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What's New in Applied CSR24

Deliver a more connected 24/7 client experience

To meet changing consumer demands, your brokerage requires advanced software to provide superior multichannel service to drive growth and profitability. Applied CSR24 delivers a redesigned and modern client self-service portal with improved navigation and user experience. Applied CSR24 enables you to further elevate your client experience and improve productivity through enhanced online client self-service capabilities and tighter workflow integration.

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Chat with your insureds online

Add an additional customer communication channel with online chat, providing your insureds the ability to obtain answers from your staff in real-time on policy-related questions.

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Extend online premium payment options

In partnership with Bluefin, the leading provider of secure payment technology, offer policy premium payment online through your self-service portal, enabling your clients to manage their payment schedule when and how they prefer. When integrating with Applied Epic and Applied TAM, you can view open items by invoice and pay the full amount due with one click. Additionally, provide insureds a visual warning to easily identify items that are past due.

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Deliver on-the-go access to insurance information

Extend your online client self-service offering to your clients via Applied CSR24 MobileInsured, a native, branded mobile application for iOS and Android smartphone devices. Available at the tap of an icon, clients will have personalized, convenient access to insurance information while on the go. Brokerage staff can quickly and easily manage options within the app in the same manner as portal start page management to deliver a consistent and intuitive user experience.

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Applied CSR24 is available now in Canada, the U.S., the UK and Ireland.


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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.