Applied CSR24: Self Service Customer Portal for Insurance Agencies | Applied Systems Skip to content

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Big tech companies like Amazon have set the bar for convenience and anytime, anywhere service – and insurance is no different. Your customers want to be able to interact with your business, access their policies, and request information whenever or wherever they want. When you give customers the convenience to self-serve, your team is freed up to focus on other revenue-generating activities. Our online and mobile customer self-service application Applied CSR24® is the first of its kind in our industry that keeps your customers and systems connected to your business. Meet the digital demands of today’s consumers to increase customer satisfaction, build customer loyalty and stand out among the competition.

Key Benefits

  • Keep customers happy and more coming through the door

    Give your customers choice in how they interact with your business. Through an online self-service portal and mobile app, you can provide your customers 24/7 access to insurance documents, payment options and claims.

  • Help employees make the most of their time

    Free up employees’ time by giving customers the freedom to self-serve. The portal then syncs customer interactions with your management system so that you always have the latest customer information.

  • Make sure your brand stays front and center

    Elevate your brand and role as a trusted advisor through a branded online customer portal and mobile app. By giving your customers a consistent, branded experience across the channels they want to engage on, you build trust and loyalty with them, resulting in higher retention.

  • Fine tune your customer experience

    See which portions of the self-service portal your customers are utilising the most. This insight will help you determine what further customisations you should make in your portal to provide a better customer experience.

Capabilities

  • Mobile App

    Extend your 24/7 customer service model beyond your online portal via our mobile app. Applied MobileInsured allows your customers to access policy information, documents, payment options and messages whilst on the go from the convenience of their mobile device.

  • Virtual Assistant for Claims Management

    Allow customers to submit a claim from their mobile device for a quick, convenient claims experience. The automated chatbot in Applied MobileInsured collects details on the claim in a simple, conversational interaction. Once the policyholder has submitted the claim, you have the option to respond, keeping that personal touch in their time of need.

  • Document Management

    No two customers are alike. Alter the documents each one receives to best match their unique needs.

  • Policy Management

    Give customers the freedom to make policy changes on the go from an app that syncs to your management system.

  • Broker-Branded Portal and Mobile App Experience

    Customise your customer portal and mobile app to be consistent with your brand.

  • 24/7 Call Centre

    Make sure someone is there to service customers anytime without the expense of around-the-clock staffing. Using the online portal, operators can answer questions, receive claims and request documents on behalf of customers at any time of the day.

  • Self-Service Portal Analytics

    Get data on which portions of the portal your policyholders are using the most so you can make these features more accessible.

  • Payment Processing

    Give your customers the option to pay their direct-billed policies in one place versus visiting multiple insurer sites for payment processing.

What's New

  • Online Portal Quick Links
  • Applied MobileInsured QR Download
  • Broker Contacts Tile
  • Mobile App Custom Links
  • New, Modern Self-Service Portal Interface
 

Hear What Our Customers Say

It was important to The Burley Group to service customers when and how they expected. Learn how the brokerage offers a digital customer experience through an online self-service portal and mobile app.

Watch Customer Story

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.