For Brokers

Applied CSR24

Deliver a more connected 24/7 client experience.

Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Deliver omnichannel customer service by giving your clients online and mobile access to the policy information they need through an online customer portal or mobile app that is custom branded to your brokerage. Applied CSR24 is the industry's first online customer self-service software that connects your customers to information in your management system, so you can service your customers when and how they want.

Key Benefits

Improve customer retention and acquisition through self-service

Provide your customers with the freedom to interact with your business anytime, anywhere with access to insurance information, documents, online bill pay and messages at their convenience via online portal or mobile app.

Reduce time and cost to service accounts

Eliminate manual, paper-driven processes by delivering customer documentation via your online portal in seconds.

Automate premium certificate processing and management

Access the latest CSIO forms, view customized templates and utilize paperless delivery to process and print more certificates in less time.

Improve customer retention and acquisition through self-service

Provide your customers with the freedom to interact with your business anytime, anywhere with access to insurance information, documents, online bill pay and messages at their convenience via online portal or mobile app.

Reduce time and cost to service accounts

Eliminate manual, paper-driven processes by delivering customer documentation via your online portal in seconds.

Automate premium certificate processing and management

Access the latest CSIO forms, view customized templates and utilize paperless delivery to process and print more certificates in less time.

Capabilities

24/7 call center

Ensure there is always someone available to answer questions, receive claims and request policy changes on behalf of clients at any time of the day.

Document management

Customize which documents and the order by which your customers view them for a more intuitive experience.

Claims management

Empower customers with the ability to initiate and track claims from the app, including sending image documentation of the event.

Policy management

Requests to add a vehicle to a policy can be initiated directly from the app, enabling brokers to begin processing the request in real time.

Personalized customer app experience

Through Applied MobileInsured, offer unparalleled flexibility to personalize the mobile app experience for each individual customer to ensure a consistent user experience and access to information between app and portal.

Self-service portal analytics

Gain greater visibility into what portions of the self-service portal your insureds are accessing and using most so you can customize for optimized usability.

What's New

Online chat

Enable clients to communicate with you in real time to obtain answers to policy-related questions, like policy, billing or claims details.


Bill pay

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.


User interface

Expanded search capabilities further extend user experience enhancements across the online portal.


Claims history visibility

Enable clients to access information on new or old claims.


What's New

CSR24 Online Chat displayed on a tablet

Online chat

Enable clients to communicate with you in real time to obtain answers to policy-related questions, like policy, billing or claims details.

CSR24 Bill Pay displayed on a tablet

Bill pay

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.

CSR24 User Interface displayed on a tablet

User interface

Expanded search capabilities further extend user experience enhancements across the online portal.

Screenshot of Applied CSR24 Dashboard

Claims history visibility

Enable clients to access information on new or old claims.

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital brokerage.

Contact Us