Applied CSR24

Applied CSR24 is the leading online insurance customer support software, offering extended service hours and web-based self-service options and premium certificate of insurance processing so your agency can retain customers and secure new business.

Customers need to interact with their insurance agencies long after the regular workday has ended. Applied CSR24 is an insurance customer service software solution that allows your insureds to handle pressing issues even after your business has closed for the day. It provides them with self-service access via the Internet or an after-hours call center, where they can review policy information, request changes and report First Notice of Loss. It keeps your agency in contact with customers before, during and after normal business hours and is an added value for service during a disaster.

Check Out the Latest Version of Applied CSR24

By extending 24/7 service to your insureds, your business can:

  • Increase sales
  • Improve client retention rates
  • Operate more efficiently



Product Benefits
Convenient Customer Self-Service Online

Your insureds can service themselves via the Internet at their convenience. Applied CSR24 Online Portal provides customers with 24/7 access to their insurance information. They can view their policy online, request changes, submit and review claims, and issue their own insurance forms, such as auto ID cards and certificates of insurance. And immediate service on demand translates into satisfied customers.

  • Customer information is regularly uploaded from a variety of agency management systems to an Internet database
  • Customer requested policy changes are sent to the agency as an email with an attached request form. This attachment can be forwarded to the carrier and/or processed internally
  • Secure login makes it easy to give clients online access to confidential messages and documentation
Around-the-Clock Call Center Availability

Applied CSR24 Call Center allows agencies to provide 24/7 telephone servicing to customers without the expense of around-the-clock staffing. Using the Applied CSR24 Online Portal, Applied CSR24 operators can answer questions, receive claims and request policy changes on behalf of customers at any time of the day or night.

  • Applied CSR24 leverages the strength of state-of-the-art call center services
  • Applied telephone service representatives access the same information and functions your customers can via the Applied CSR24 Internet Module. This allows us to help them perform a wide variety of customer service transactions on the phone with more specific requests directed back to the brokerage for assistance
  • All transactions are recorded and no transaction is complete until there is agent confirmation
  • All calls are recorded and the transaction data archived to ensure that the call can be reconstructed and the issue resolved
Premium Certificate Processing

Processing certificates of insurance can be time-consuming, which can affect the quality of customer service. Applied CSR24 enables efficient processing of certificates of insurance (COIs) requests for both insureds and agents.

  • Access to the latest ACORD forms
  • Customize certificate templates for streamlined workflows
  • Login-specific access to increase security of data and quality control
  • Increase RPE by processing more certificates in a shorter amount of time
  • Reduce costs with paperless delivery options

For more information about Applied CSR24 and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

What Our Customers Say About Applied CSR24

Applied CSR24 Resources