What's New in the Latest Release
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 service by giving your clients the online and mobile access to their policy information while keeping your trusted advisor brand front and centre.
Provides more visibility into future and previously run scheduled reports.
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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 brokers to increase
employee productivity through more integration with the management system and increased automation in daily operations.
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.
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 employee can modify insured contact records.
Enables greater data flow between Applied CSR24 and Applied Epic
to reduce effort required when reconciling payments received.
Delivers easier access to your social media accounts to enhance social engagement.
Allows you to specify which employees are able to modify insured contact records to ensure adherence to their security standards.
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.
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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 business sites.
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.