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Press Releases

Applied Systems Expands Online Client Self-Service with Applied CSR24 2016

21 October 2015

Latest release delivers enhanced insured user interface, new agency-branded mobile app and online self-service premium payment

University Park, IL – Oct. 21, 2015 – Applied Systems today announced the immediate availability of Applied CSR24 2016, the latest release of the leading online self-service solution, to Canadian, U.K. and U.S. independent insurance agencies and brokerages. Applied CSR24 2016 delivers agency and brokerage clients a completely redesigned and modern user interface with improved navigation and a streamlined user experience, as well as introduces the option to pay premiums online via a client self-service portal, enabling agencies and brokerages to provide clients 24/7 online access to information on their policy and claims processing. In addition, Applied CSR24 2016 users will have the option of deploying an agency or brokerage-branded mobile app via Applied CSR24 MobileInsured to enable insured access to Applied CSR24’s self-service capabilities through either a native app or the web-based client portal.

Applied CSR24 enables agencies and brokerages to meet today’s insurance consumer demand for anywhere, anytime access to information by providing 24/7 access to insurance policy information, claims filing and processing, premium payments, and insurance documents through a custom-branded client portal available on a computer, tablet or smartphone. Applied CSR24 seamlessly integrates with agency and brokerage management systems, reducing manual administrative tasks and allowing agents and brokers to devote more time to serving customers and securing new business. Applied CSR24 streamlines premium certificate processing, management and distribution, enabling staff to reduce time spent through batch processing and client specific certificate template management functionality. By providing greater flexibility and servicing options, agencies and brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

Key enhancements for Applied CSR24 2016 include:

  • Enhanced client self-service portal user interface: Applied CSR24 2016 delivers a completely redesigned and modern user interface with improved navigation for a simpler, connected insured user experience. Additionally, agencies and brokerages can embed their portal login screen on their business’ homepage, improving the portal’s integration into the company’s overall web-presence and streamlining the login process for the insured.
  • New customer-service mobile app: Agencies and brokerages will be able to extend their online client self-service offering to their clients via Applied CSR24 MobileInsured, providing a native, branded mobile app for iOS® and Android™ smartphone devices for quicker, convenient client access to insurance information while on the go.
  • Premium payment: In partnership with Bluefin, the leading provider of secure payment technology, U.S. agencies can now offer policy premium payment online through their self-service portal, enabling their clients to manage their payment schedule when and how they prefer. Agencies and brokerages utilizing Applied Epic and Applied TAM also can provide greater access to policy invoices for their insured through the online application, further increasing visibility into their account management for increased client satisfaction and retention.
  • Document management: Seamlessly integrated with Applied Epic and Applied TAM, Applied CSR24 2016 custom manages client document organization as defined by each agency or brokerage. With this capability, agencies and brokerages can increase productivity through automated document delivery and improve client experience by providing a more intuitive folder structure that meets the needs of each individual client.

“Research continues to confirm that today’s insurance consumer demands online access to insurance information in addition to in-person counsel, requiring agencies and brokerages to leverage advanced software to extend their role as a trusted advisor through multiple channels,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Applied CSR24 2016 enables agencies and brokerages to further elevate their connected customer experience and improve productivity through enhanced online client self-service capabilities and tighter integration with their agency or brokerage management system.”

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About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. Automating the insurance lifecycle for more than 140,000 insurance professionals, 13,000 agencies and brokerages, and 450 carriers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

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