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Applied CSR24 Reviews & Product Details

Applied CSR24 Product Details

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 service your customers when and how they want.

Seller

Applied Systems

Discussions

Applied CSR24 Community

Product Description

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 service your customers when and how they want.

Overview by

Courtney Rains

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KT

Kathy T.

Commercial Account Manager

Small-Business (50 or fewer emp.)

2/18/2025

"Old Engine- Limited Communication"

1.5/5

What do you like best about Applied CSR24?

CSR24 Has speedy Distribution when domains are know, CSR24 is 22% ineffective in distributing certificates to domains or public entities, or external shielding. I have to print blocked certificates to the desktop and attach individually to my Outlook email. Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

Need more field space to write. Need more field space to write distribution cover notes. Review collected by and hosted on G2.com.

What problems is Applied CSR24 solving and how is that benefiting you?

I was told by the Help Desk that the next upgrade will take steps to prevent the 20+ year old "write back" error. Or, find a way to allow the user some evidence that there was an interruption or that the table index did not update. Additionally, a stroke counter would be a great feature to add. It used to exist in TAM in a report version. From and E&O perspective, a true audit trail similar to AM360. It records every keystroke, backspace, et. Review collected by and hosted on G2.com.

IS

Ivo S.

Producer Account manager

Small-Business (50 or fewer emp.)

8/28/2024

"Making easier for us to issue an Certificate of Insurance"

5/5

What do you like best about Applied CSR24?

That is connceted with Applied Epic and that is taking all the information listed in epic Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

One common dislike about Applied CSR24 is its occasionally outdated user interface, which can feel unintuitive and cumbersome to navigate, slowing down user productivity Review collected by and hosted on G2.com.

DL

Danielle L.

Market Specialist

Small-Business (50 or fewer emp.)

8/1/2024

"Useful System for certificate and document handling"

4.5/5

What do you like best about Applied CSR24?

I love the certificate issuance portion, but also the potential integrations into client portals and mobile apps. It's a way to make insurance more accessible to our clients, and in a way that they *want* to receive the information. Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

Some of the interface is clunky on the admin end -- I feel like things aren't necessarily where I would intuitively search for them. Review collected by and hosted on G2.com.

SL

Shelly L.

Mid-Market (51-1000 emp.)

5/22/2023

"Superior COI management"

5/5

What do you like best about Applied CSR24?

Ease of issuing renewal COIs in batches; appearance is clean & bright (easy to read) Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

My only complaint using CSR24 is occasionally there is delay in processed items appearing in Agency management system. Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

5/12/2022

"Easy to navigate."

5/5

What do you like best about Applied CSR24?

Very easy to navigate and find items quickly/easily. Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

I don't dislike anything at all, it was a great product. Review collected by and hosted on G2.com.

ET

Erin T.

Vice President Account Executive

Small-Business (50 or fewer emp.)

12/10/2021

"East access for clients to obtain documents needed immediately"

5/5

What do you like best about Applied CSR24?

The best part of utilizing Applied CSR24 is the ability for our insureds to access documents without involving our staff. Being able to pull their records, provides them with a quicker turnaround on things that they may be needed immediately. Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

As with all things, programs always need to make adjustments on recommendation of the agents using it day in and day out. Applied is amazing with implementing any new ideas and suggestions to make improvments regularly. Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Mid-Market (51-1000 emp.)

6/17/2021

"Good collaborative software for remote teams"

4/5

What do you like best about Applied CSR24?

This software makes it easy to tell if my remote coworker and I were working on the same client certificate so I can quickly tell before I accidentally send out a duplicate. Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

It is easy for templates to get lost due to inaccurate dates entered by other users so sometimes to find what you need you may need to do an extra step by clicking “all” on status/type Review collected by and hosted on G2.com.

What problems is Applied CSR24 solving and how is that benefiting you?

The benefits are that I can see if a customer followed up on a request after the first certificate was issued in CSR, so I know there was a time lapse and another is not needed. Sometimes the search bar has to be manually expanded for every time I go to issue anything instead of just sticking for an entire day Review collected by and hosted on G2.com.

JG

Jay G.

Agency Manager

Small-Business (50 or fewer emp.)

12/15/2020

"Applied CSR24 Review"

4/5

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

7/30/2020

"Super easy to provide access to clients to get important docs and info themselves quick"

4/5

What do you like best about Applied CSR24?

allows clients to access docs they need immediately and efficiently Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

a little bit of a learning curve for the client Review collected by and hosted on G2.com.

Recommendations to others considering Applied CSR24:

Really go through the training and set up courses. That is the key to success with this CRM. The system is only as good as the info put in. Review collected by and hosted on G2.com.

What problems is Applied CSR24 solving and how is that benefiting you?

more time for CSR to call and proactively service customers because they don't need to submit certs or other docs to the insured. The insured gas access to it via the web app and our csrs can focus on solving other problems Review collected by and hosted on G2.com.

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

11/19/2019

"Utilizing Applied CSR24"

4/5

What do you like best about Applied CSR24?

Applied CSR24 provides our clients with access to there information without our staff having to be involved. The common use if them to get certificates that they need to give to their clients. The clients really like this feature and seem to utilize it frequently. Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

We are still getting questions on how to utilize this effectively and not finding the answer on issues trying to use this with our Farm clients. The support for Farm seems to be lacking and something we are being told that is being resolved by the technicians at Applied Systems. Review collected by and hosted on G2.com.

Recommendations to others considering Applied CSR24:

I would really prepare yourself by reviewing the training and making sure that your staff is ready to handle the customer questions shen they try to utilize their access. Review collected by and hosted on G2.com.

What problems is Applied CSR24 solving and how is that benefiting you?

We are solving the issue of having to produce certificates for our clients when they can easily now do them on their own with no required help from our staff. Our staff are spending less time providing this service that is now automated and hands-off. Review collected by and hosted on G2.com.