For Agents
Applied CSR24
Deliver a more connected 24/7 client experience.
Key Benefits
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.
Reduce time and cost to service accounts
Eliminate manual, paper-driven processes by delivering customer documentation via your online portal in seconds.
Automate premium certificate processing and management
Access the latest ACORD forms, view customized templates and utilize paperless delivery to process and print more certificates in less time.
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.
Reduce time and cost to service accounts
Eliminate manual, paper-driven processes by delivering customer documentation via your online portal in seconds.
Automate premium certificate processing and management
Access the latest ACORD forms, view customized templates and utilize paperless delivery to process and print more certificates in less time.
Capabilities
24/7 call center
Ensure there is always someone available to answer questions, receive claims and request policy changes on behalf of clients at any time of the day.
Document management
Customize 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 agents to begin processing the request in real time.
Personalized customer app experience
Through Applied MobileInsured, offer unparalleled flexibility to personalize 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 customize for optimized usability.
What's New
Online chat
Enable clients to communicate with you in real time to obtain answers to policy-related questions, like policy, billing or claims details.
Bill pay
View open items by invoice and pay the full amount due with one click. Additionally, provide insureds a visual warning to easily identify items that are past due.
User interface
Expanded search capabilities further extend user experience enhancements across the online portal.
Claims history visibility
Enable clients to access information on new or old claims.
What's New
Online chat
Enable clients to communicate with you in real time to obtain answers to policy-related questions, like policy, billing or claims details.
Bill pay
View open items by invoice and pay the full amount due with one click. Additionally, provide insureds a visual warning to easily identify items that are past due.
User interface
Expanded search capabilities further extend user experience enhancements across the online portal.
Claims history visibility
Enable clients to access information on new or old claims.
Customer Success
Pritchard & Jerden
Applied CSR24
Pritchard & Jerden enhances its customer service strategy and delivers an exceptional customer experience by providing 24/7 omnichannel service to clients.
Ready to Learn More?
Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.