Skip to main content
TrustRadius
Applied CSR24

Applied CSR24

Overview

What is Applied CSR24?

Applied CSR24 allows customers the ability to initiate and track claims from the app, including sending image documentation of the event.

Read more
Recent Reviews

TrustRadius Insights

CSR24 is a user-friendly software that can seamlessly merge old contents and holders with newer systems, saving clients both time and …
Continue reading
TrustRadius

Leaving a review helps other professionals like you evaluate Insurance Claims Management Software

Be the first one in your network to review Applied CSR24, and make your voice heard!

Return to navigation

Pricing

View all pricing
N/A
Unavailable

What is Applied CSR24?

Applied CSR24 allows customers the ability to initiate and track claims from the app, including sending image documentation of the event.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

What is ChiroTouch?

ChiroTouch is cloud chiropractic software offering an integrated EHR software built for chiropractors, top to bottom. ChiroTouch is an integrated system for payment processing and insurance claims management.

Return to navigation

Product Details

What is Applied CSR24?

Applied CSR24 Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

CSR24 is a user-friendly software that can seamlessly merge old contents and holders with newer systems, saving clients both time and resources. The product also offers customers the ability to access their Certificates of Insurance (COIs) at any time, reducing the number of daily requests for them. This means clients no longer have to wait for customer service representatives to provide certificates manually, leading to reduced stress levels and more efficient workflows. Additionally, the software allows for easy tracking of client follow-ups after the first certificate was issued, saving even more resources.

The search bar in CSR24 helps users find what they need quickly but sometimes needs manual expansion, which can be time-consuming. However, the product eliminates the need for customers to submit documents like certificates as insureds can directly request changes or issue COIs themselves. This cuts down on workflow disruptions previously caused by simple tasks like phone calls or emailing certificates. CSR24 is also an excellent tool for issuing certificates as it automates the process entirely, saving both time and resources. Insureds can request changes, download policies, or perform crucial tasks in one place without leaving their computers or having live support. This considerably reduces the workload on employees while providing insureds ease of access and proactive customer service.

User-Friendly Interface: Several reviewers have noted that the interface of Applied CSR24 is user-friendly and easy to navigate, requiring minimal training for clients. This makes it a great tool for new users who can easily access real-time details and information on their account.

Efficient Document Management: Many users have appreciated how Applied CSR24 makes it easier for insureds to access documents without involving staff, leading to a quicker turnaround time for needed items. The ability to issue certificates for commercial customers has also become simplified compared to previous methods, making it a breeze to generate them. Insureds can print certificates themselves, saving time, and providing them with some control over their documents.

Automated Data Entry: A number of reviewers have mentioned that they find the feature of being able to pull information directly from the database helpful as it eliminates the need for manual input thus saving time and effort. The system allows clients to send requests or already created Certificates of Insurance (COIs), saving time and energy for the account manager. Additionally, generating a list of current operations and client base is simple and straightforward which provides an overview of the current status of an account.

Confusing User Interface: Users have expressed that the user interface of Applied CSR24 can be confusing and difficult to use, especially for those who have not received detailed training. Some users believe that the software is not user-friendly and can be complicated to figure out at first.

Extra Steps in Creating Evidences: There are a good amount of extra steps in creating evidences and certificates, which can be time-consuming for users.

Poor Integration with Applied Epic: The software's integration with Applied Epic is lacking and needs improvement to allow for seamless transfer of information. This has led some users to experience difficulties while transferring data between the two systems.

The most common recommendations from users are as follows:

  1. Take advantage of the training and set up courses offered by the company. Users find these resources invaluable for success with the CRM system. For example, they have emphasized that the training and set up courses provided by the company are crucial for getting the most out of this CRM.

  2. Ensure that staff members review the training materials thoroughly and are prepared to handle customer questions when utilizing their access to the CRM system. Users have highlighted the importance of being knowledgeable and responsive to customer inquiries. It is important to review the training materials and ensure that your staff is ready to assist customers with any questions they may have.

  3. Recognize that the effectiveness of the CRM system relies on the quality of information inputted into it. Users stress that accurate and comprehensive data input is essential for maximizing the benefits of the CRM. So, remember, the system's effectiveness depends on what you put into it, so make sure to input accurate and complete information.

Sorry, no reviews are available for this product yet

Return to navigation