1. [Home](https://www.g2.com/) 2. ... 3. [Other Insurance Software](https://www.g2.com/categories/other-insurance) 4. [Epic Service Portal Discussions](https://www.g2.com/products/epic-service-portal/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44d2c6c042716493a9a181b4c49c92c6/epic-service-portal.png "Product Avatar Image") ](/products/epic-service-portal/reviews) [ Epic Service Portal ](/products/epic-service-portal/reviews) (25)4.3/5 Epic Service Portal (formerly CSR24) is part of Applied Epic®. Clients want answers at nine at night, and your team is already buried by nine in the morning. Certificates, policy questions and document requests arrive faster than anyone can work them, and each one waits until someone is at a desk. Keep your agency open for service when your office isn't. Clients pull documents, make payments, and request certificates themselves on the web or your branded app. Your team spends its hours on the accounts that need them. Key features: • Branded portal and app: Your colors and logo carry through the web portal, an iOS and Android app, and issued certificates. • Search across the account: Global search spans clients, documents, policies and history at once, which makes it easy to instantly find what you're looking for. • Partial and direct bill payments: Clients pay part of a balance or follow a direct-bill link to the carrier, with Applied Epic handling the transaction either way. • Certificate management: Certificates generate on the latest ACORD forms or on your agency's own templates. Show More * * * ### 50.0 Nps Score Already have Epic Service Portal? ### All Epic Service Portal Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Applied CSR24 used for? ](/discussions/what-is-applied-csr24-used-for) What is Applied CSR24 used for? 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