Applied CSR24 logo

Applied CSR24

by Applied Systems · Since 1983
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ActiveAvailable globallyCloud
Quick facts
VendorApplied Systems
Year launched1983
StatusActive
Location2930 Ridge Line Road Suite 203 Lincoln, NE 68516
Countries servedGlobal
Languages9
Integrations1+
Free tierNO
Free trialNO
Contact salesYES

About Applied CSR24

Applied CSR24 is a digital customer self-service platform that enables insurance agencies to provide policyholders with secure online and mobile access to insurance documents, billing, claims, and policy information while synchronizing interactions with agency management systems.

Applied CSR24 is an online and mobile customer self-service technology designed for insurance agencies seeking to meet the digital expectations of modern policyholders. Developed by Applied Systems, the platform allows agencies to extend their customer service capabilities beyond traditional office hours by offering a secure portal and mobile application where policyholders can access policy information, documents, billing services, and claims management tools anytime. The system synchronizes customer activity directly with the agency management platform, ensuring that staff always have updated information regarding client interactions, requests, and policy modifications. By allowing customers to independently manage routine tasks such as downloading certificates, submitting claims, making payments, and requesting policy changes, Applied CSR24 reduces administrative workload for agency employees and frees them to focus on higher-value activities like advising clients and generating new business. The platform also supports branded agency portals and mobile applications, helping agencies maintain consistent customer experiences while reinforcing brand recognition. Built-in analytics tools allow agencies to track how customers use the self-service portal, enabling them to refine services and improve engagement strategies.

Pros & Cons

Pros
  • Enables customers to access insurance services anytime using online portals.
  • Improves client satisfaction through convenient self-service insurance management tools online.
  • Integrates directly with agency management systems for synchronized policy data updates.
  • Reduces administrative workload by allowing customers to perform routine service tasks.
Cons
  • Implementation may require integration with existing agency management software systems.
  • Advanced features may require additional training for staff and customer onboarding.
  • Dependence on internet connectivity for full functionality of customer self-service features.
  • Smaller agencies may find customization options limited depending on deployment configuration.

Features

Key features

Customer Self-Service Portal

Provides policyholders with secure access to insurance policies, documents, and services.

Online Billing and Payment Processing

Enables customers to pay insurance bills securely through the portal.

Claims Submission Automation

Allows policyholders to submit claims digitally using guided forms and chat assistance.

Policy Management Integration

Synchronizes policy updates and requests with the agency management system automatically.

Mobile Insurance Access

Allows customers to manage policies, claims, and payments using mobile devices.

Additional features

Customer Self-Service Portal

Enables policyholders to access documents, policies, claims, and billing information.

Claims Management

Supports claim submission, tracking, and communication through digital workflows.

Document Access

Allows secure viewing and downloading of insurance documents and certificates.

Mobile App Access

Provides mobile functionality for insurance policy management and service requests.

Policy Change Requests

Allows customers to request policy updates directly through the portal.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
9
Interface languages
10
Billing currencies

Interface languages

EnglishFrenchSpanishGermanItalianDutchPortugueseJapaneseChinese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL

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