JG

Jay G.

Vice President

Insurance

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.

JG

Jay G.

Vice President Operations

Small-Business (50 or fewer emp.)

11/21/2019

"Makes certs easy peasy"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Applied CSR24:

Utilize the services and training they offer you. They are invaluable. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SL

Shelly L.

Commercial Lines Account Manager

Small-Business (50 or fewer emp.)

5/21/2019

"Customizable & User friendly"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Mid-Market (51-1000 emp.)

10/22/2019

"Easier Certificate System"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

I dont like that it takes a while to update or link from the system. Review collected by and hosted on G2.com.

AI

Verified User in Insurance

Mid-Market (51-1000 emp.)

1/31/2019

"Great product for clients- convenient for Applied users"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

1/11/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"Applied CSR24 is an innovative tool"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

6/27/2018

"Is a great way for your insureds to access material on their own without you. It is a huge timesaver"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

12/13/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Csr24"

2/5

What do you like best about Applied CSR24?

Easy to use and great tool for new clients Review collected by and hosted on G2.com.

What do you dislike about Applied CSR24?

its fairly new to our office so a b harder to introduce to clients and convince them Review collected by and hosted on G2.com.