Applied CSR24
What's New in the Latest Release
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Scheduled
Report Enhancements
As the world moves to a more digital existence, your customers are demanding mobile customer service to reach you when and how they want. Meet your customers where they want to be serviced by giving your clients the online and mobile access to their policy information while keeping your trusted advisor brand front and center.
Take a Look at What’s New
Expanded
Portal Security
Bill Pay
Processing
Self-Signup
Activity
Provides more visibility into future and previously run scheduled reports.
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A Connected Customer Experience
Enhance Business Intelligence
Applied CSR24 is the industry’s first online customer self-service software that connects your customers to information in your management system, so you can meet their service needs no matter the time or place. Our latest release of Applied CSR24 further enables agents and brokers to increase staff productivity through more integration with the management system and increased automation in daily operations.
Providing a Simple Customer Experience While Optimizing Productivity
Self-Signup
Activity
Bill Pay
Processing
Expanded
Portal Security
Scheduled
Report Enhancements
Risk Data
Integration
Risk Data
Integration
Applied CSR24 enables you to enhance your customer experience through self-service capabilities and improve productivity through automated reporting, online bill pay and expanded image options.
Social Media
Badges
Social Media
Badges
Scheduled Report Enhancements
Provides a more intuitive user experience when running scheduled reports, including visibility into scheduled report run dates and expiration
view times, and expanded search options.
Allows specification of which staff can modify insured contact records.
Increase Data Security
Enables greater data flow between Applied CSR24 and Applied Epic
to reduce effort required when reconciling payments received.
Simplify Payment Workflows
Delivers easier access to your social media accounts to enhance social engagement.
Reach Customers Across More Communication Channels
Speeds certificate delivery and accuracy by pulling data directly
from the management system into the certificate description.
Elevate Certificate Management
Enables brokers to pull vehicle, location, driver and other data directly from the management system into the certificate description, accelerating delivery speed and improving data accuracy.
Risk Data Integration
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Allows you to specify which staff members are able to modify insured contact records to ensure adherence to their security standards.
Expanded Portal Security
Notifies brokers and records an activity within the customer or prospect account when an insured signs up for portal access, delivering more visibility into who has access to the portal.
Self-Signup Activity
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Adds Facebook, Twitter, LinkedIn and Instagram badges within the portal to increase social engagement and allow insureds to more easily navigate to those brokerage sites.
Social Media Badges
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Syncs payment transaction to the insured’s account within Applied Epic when payment is taken via the customer self-service portal to reduce
the effort required to reconcile payments received.
Bill Pay Processing
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