Applied CSR24

4.6 (12)
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Cloud-based customer self-service portal

About Applied CSR24

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

Key features of Applied CSR24 include online portal quick links, QR download, agency contacts, and mobile app custom links. The solution enables customers to submit auto claims from their mobile devices, allowing enterprises to collect details related to claims using the automated chatbot. It lets policyholders change policies based on individual requirements, which syncs automatically to the management system.

Applied CSR24 allows businesses to customize the portal and mobile app using company colors and images to establish brand identity with clients. The platform also enables customers to make payments for their direct-billed policies through various payment gateways supported by the system.


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Applied CSR24 Software - Applied CSR24 dashboard
Applied CSR24 Software - Applied CSR24 client communication
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Applied CSR24 video
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Applied CSR24 Software - Applied CSR24 dashboard
Applied CSR24 Software - Applied CSR24 client communication

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Reviews

Overall rating

4.6 /5
(12)
Value for Money
4/5
Features
4.3/5
Ease of Use
4/5
Customer Support
4.3/5

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Showing 5 reviews of 12
Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The support staff is great. My customers use this weekly and it saves us a lot of time.

Reviewed on 2018/03/26

My clients can login directly and get whatever they need, like certificates. It saves CSR's a lot...

My clients can login directly and get whatever they need, like certificates. It saves CSR's a lot of time and the clients like that they have some control over when they can get these items.

Pros

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

Cons

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

Angela
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Enjoy using Applied CSR24

Reviewed on 2019/10/31

I sue this product daily and it has saved me a great deal of time especially with document delivery...

I sue this product daily and it has saved me a great deal of time especially with document delivery to clients.

Pros

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

Cons

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.

Laurie
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

CSR24

Reviewed on 2019/04/18

Not my favorite product. I'd rather use the COI associated with TAM or EPIC

Not my favorite product. I'd rather use the COI associated with TAM or EPIC

Pros

Not much - This definitely is not a user friendly product

Cons

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

Salvador
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Applied CSR24

Reviewed on 2019/05/28

My overall experience is good with this system, some minor adjustments would be nice though im sure...

My overall experience is good with this system, some minor adjustments would be nice though im sure they will update it in the future.

Pros

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.

Cons

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.

Teela
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great service to be able to add for clients!

Reviewed on 2017/12/12

Pros

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.

Cons

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.

Showing 5 reviews of 12 Read all reviews

Applied CSR24 FAQs

Below are some frequently asked questions for Applied CSR24.

Applied CSR24 offers the following pricing plans:

  • Free Trial: Not Available

Applied CSR24 has the following typical customers:

Self Employed, 2–10, 11–50

Applied CSR24 supports the following languages:

English

Applied CSR24 supports the following devices:

We do not have any information about what integrations Applied CSR24 has

We do not have any information about what support options Applied CSR24 has

Related categories

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