Business partner of the vendor or vendor's competitor, not included in G2 scores.
What do you like best?
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?
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 the product
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 business problems are you solving with the product? What benefits have you realized?
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.