Powered by CSR24
• Customer requested policy changes are sent to the agency as an email with an attached request form. This attachment can be forwarded to the carrier and/or processed internally
• Secure login makes it easy to give clients online access to confidential messages and documentation
• Applied telephone service representatives access the same information and functions your customers can via the Applied CSR24 Internet Module. This allows us to help them perform a wide variety of customer service transactions on the phone with more specific requests directed back to the brokerage for assistance
• All transactions are recorded and no transaction is complete until there is agent confirmation
• All calls are recorded and the transaction data archived to ensure that the call can be reconstructed and the issue resolved
• Customize certificate templates for streamlined workflows
• Login-specific access to increase security of data and quality control
• Increase RPE by processing more certificates in a shorter amount of time
• Reduce costs with paperless delivery options