Management System | Read Time: 3 minutes

An Inside Look: Applied CSR24 Favorite Features

November 21, 2019

By: Applied Communications

Woman using mobile tablet outdoorsMaking your business more mobile is no longer an option – your customers expect 24/7 access to their information. Applied CSR24®, a cloud-based client self-service software, enables your business to meet today’s insurance consumer demand for anytime, anywhere service by providing 24/7 access to policy information, claims filing and processing, premium payments, and insurance documents through an online client portal and mobile application via Applied MobileInsured™.

Businesses just like yours have already started using our client self-service software and are benefitting from its enhanced capabilities.

Based on feedback from your agency peers, here are the top 5 most valued features in Applied CSR24:

  1. Custom Branding

    Elevate your agency’s role as a trusted advisor by delivering a seamless, branded online experience while still providing the personalized expertise insurance consumers value. Applied CSR24 enables your agency to meet today’s insurance customer demand for anytime, anywhere access to information by providing a custom-branded online portal and mobile app.

    Mobile device screenshot custom branding
  2. Virtual Assistant for Claims Management

    The new virtual assistant capability within Applied MobileInsured allows your customers to submit an auto claim from the convenience of your mobile app. Through Applied’s partnership with Google and leveraging their artificial intelligence powered chatbot, you can provide an automated chatbot experience for your clients to more quickly begin a claims process.

    Mobile device screenshot virtual assistant for claims management
  3. Online Bill Pay

    Offer your customers the ability to manage their payment schedule when and how they prefer with online bill pay through Applied CSR24. Integrated with your management system, Applied CSR24 enables customers to access and manage current account balances via the online portal and mobile app.

    Tablet device screenshot online bill pay
  4. Certificates of Insurance

    Deliver better customer service by providing 24/7 automated certificate processing and management for your customers. Applied CSR24 enables customers to easily access and manage their certificates in their customer portal, delivering more flexibility for clients and time savings for agency staff.

    Tablet device screenshot certificate management
  5. Document Management

    Increase client satisfaction by providing your customers anytime, anywhere access to insurance information. Applied CSR24 automates the exchange of policy information directly from insurers to your customers, enabling your customers to view policy information and associated documents by simply logging into their account via the online portal and mobile app.

    Mobile device screenshot document management

These are just five of the many advanced capabilities in Applied CSR24. If you’re not currently using Applied CSR24, we hope this provided you with insight on what this client self-service software can do for your business. For current Applied CSR24 customers, be sure to take advantage of features you’re not currently using.

Want to learn more? Watch Becoming a Mobile-Enabled Business webinar to explore the latest features of our customer self-service software that enable you to deliver a better customer experience.


Applied Communications

For more than 35 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. Insurance agencies and brokerages have faced new challenges and demands on their businesses over time, and we have been there to guide them. Since 1983, Applied has been at the forefront of insurance technology, leading the way through innovation. As the insurance industry becomes increasingly global, we are delivering new technology and expanded multinational capabilities for this changing marketplace.