Name: Applied CSR24
Rating: 4 (1 reviews)
Author: Applied Systems

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Environmental Health and Safety (EHS)

Meeting Management

Procurement

VoIP

Enterprise

Accounting

Expense Management

Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Cost Management

Cloud Storage

Component Content Management

Converged Network Adapters (CNAs)

Data Center Infrastructure Management

Data Observability

Data Pipeline

Extended Detection and Response (XDR)

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Managed Print

Network Performance Monitoring

Password Management System

Release Management

Remote Support

Session Border Controllers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Creative Collaboration

Direct Mail Automation

Email Marketing

Gamification

Intent Data

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Multichannel Retail

Presales

Sales Intelligence

Sales

Certificate Lifecycle Management

Security

Architecture

Commercial Drone

Construction Accounting

Hotel Management

Loan Servicing

Oil and Gas

Public Sector Software

Telemedicine

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### Certificate Management
Users consistently praise Applied CSR24 for its streamlined certificate management capabilities, highlighting the ease of issuing and renewing Certificates of Insurance (COIs) in batches. The platform's clean and user-friendly interface makes it simple for clients to access their COIs at any time, reducing the burden on staff and allowing for more proactive customer service. Additionally, the integration with agency management systems like Tam and Epic enhances the efficiency of issuing certificates for commercial customers, saving significant time and effort. Clients appreciate the self-service aspect of the tool, enabling them to issue and print their own certificates even outside of office hours. The automatic documentation of COIs and EOPs in Applied TAM or Applied Epic is particularly valued for its compliance benefits, ensuring that all issued documents are properly recorded and tracked.

### Document Handling and Delivery
Users consistently praise the document handling and delivery functionality of Applied CSR24 based on the positive reviews provided. The ability for insureds to access documents independently and the convenience of issuing and printing certificates outside of office hours are highlighted as significant advantages. Additionally, the ease of sending multiple accords and the automatic documentation of COIs and EOPs in agency management systems are noted as valuable features that enhance efficiency and compliance. These reviews collectively indicate a strong user satisfaction with Applied CSR24's document handling and delivery capabilities.

### Client Access and Self-Service
Users generally appreciate Applied CSR24's client access and self-service capabilities, finding them efficient and convenient for accessing important documents like Certificates of Insurance. The platform's self-service tools are particularly valued for their ability to streamline processes and reduce the need for manual intervention from staff members. Clients seem to find the feature user-friendly and beneficial for managing their insurance-related tasks independently.

### Agency Management Systems
While some users appreciate the ease of issuing certificates for commercial customers and the automatic documentation of COIs and EOPs in Applied TAM or Applied Epic through CSR24, others express frustration with delays in processed items appearing in the agency management system and the lack of information available when setting up Evidence of Property Insurance. The system's functionality in managing agency operations seems to be a point of contention among users, with both positive and negative feedback highlighting the strengths and weaknesses of Applied CSR24 in this aspect.

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.

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.

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

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Applied CSR24

Overview

What is Applied CSR24?