Applied CSR24: Insurance Self-Service Customer Portal

For Brokers

Applied CSR24

Deliver a more connected 24/7 customer experience.
Provide anytime, anywhere mobile customer service to increase customer satisfaction, build customer loyalty and deliver a more competitive business proposition. Deliver omnichannel customer service by giving your customers online and mobile access to the policy information they need through an online customer portal or mobile app that is custom branded to your business. Applied CSR24® is an online customer self-service software that connects your customers to their information in your broker management system, so you can serve 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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Easily manage renewals

Provide your customers the opportunity to renew their policies and process payments on the go.

Capabilities

  • Expanded Chat Options

    Provide insureds direct access to your staff through expanded live-person chat capabilities.

  • Document management

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

  • 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.

  • 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 customise for optimised usability.

  • 24/7 call center

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

  • Claims management

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

  • Personalised customer app experience

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

What's New

  • Account team personalization

    Allows service staff photographs to be associated to insured accounts in the portal to reinforce your relationship with insureds.

  • Enhanced broker and direct bill pay workflows

    Provides insureds a consolidated list of broker and direct bill policies that need to be paid to the broker or the insurer before advancing to the Broker or Direct Bill Pay payment workflow.

  • Applied MobileInsured bill pay

    Allows insureds to pay invoices directly from the Applied MobileInsured app.

Account team personalization

Allows service staff photographs to be associated to insured accounts in the portal to reinforce your relationship with insureds.

Enhanced broker and direct bill pay workflows

Provides insureds a consolidated list of broker and direct bill policies that need to be paid to the broker or the insurer before advancing to the Broker or Direct Bill Pay payment workflow.

Applied MobileInsured bill pay

Allows insureds to pay invoices directly from the Applied MobileInsured app.

Ready to Learn More?

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

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