Applied CSR24 Reviews & Product Details

That is connceted with Applied Epic and that is taking all the information listed in epic Review collected by and hosted on G2.com.

One common dislike about Applied CSR24 is its occasionally outdated user interface, which can feel unintuitive and cumbersome to navigate, slowing down user productivity Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Some of the interface is clunky on the admin end -- I feel like things aren't necessarily where I would intuitively search for them. Review collected by and hosted on G2.com.

Ease of issuing renewal COIs in batches; appearance is clean & bright (easy to read) Review collected by and hosted on G2.com.

My only complaint using CSR24 is occasionally there is delay in processed items appearing in Agency management system. Review collected by and hosted on G2.com.

Very easy to navigate and find items quickly/easily. Review collected by and hosted on G2.com.

I don't dislike anything at all, it was a great product. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

allows clients to access docs they need immediately and efficiently Review collected by and hosted on G2.com.

a little bit of a learning curve for the client Review collected by and hosted on G2.com.

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.

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.

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.

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.