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 solution 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

A woman is on the street looking at a tablet
Simple line icon of a headset with microphone

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.

A person is looking at their phone.
Simple line icon of a smartphone with several applications buttons on the homescreen

Reduce time and cost to service accounts

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

Capabilities

  • Expanded Chat Options

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

  • 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.

  • Document management

    Customise 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.

  • 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.

  • 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.

What's New

  • Bill pay

    Through partnership with Sage Pay, allow your insureds to pay online through their online portal.


  • Online chat

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


  • User interface

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


  • Invoice Visibility

    Provide improved access to policy invoices through the online application to further increase visibility into account details.


  • Claims history visibility

    Enable clients to access information on new or old claims.

Bill pay

Through partnership with Sage Pay, allow your insureds to pay online through their online portal.

Online chat

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

User interface

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

Invoice Visibility

Provide improved access to policy invoices through the online application to further increase visibility into account details.

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 broker.

Cookie Settings