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

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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.

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Reduce time and cost to service accounts

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

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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

  • Direct Bill Policy Payment

    Pay direct-billed policies directly from the self-service portal.


  • Benefits Policies

    Provide quick access to your insureds benefits information and documents via the self-service portal.


  • Canada Liability Cards

    Securely deliver Pink Slip liability cards through the self-service portal to an insured’s mobile device as an eDoc wallet item.

Direct Bill Policy Payment

Pay direct-billed policies directly from the self-service portal.

Benefits Policies

Provide quick access to your insureds benefits information and documents via the self-service portal.

Canada Liability Cards

Securely deliver Pink Slip liability cards through the self-service portal to an insured’s mobile device as an eDoc wallet item.

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.