Applied CSR24 Software

4.50 / 5 (8)

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.



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Supported Operating System(s):

Web browser (OS agnostic)

8 Reviews of Applied CSR24

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(6)

4 stars

(0)

3 stars

(2)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-8 of 8 reviews

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December 2017

Teela from Allen Insurance Group

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

2.0

Functionality

5.0

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.

May 2019

Salvador from The Buckner Company

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

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.

March 2018

Doug from Courtesy Auto Group

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

May 2019

Morgan from Capstone Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2019

The Next Step to Enhancing Your Applied Epic User Experience

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.

April 2019

Laurie from Molyneaux Insurance

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

3.0

Functionality

2.0

April 2019

CSR24

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

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

March 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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!

May 2018

Jennifer from Allen Insurance Group

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

4.0

Functionality

3.0

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.

December 2017

Riley from Allen Insurance Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.