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What's New in Applied CSR24

Deliver a more connected 24/7 client experience

To meet changing consumer demands, your agency requires advanced software to provide superior multichannel service to drive growth and profitability.

Applied CSR24 delivers a redesigned and modern client self-service portal with improved navigation and user experience, as well as introduces the option for your clients to pay premiums online. Applied CSR24 enables you to further elevate your client experience and improve productivity through enhanced online client self-service capabilities and tighter workflow integration.


Enhance your clients' online self-service experience

Applied CSR24 delivers a completely redesigned client self-service portal user interface with improved navigation for a simpler, connected insured user experience. You also can now embed your portal login screen onto your company’s website homepage, improving the portal’s integration into your overall web-presence and streamlining the login process for your clients.

Policy Growth Opportunity
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Deliver on-the-go access to insurance information

You will be able to extend your online client self-service offering to your clients via Applied CSR24 MobileInsured, providing 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.

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Extend online premium payment options

In partnership with Bluefin, the leading provider of secure payment technology, you can now offer policy premium payment online through your self-service portal, enabling your clients to manage their payment schedule when and how they prefer. When integrating with Applied Epic and Applied TAM, you also can provide greater access to policy invoices through the online application, further increasing visibility into their account details.

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Create a custom experience with re-organized document management

Seamlessly integrated with Applied Epic and Applied TAM, Applied CSR24 custom manages client document organization, mirroring how the documents are organized within the client’s record in the agency management system in the portal. With this capability, you 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.


Learn more about the additional enhancements to Applied CSR24.

Available now in the U.S., Canada and UK.


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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.