Applied CSR24 Reviews

This software saves us CSRs a lot of time. The client can just log in and print there own certificates.

There is really nothing i don't like about this software. My clients find it easy to use and so do I!

That clients can issue and print their own Certificates when our office is closed. An awesome way to deliver policy documents to clients.

I can't really think of too many negative things about this system. I would probably say having to reset client passwords takes a few steps.

Not much - This definitely is not a user friendly product

Definitely not user friendly. Way to many steps in trying to set up a COI/EOP. If account managers have a hard time using it, I can't imagine a customer trying to use it

I like the ease of use to be able to send out multiple accords for my insureds and be able to get a copy to my self as well as 3 other emails. As well as the ability to see previously sent certificates that i have sent.

I do sometimes have difficulties finding certain customers of ours, for some reason they name is spelled correctly in our system that is tied to CSR24 but it still wont find it.

I love that we have a product we can offer our clients so that they can self-service their accounts. Being able to provide a professional application is wonderful. If takes our business brand to anther level and we don't have to hire a IT person to manage it.

It is a little hard to set up initially but after that it is not too bad. Every clients has to be given access manually which is inconvenient and time consuming. Any updates you make are not same time, it take 24 hours for clients to see the updated information.

Applied Systems is a Customer Driven Company Our family Agency has used for 20+ years. Training and Tech Support is Awesome

Our company uses this mostly for the issuance of Certificates of Insurance but some of our clients use this as a self-service tool for Auto ID cards and policy changes.

There are other programs that are a little more user friendly

The software is very useful in issuing batch certificates of insurance. For our larger clients, we are able to renew certificates and have them sent out to multiple destinations, whereas Epic does not have this functionality.

Difficult to get started, though the implementation lead assigned is helpful. For a small agency like ours, where I am both a full time account manager and running CSR24, Applied Mobile, and Epic, it can take a lot of time to get the system up and running.

The idea of a self service program for our clients with our agency brand is nice. I love that you can brand it with your agency logo. I also like that it is integrated into Allied Epic and there isn't a different way you have to login.

The app is difficult to setup. Each client has to be setup individually. It is a very manual process. The customer experience hasn't been then best either. Clients still call or email for documents.

it seems like getting certificates are a lot easier than in the actual Epic system.

Do not have any cons at this point in time.

We use this in my firm, and I was new to the software. It is dummy proof and easy with many functions, highly recommend.

I wish it looked a little but more modern.

It is extremely easy to use and everyone in our office can understand how to navigate the website effectively.