) 4.7 [(151)](https://www.softwareadvice.com/product/5948-creatio-ai-crm/reviews/) Ratings Breakdown - 4.65Ease of use - 4.64Value for money - 4.65Customer support - 4.64Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [Sembley](https://www.softwareadvice.com/product/450093-Sembley/) 5.0 [(40)](https://www.softwareadvice.com/product/450093-Sembley/reviews/) Ratings Breakdown - 4.85Ease of use - 4.82Value for money - 4.90Customer support - 4.72Functionality Pricing Starting at $49.00 per month Get Price ## Applied Epic Service Portal Pricing and Plans Applied Epic Service Portal has one plan. Basic is custom-priced. Basic Contact Vendor for Pricing No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ### How does Applied Epic Service Portal pricing compare to alternatives? Explore how Applied Epic Service Portal's pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | Applied Epic Service Portal4.6[(12)](https://www.softwareadvice.com/insurance/applied-csr24-profile/reviews/) | Pricing available upon request | Not available | Not available | 4.0 | | [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)4.2[(1,009)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) | $69.00 /mo | Available | Available | 4.2 | | [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)4.6[(912)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) | $14.99 /user/mo | Not available | Available | 4.7 | | [Salesforce Health Cloud](https://www.softwareadvice.com/remote-patient-monitoring/salesforce-health-cloud-profile/)4.4[(71)](https://www.softwareadvice.com/remote-patient-monitoring/salesforce-health-cloud-profile/reviews/) | $350.00 /user/mo | Available | Not available | 4.0 | | [Creatio AI CRM](https://www.softwareadvice.com/product/5948-creatio-ai-crm/)4.7[(151)](https://www.softwareadvice.com/product/5948-creatio-ai-crm/reviews/) | $40.00 /user/mo | Not available | Not available | 4.6 | Applied Epic Service Portal4.6[(12)](https://www.softwareadvice.com/insurance/applied-csr24-profile/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.0 - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)4.2[(1,009)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) * * * Starting price $69.00 /mo Free trial Available Free version Available Value For Money 4.2 - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)4.6[(912)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) * * * Starting price $14.99 /user/mo Free trial Not available Free version Available Value For Money 4.7 - [Salesforce Health Cloud](https://www.softwareadvice.com/remote-patient-monitoring/salesforce-health-cloud-profile/)4.4[(71)](https://www.softwareadvice.com/remote-patient-monitoring/salesforce-health-cloud-profile/reviews/) * * * Starting price $350.00 /user/mo Free trial Available Free version Not available Value For Money 4.0 - [Creatio AI CRM](https://www.softwareadvice.com/product/5948-creatio-ai-crm/)4.7[(151)](https://www.softwareadvice.com/product/5948-creatio-ai-crm/reviews/) * * * Starting price $40.00 /user/mo Free trial Not available Free version Not available Value For Money 4.6 ## Applied Epic Service Portal 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 Epic Service Portal Claims Management Client Management Client Portal Customizable Templates Insurance Policy Management ## Applied Epic Service Portal User Reviews ## Applied Epic Service Portal customer ratings - Overall rating: 4.6/5 - Total reviews: 12 ### Rating distribution - 5 stars: 9 reviews (75%) - 4 stars: 1 reviews (8%) - 3 stars: 2 reviews (17%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4.3/5 - Functionality: 4.3/5 --- ### The support staff is great. My customers use this weekly and it saves us a lot of time. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used monthly for more than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Enjoy using Applied CSR24 - Overall rating: 5/5 - Reviewer: Angela K. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 Epic Service Portal More features and able to process certificates along with delivering documents. --- ### CSR24 - Overall rating: 3/5 - Reviewer: Laurie F. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Not my favorite product. I'd rather use the COI associated with TAM or EPIC #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 3/5 - Functionality: 2/5 #### 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 --- ### Applied CSR24 - Overall rating: 5/5 - Reviewer: Salvador A. - Verified reviewer: Yes - Industry: Insurance - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great service to be able to add for clients! - Overall rating: 5/5 - Reviewer: Teela B. - Product usage: Used daily for less than 2 years - Reviewed: December 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 2/5 - Functionality: 5/5 #### 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. --- ### Excellent Product and Company - Overall rating: 5/5 - Reviewer: Doug D. - Product usage: Used daily for more than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Applied Systems is a Customer Driven Company Our family Agency has used for 20+ years. Training and Tech Support is Awesome --- ### CSR24 - Overall rating: 4/5 - Reviewer: Christy B. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall CSR24 does the job. No complaints #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### 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 --- ### The Next Step to Enhancing Your Applied Epic User Experience - Overall rating: 5/5 - Reviewer: Morgan E. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Difficult to use - Overall rating: 3/5 - Reviewer: Jennifer B. - Product usage: Used other for less than 2 years - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 4/5 - Functionality: 3/5 #### 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. --- ### Easy to use - Overall rating: 5/5 - Reviewer: Rhonda C. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. it has been a good experience so far; We are slowly getting acclimated to the program #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 5/5 #### Pros it seems like getting certificates are a lot easier than in the actual Epic system. #### Cons Do not have any cons at this point in time. --- Showing 1 - 10 of 12 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/applied-csr24-profile/reviews/) ## Other Top Recommended Insurance Software [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (142) Recently recommended **9** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (286) Recently recommended **8** times [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (75) Recently recommended **6** times [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) **4.2** (1009) Recently recommended **0** times Stuck Between Options? 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