Applied CSR24

Applied CSR24

September 2024

Streamlined Certificate Holder Management

We know managing updates to certificate holder lists during renewals is time-consuming and manual. With a seamless, connected workflow between Applied CSR24 and Indio, you can:

• Make it easier for your insureds to provide updated certificate holder information via an Indio schedule during renewals based on the current list managed in Applied CSR24.

• Reduce time and costs spent generating unnecessary insurance certificates due to outdated certificate holder lists.

• Limit Errors and Omissions (E&O) risk by easily collecting and reviewing certification holder details through Indio, then automatically updating data back in Applied CSR24 to keep lists accurate and up to date.

Applied CSR24

September 2023

Search Holders by Email Address

Find certificate holder information quickly with the new Email Address search field available in the Holders area.

Applied CSR24

January 2023

Auto-Apply Credits to Debits

Save accounting staff time and reduce manual errors by automatically applying credits from payments received through the Self-Service Portal or MobileInsured app to debits in Applied Epic when an insured makes a full payment.

Applied CSR24

January 2023

Guided Certificates

Provide a user-friendly alternative for insureds who need a simple certificate through an intuitive workflow that describes each step and option in common language through a modern digital experience.

Applied CSR24

November 2022

New MobileInsured Documents

Eliminate the need for document deep linking with the ability to surface unread documents on the home screen and make it easier for your insured to access needed information with simplified navigation across all documents.