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Applied Systems acquires Planck to drive value in the next-generation of the digital roundtrip of insurance. Learn More


Big tech companies like Amazon have set the bar for convenience and anytime, anywhere service – and insurance is not immune. Your customers want to be able to interact with your business, access their policies, and request information whenever or wherever they want. When you give customers the convenience to self-serve, your team is freed up to focus on other revenue-generating activities. Our online and mobile customer self-service application Applied CSR24® is the first of its kind in our industry that keeps your customers and systems connected to your business. Meet the digital demands of today’s consumers to increase client satisfaction, build client loyalty and stand out among the competition.

Key Benefits

  • A blue heart icon with two hand icons below it and 5 vertical lines above it

    Keep customers happy and more coming through the door

    Give your customers choice in how they interact with your business. Through an online self-service portal and mobile app, you can provide your customers 24/7 access to insurance documents, online bill pay and claims.

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    Help employees make the most of their time

    Free up employees’ time by giving customers the freedom to self-serve. The portal then syncs customer interactions with your management system so that you always have the latest customer details.

  • A laptop icon with a dark blue screen with apps on it and a smart phone icon overlapping the top right corner of the laptop

    Make sure your brand stays front and centre

    Elevate your brand and role as a trusted advisor through a branded online customer portal and mobile app. By giving your customers a consistent, branded experience across the channels they want to engage on, you build trust and loyalty with them, resulting in higher retention.

  • A tablet icon displaying a dark blue screen with an upward trending bar graph, line graph, and pie chart

    Fine tune your customer experience

    See which portions of the self-service portal your customers are using the most. This will help you determine what further customizations you should make in your portal to provide a better customer experience.


  • Mobile App

    Extend your 24/7 customer service model beyond your online portal via our mobile app. Applied MobileInsured allows your customers to get insurance information, documents, online bill pay and messages while on the go from the convenience of their mobile device.

  • Virtual Assistant for Claims Management

    Allow customers to submit an auto claim from their mobile device for a quick, convenient claims experience. The automated chatbot in Applied MobileInsured collects details on the claim in a simple, conversational interaction. Once the policyholder has submitted the claim, you have the option to respond, keeping that personal touch in their time of need.

  • Document Management

    No two clients are alike. Alter the documents each client receives to best match their unique needs.

  • Policy Management

    Give customers the freedom to make policy changes on the go from an app that syncs to your management system.

  • Brokerage-Branded Portal and Mobile App Experience

    Customize your customer portal and mobile app to be consistent with your brand by adding images and specific colors.

  • Premium Certificate Processing

    Eliminate duplicate data entry of coverage and policyholder information through integration with your management system. You can also access the latest CSIO forms and use customized templates to process certificates and liability slips faster.

  • 24/7 Call Center

    Make sure someone is there to service customers anytime without the expense of around-the-clock staffing. Using the online portal, operators can answer questions, receive claims and request policy changes on behalf of customers at any time of the day.

  • Self-Service Portal Analytics

    Get data on which portions of the portal your policyholders are using the most so you can make these features more accessible.

  • Payment Processing

    Give your customers the option to pay their direct-billed policies in one place versus visiting multiple insurer sites for payment processing.

What's New

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    Online Portal Quick Links
  • An icon of a hand holding a smart phone displaying an electric blue screen with apps on it
    Applied MobileInsured QR Download
  • A smart phone icon displaying an electric blue screen with a contact card
    Brokerage Contacts Tile
  • A laptop icon with a dark blue screen with apps on it and a smart phone icon overlapping the top right corner of the laptop
    Mobile App Custom Links
  • A laptop icon with a dark blue screen displaying a checklist
    New, Modern Self-Service Portal Interface

Hear What Our Customers Say

It was important to Bradley’s Insurance to service customers when and how they expected. Learn how the brokerage offers a digital customer experience through an online self-service portal and mobile app.

Watch Customer Story

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.