# Applied CSR24 Reviews **Vendor:** Applied Systems **Category:** [Other Insurance Software](https://www.g2.com/categories/other-insurance) **Average Rating:** 4.3/5.0 **Total Reviews:** 24 ## About Applied CSR24 Applied CSR24 is a cloud-based customer self-service software designed for insurance agencies and brokerages to provide clients with 24/7 access to their insurance information. This platform enables policyholders to view policy details, submit claims, make payments, and access important documents through a branded online portal and mobile application. By offering these self-service capabilities, agencies can enhance client satisfaction, build loyalty, and differentiate themselves in a competitive market. Key Features and Functionality: - Mobile App Access: Clients can manage their insurance needs on the go via the Applied MobileInsured app, ensuring convenience and flexibility. - Virtual Assistant for Claims Management: An automated chatbot guides users through the claims submission process, providing a quick and conversational experience. - Document Management: Agencies can customize the documents each client receives, tailoring information to individual needs. - Policy Management: Clients have the ability to request policy changes directly through the platform, which syncs seamlessly with the agency's management system. - Branded Portal and Mobile App: Agencies can customize the portal and app to reflect their brand identity, reinforcing their role as trusted advisors. - Premium Certificate Processing: Integration with the management system eliminates duplicate data entry, streamlining the issuance of certificates. - 24/7 Call Center Support: The platform supports around-the-clock customer service without the need for continuous staffing, as operators can handle inquiries and process claims at any time. - Self-Service Portal Analytics: Agencies can monitor which features clients use most, allowing for targeted improvements to the customer experience. - Payment Processing: Clients can pay their direct-billed policies in one place, simplifying the payment process. Primary Value and Solutions Provided: Applied CSR24 addresses the modern consumer's expectation for immediate and convenient access to services. By enabling clients to self-serve their insurance needs anytime and anywhere, agencies can: - Enhance Client Satisfaction: Providing 24/7 access to policy information and services meets clients' demands for convenience, leading to higher satisfaction levels. - Increase Operational Efficiency: Automating routine tasks and reducing manual administrative work allows staff to focus on revenue-generating activities and personalized client interactions. - Strengthen Client Loyalty: Offering a consistent, branded experience across multiple channels fosters trust and loyalty, encouraging clients to remain with the agency. - Differentiate in the Market: By adopting advanced self-service technology, agencies can stand out from competitors and attract tech-savvy clients seeking modern solutions. In summary, Applied CSR24 empowers insurance agencies to meet the digital demands of today's consumers, streamline operations, and build stronger client relationships through a comprehensive self-service platform. ## Applied CSR24 Reviews ### 1. Empowers Insureds to Self-Serve Certificates and Forms **Rating:** 4.5/5.0 stars **Reviewed by:** Mechelle S. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Applied CSR24?** I love that the insured is able to do their own certificates and pull forms. **What do you dislike about Applied CSR24?** The certificate section can be difficult to navigate at times. **What problems is Applied CSR24 solving and how is that benefiting you?** It’s saving us time and the insured time by being able to allow them to pull their own forms and certify. ### 2. Major Time-Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis H. | Account Executive, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Applied CSR24?** It saves so much time for our staff. Clients can handle simple tasks themselves, like downloading certificates or checking policy details. Plus, it integrates with our agency management system (HawkSoft). **What do you dislike about Applied CSR24?** It doesn’t offer much customization, and some policy changes still require staff involvement. **What problems is Applied CSR24 solving and how is that benefiting you?** It saves us time, less stress, and helps provides better customer service to our clients. ### 3. Old Engine- Limited Communication **Rating:** 1.5/5.0 stars **Reviewed by:** Kathy T. | Commercial Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **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. **What do you dislike about Applied CSR24?** Need more field space to write. Need more field space to write distribution cover notes. **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. ### 4. Making easier for us to issue an Certificate of Insurance **Rating:** 5.0/5.0 stars **Reviewed by:** Ivo S. | Producer Account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Applied CSR24?** That is connceted with Applied Epic and that is taking all the information listed in epic **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 **What problems is Applied CSR24 solving and how is that benefiting you?** Applied CSR24 solves customer self-service issues by providing a 24/7 client portal for accessing policy information and making requests. This benefits users by reducing manual tasks, improving client satisfaction, and allowing for more efficient service delivery. ### 5. Useful System for certificate and document handling **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle L. | Market Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **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. **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. **What problems is Applied CSR24 solving and how is that benefiting you?** Certificate Issuance is the biggest one, and where we started utilizing CSR24. We are in the process of using CSR24 as the gateway to our client portal and applied mobile app, enabling us to interact with our clients the way they want. ### 6. Superior COI management **Rating:** 5.0/5.0 stars **Reviewed by:** Shelly L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Applied CSR24?** Ease of issuing renewal COIs in batches; appearance is clean & bright (easy to read) **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. **What problems is Applied CSR24 solving and how is that benefiting you?** Streamlined COI management and access for Insureds ### 7. Easy to navigate. