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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. Applied CSR24 enables you to further elevate your client experience and improve productivity through enhanced online client self-service capabilities and tighter workflow integration.

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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 can embed your portal login screen into your company’s website homepage, improving the portal’s integration into your overall web-presence and simplifying the login process for your clients.

Additionally, Applied CSR24 streamlines the portal registration process through tighter workflow integration with your management system, reducing staff’s time spent onboarding customers while enabling quicker consumer adoption.

Portal Home page
Sign Me Up screen
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Deliver on-the-go access to insurance information

Extend your online client self-service offering to your clients via Applied CSR24 MobileInsured, a native, branded mobile application for iOS and Android smartphone devices. Available at the tap of an icon, clients will have personalized, convenient access to insurance information while on the go. The latest release also offers additional workflows for insureds to add a driver and vehicle, as well as start a claim, all from within Applied MobileInsured. Agency staff can quickly and easily manage options within the app in the same manner as portal start page management to deliver a consistent and intuitive user experience.

Preview app by insured
Admin page – customizable by user
Admin page – Add additional tiles to MI
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Extend online premium payment options

In partnership with Bluefin, the leading provider of secure payment technology, you can 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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Take advantage of operational efficiencies

Personalized communications provide the ability to tailor renewal email communications by subject and message, enabling you to provide a better customer experience. Take advantage of expanded printing capabilities to better manage printing a high volume of certificates and ID cards through a secure, cloud-based printing solution.


Applied CSR24 is 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.