Applied CSR24

Applied CSR24 is the leading cloud-based insurance client self-service software, offering your clients 24/7 access to insurance information and your agency premium certificate of insurance processing so your business can retain clients and secure new business.

Clients need to interact with their insurance agencies long after the regular workday has ended. Applied CSR24 is an insurance client self-service software solution that allows your insureds to review policy information, request changes, make premium payments, and report First Notice of Loss and track claims processing via the Internet and mobile app. By providing greater flexibility and servicing options, your agency can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

By extending 24/7 service to your insureds, your business can:

  • Increase sales
  • Improve client retention rates
  • Operate more efficiently



Product Benefits
Convenient Client Self-Service Online

Applied CSR24 enables your agency to provide clients an online portal for anywhere, anytime access to their insurance information. They can view their policy online, request changes, submit and review claims, make premium payments, and issue their own insurance forms, such as auto ID cards and certificates of insurance. Immediate service on demand translates into satisfied clients.

  • Client information is regularly uploaded from a variety of agency management systems to an Internet database
  • When integrated with Applied Epic and Applied TAM, the portal custom organizes client documents to meet the needs of each individual client
  • Clients can manage their payment schedule when and how they prefer through your self-service portal
  • Client requested policy changes are sent to the agency as an email with an attached request form. This attachment can be forwarded to the carrier and/or processed internally
  • Secure login makes it easy to give clients online access to confidential messages and documentation
Mobile Access to Insurance Information

Applied MobileInsured enables you to extend your online client self-service offering via a native, branded mobile application for iOS and Android smartphone devices. Available at the tap of an icon, clients will have quicker, more convenient access to insurance information while on-the-go.

  • Client’s now have an additional choice in service offerings
  • Applied MobileInsured increases agency awareness by branding the app for your agency
Around-the-Clock Call Center Availability

Applied CSR24 Call Center allows agencies to provide 24/7 telephone servicing to clients without the expense of around-the-clock staffing. Using your online portal, Applied CSR24 operators can answer questions, receive claims and request policy changes on behalf of clients at any time of the day or night.

  • Applied CSR24 leverages the strength of state-of-the-art call center services
  • Applied telephone service representatives access the same information and functions your customers can via the Applied CSR24 Internet Module. This allows us to help them perform a wide variety of customer service transactions on the phone with more specific requests directed back to your agency for assistance
  • All transactions are recorded and no transaction is complete until there is agent confirmation
  • All calls are recorded and the transaction data archived to ensure that the call can be reconstructed and the issue resolved
Premium Certificate Processing

Processing certificates of insurance can be time-consuming, which can affect the quality of customer service. Applied CSR24 enables efficient processing of certificates of insurance (COIs) requests for both insureds and agents.

  • Access to the latest ACORD forms
  • Customize certificate templates for streamlined workflows
  • Login-specific access to increase security of data and quality control
  • Increase RPE by processing more certificates in a shorter amount of time
  • Reduce costs with paperless delivery options

For more information about Applied CSR24 and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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