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Applied CSR24?** Very easy to navigate and find items quickly/easily. **What do you dislike about Applied CSR24?** I don't dislike anything at all, it was a great product. **What problems is Applied CSR24 solving and how is that benefiting you?** Very easy to merge to our new system as finding old documents and holders are easily exported. ### 8. East access for clients to obtain documents needed immediately **Rating:** 5.0/5.0 stars **Reviewed by:** Erin T. | Vice President Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2021 **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. **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. **What problems is Applied CSR24 solving and how is that benefiting you?** CSR24 allows our clients to access their COIs at anytime which is something we would get multiple requests daily. ### 9. Good collaborative software for remote teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **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. **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 **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 ### 10. Applied CSR24 Review **Rating:** 4.0/5.0 stars **Reviewed by:** Jay G. | Agency Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2020 ### 11. Super easy to provide access to clients to get important docs and info themselves quick **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2020 **What do you like best about Applied CSR24?** allows clients to access docs they need immediately and efficiently **What do you dislike about Applied CSR24?** a little bit of a learning curve for the client **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. **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 ### 12. Utilizing Applied CSR24 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2019 **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. **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. **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. **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. ### 13. Makes certs easy peasy **Rating:** 5.0/5.0 stars **Reviewed by:** Jay G. | Vice President Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Applied CSR24?** Applied 24 works very well alongside both Tam and Epic agency management systems. Issuing certificates for commercial customers is a breeze compared to how it was before. **What do you dislike about Applied CSR24?** Information flow between ams and csr24 is confusing some if the time. Overall I'm pretty satisfied with where the product is. **Recommendations to others considering Applied CSR24:** Utilize the services and training they offer you. They are invaluable. **What problems is Applied CSR24 solving and how is that benefiting you?** Cutting alot of time issuing certificates for large commercial accounts. Can also allow customers access to issue certs themselves. ### 14. Customizable & User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Shelly L. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Applied CSR24?** COIs and EOPs issued in CSR24 will be documented automatically in Applied TAM or Applied Epic, this is a MUST from an E&O standpoint. For example: when you issue a COI (or a customer issues a COI) in CSR24, a copy of the document issued be automatically attached to the client file. Also, CSR24 will generate an activity in your agency management system showing date/time stamp of when COI was issued/sent as well as delivery information and contents of the document. **What do you dislike about Applied CSR24?** My only complaint about CSR24 is quality (or lack thereof) of the information pulled from agency management system when setting up an Evidence of Property Insurance (esp Acord 27). Very little information is available to pull and use has to enter manually. **What problems is Applied CSR24 solving and how is that benefiting you?** I was the administrator of this system at my prior agency. CSR24 was used as a client portal where insureds could request changes, issue COIs, and contact their service representative in one location. ### 15. Easier Certificate System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Applied CSR24?** I like that it pulls the information straight from our database that way i dont have to manually put things in unless i want to. **What do you dislike about Applied CSR24?** I dont like that it takes a while to update or link from the system. **What problems is Applied CSR24 solving and how is that benefiting you?** It's very efficient for renewals, makes it easier to renew them all at the same time. ### 16. Great product for clients- convenient for Applied users **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2019 **What do you like best about Applied CSR24?** The client interface is very easy to navigate and requires minimal training. The ease of renewing certificates is also a useful component- especially when it comes to emailing them out of CSR24. **What do you dislike about Applied CSR24?** Not enough integration with Applied Epic- would be useful to have information loaded into CSR24 to transfer back into Epic the way it does the other direction. Some other little tweaks I'd make, but overall, does a great job at file transmission to clients and giving them COI issuing capabilities. **What problems is Applied CSR24 solving and how is that benefiting you?** This solves the issue of policy transmission via email- instead of having to send encrypted emails (which everyone hates) we are able to send those documents through a secure server. It will end up saving CSRs time at renewal of certificates as well. It's given us the added benefit of saving paper also- emailing more and more certificates and mailing less. ### 17. Applied CSR24 is an innovative tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2019 **What do you like best about Applied CSR24?** I love that Applied CSR24 integrates the client right into the system. The client is able to get real time details, information, and action on their account. This tool really projects an agency into the innovative world. With everyone, especially younger people, going to their smartphones to get things done, having Applied CSR24 really integrates your agency into their lives. **What do you dislike about Applied CSR24?** As with anything new, this program will need tweaks and adjustments. But overall it is off to a fantastic start. Applied is great with implementing new ideas, suggestions, and improvements on a regular basis. **Recommendations to others considering Applied CSR24:** I would 100% recommend this product to you. Even though it is not perfect, Applied is constantly taking feedback and improving this tool. With the way people do business in the world, CSR24 is honestly a fantastic tool to take your agency to the next level. **What problems is Applied CSR24 solving and how is that benefiting you?