--- title: Applied CSR24 Reviews meta_title: 'Applied CSR24 Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 24 reviews by the users' company size, role or industry to find out how Applied CSR24 works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 24 scale: '5' date_modified: '2026-07-07' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # 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. 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 ## 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/applied-csr24-review-4521676?section=pricing&secure%5Bexpires_at%5D=2026-07-15+03%3A23%3A03+-0500&secure%5Bsession_id%5D=71309ea9-01fb-4a32-8b9e-ebf268198bfa&secure%5Btoken%5D=a468fc20be31c725a3dddbe4762b96b54c6567ea5f6f5e30f8aba57438db14d3&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)