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

For Agents

Applied CSR24

Deliver a more connected 24/7 client experience.

Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Deliver omnichannel customer service by giving your clients online and mobile access to the policy information they need through an online customer portal or mobile app that is custom branded to your agency. Applied CSR24® is the industry's first online customer self-service software that connects your customers to information in your management system, so you can service your customers when and how they want.

Key Benefits

A woman is on the street looking at a tablet
Simple line icon of a headset with microphone

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.

A person is looking at their phone.
Simple line icon of a smartphone with several applications buttons on the homescreen

Reduce time and cost to service accounts

Eliminate manual, paper-driven processes by delivering customer documentation via your online portal in seconds.

A business woman wearing headphones is looking at her computer
Simple line icon a folder and a stack of paper with an arrow pointing from the folder to the stack of paper and an arrow point from the stack of paper to the arrow

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

  • Account team personalization

    Allows service staff photographs to be associated to insured accounts in the portal to reinforce your relationship with insureds.

  • Direct bill policy payment

    Pay direct-billed policies directly from the self-service portal.

     

  • Benefits policies

    Provide quick access to your insureds benefits information and documents via the self-service portal.

     

  • Agency and Direct Bill Pay Workflows

    Provides insureds a consolidated list of agency and direct bill policies that need to be paid to the agency or the insurer.

     

  • Certificate issuance management

    Enables agents to easily select a specific Named Insured or all Named Insureds associated with the account that can be viewed in the portal.

     

  • Applied MobileInsured bill pay

    Allows insureds to pay invoices directly from the Applied MobileInsured app.

Account team personalization

Allows service staff photographs to be associated to insured accounts in the portal to reinforce your relationship with insureds.

Direct bill policy payment

Pay direct-billed policies directly from the self-service portal.

 

Benefits policies

Provide quick access to your insureds benefits information and documents via the self-service portal.

 

Agency and Direct Bill Pay Workflows

Provides insureds a consolidated list of agency and direct bill policies that need to be paid to the agency or the insurer.

 

Certificate issuance management

Enables agents to easily select a specific Named Insured or all Named Insureds associated with the account that can be viewed in the portal.

 

Applied MobileInsured bill pay

Allows insureds to pay invoices directly from the Applied MobileInsured app.

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.

Watch Customer Story

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.