** Using CSR24, your agency will profit by having a tool for the client to use directly. Instead of having a person take a phone call, email, or request directly from the insured. The client can go into CSR24 and request a change, download a policy, and do so many things that the live CSR would usually do. With every improvement made to CSR24, it is less that your employees will have to do in the office. ### 18. Is a great way for your insureds to access material on their own without you. It is a huge timesaver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2018 **What do you like best about Applied CSR24?** I love how the insureds can go on and print a certificate themselves. This really helps with bigger accounts that need a certificate everyday. It helps save time and the insured like it because they have some control themselves. They can also see there polices, auto ID cards, and more! **What do you dislike about Applied CSR24?** It is kind of complicated to figure out at first. It is not the easier system to use. I believe the software itself can be easier to understand and easier to use, for the insured and the agency. **Recommendations to others considering Applied CSR24:** I would recommend this product. Again, it saves so much time and the insurer really likes being able to go in when they want to look at something. **What problems is Applied CSR24 solving and how is that benefiting you?** It really saves with time, which is super important to us. We get a lot loss phone calls on easy stuff like certificates and we can spend more time on helping other customers and quoting more. ### 19. Csr24 **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Applied CSR24?** Easy to use and great tool for new clients **What do you dislike about Applied CSR24?** its fairly new to our office so a b harder to introduce to clients and convince them **What problems is Applied CSR24 solving and how is that benefiting you?** easy access to clients for their documents ### 20. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Applied CSR24?** I absolutely love CSR24. It has made life so much easier! **What do you dislike about Applied CSR24?** I dislike the delay in dropping files in Applied and them appearing in CSR24. **What problems is Applied CSR24 solving and how is that benefiting you?** The amount of phone calls we receive looking for documents has decreased drastically ### 21. Decent program for COI needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2018 **What do you like best about Applied CSR24?** I like that the customer is able to request COI's. I also enjoy the fact that previous COI's and holders are easily accessible and easily changed. It is great being able to send a certificate by fax or email right from the system. No more having to save the document and them email. You can get it done in one swoop. Pretty user friendly as well. **What do you dislike about Applied CSR24?** I dislike having to set up an evidence from the start, There are many components that have to be manually entered, which can be time consuming. **What problems is Applied CSR24 solving and how is that benefiting you?** I am solving the issue of having multiple certificate requests to complete and being able to easily complete them and send them by fax or email without having to leave my desk. ### 22. Awesome Syatem for issuing COI’s **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about Applied CSR24?** Allows clients to issue coi’s if need be. Also renewal of coi’s are a breeze. **What do you dislike about Applied CSR24?** Needs detailed training to run not easy to use without any training. **What problems is Applied CSR24 solving and how is that benefiting you?** Sends renewal coi’s out electronicslly wirh fax or email address therefore saving postage. ### 23. Great Program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2018 **What do you like best about Applied CSR24?** I like that the insured can send requests or already created COI's. Saves time and energy for the account manager, **What do you dislike about Applied CSR24?** I dislike the user friendliness. Includes a good amount of extra steps in creating evidences and certificates. **Recommendations to others considering Applied CSR24:** Work on user friendliness and elimination of steps. **What problems is Applied CSR24 solving and how is that benefiting you?** We are solving how we issue and request certificates and evidences. ### 24. Applied software **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2017 **Describe the project or task Applied CSR24 helped with:** We utilize a customer relationship manager software piece specifically made for the industry with cataloging and tracking certain files created by applied Software **What do you like best about Applied CSR24?** Easy of access to current account list and immediate notes on upcoming expiring account demographics. The ability to generate a list is simple for the most part and will allow for a bare bones look at your current operation and client base. **What do you dislike about Applied CSR24?** Somewhat outdated capabilities and does not offer much more than a customer tickler. Without the ability to have alerts and updates that might lead to new revenues this software misses the mark. It would be great if there was an inter-system notice that could be sent from one CSR to another for possible leads and cross sell opportunities **Recommendations to others considering Applied CSR24:** make sure you have additional ways to track ongoing interactions and related accounts and definitely back everything up! ## Applied CSR24 Discussions - [What is Applied CSR24 used for?](https://www.g2.com/discussions/what-is-applied-csr24-used-for) - [View Applied CSR24 pricing details and edition comparison](https://www.g2.com/products/applied-csr24/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A53%3A24+-0500&secure%5Bsession_id%5D=345d8d38-7450-48e8-9eb8-74dc7323f097&secure%5Btoken%5D=ba7a355819aeb4d089717b4b1a4bf2e58a176a8d316cb593f807c2f8b28a4d33&format=llm_user) ## Applied CSR24 Integrations - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) ## Top Applied CSR24 Alternatives - [Indio](https://www.g2.com/products/indio/reviews) - 4.6/5.0 (127 reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - 4.4/5.0 (123 reviews) - [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews) - 4.1/5.0 (18 reviews)