CSR24 Reviews & Pricing

by Applied Systems, Inc. | Founded 1983, University Park, IL

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Overview Pricing Benefits Reviews Features

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What is CSR24?

Industry Specialties: Insurance

CSR24 is a configurable, custom branded, completely mobile, cloud-based platform purpose-built to handle agents’ customer management requirements. Its self-service module aims to globally connect customers to their policy information. Omnichannel customer service helps agents reach clients across multiple devices and portals. It includes 24/7 access to insurance information, documentation, online payment methods and automated messaging services for important dates. Clients can apply for renewals, initiate and track claims, utilize the latest ACORD forms and print certificates. Provides actionable insights on frequently used extensions for future optimization.

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User Sentiment

Based on 39 reviews:

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CSR24 Pricing

Based on our most recent analysis, CSR24 pricing starts at $0.

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Starting From: $0
Pricing Model: Still gathering data
Free Trial: Still gathering data

CSR24 Benefits and Insights

Why use CSR24?

Key differentiators & advantages of CSR24

Improve Client Relations: Keep customers engaged with an online self-service portal.
Maximize Cash Flow: Allow employees to focus more on revenue-related activities with customer self-service tools and automated workflows.
Increase Brand Awareness: Make a lasting impression on potential and existing customers by putting the company’s logo front and center on the customer portal and mobile app.
Improve Customer Experience: Continuously work on the UI and UX with insights based on self-service portal analytics.
Streamline Claims Management: Create a fast and simple claims experience by allowing clients to submit claims from the mobile app via an automated chatbot.

Industry Expertise

Designed for mid to large-sized insurance agencies and brokerages.

CSR24 Reviews

Average customer reviews & user sentiment summary for CSR24:

39 reviews

89%

of users would recommend this product

Key Features

Document Visibility: Categorize documents for a streamlined viewing experience for policyholders. Edit document access to safeguard sensitive information.
Claims Access: Insureds can track and initiate claims from the same module. Directly upload image documentation for associated events.
Policy Management: Allow policyholders to request the addition or removal of vehicles to/from existing policies directly from the application. Provide unrestricted access to benefits information and documentation.
Mobile Application: Create tailored user interfaces for mobile to meet the requirements of individual policyholders. Ensure an uninterrupted transmission of information between the app and the portal. Accept direct-billed policy payments directly through the app.
Self-Service Portal Analytics: View visitor heatmaps of the self-service portal. Optimize regions with more traffic for a consistent experience.
Account Team Personalization: Attach photos of service providers to policyholder accounts for a more personal touch.
Billing Lists: Maintain a concrete list of direct billed and agency billed insurance products.
Certificate Issuance: Agents can issue certificates in bulk for all insureds associated with a policyholder account.

Limitations

At the time of this review, these are the limitations according to user feedback:

Difficult to locate specific templates.
Involves a learning curve.
Navigating the platform can be disorienting at times.

Suite Support

Visit the vendor’s community forum to ask questions, check active cases, troubleshoot and review billing information. Subject matter experts provide 24/7 technical assistance.

Email: Not specified.

Phone: Not specified.

Training: The vendor provides online product training with over 3,000 instructor-led courses via the Applied University portal. Additionally, clients can request on-site, personalized training.

Tickets: Visit the dedicated support portal to submit a ticket.