Applied CSR24
2 Minute Read
Exceed Client Expectations with CSR24
Date Published:
![](/globalassets/all-images/blogs/author-headshots/becky-little-1000x1000.png)
By: Becky Little
Applied CSR24
2 Minute Read
Exceed Client Expectations with CSR24
Date Published:
![](/globalassets/all-images/blogs/author-headshots/becky-little-1000x1000.png)
By: Becky Little
Recent studies from sources like Statista show that 88% of consumers expect an organization to have a self-service portal, including 41% that say they’ll switch to another provider if they lack digital capabilities. That’s a substantial churn rate. Clients want self-service options and may go elsewhere if they can’t get them at your organization. That’s where Applied CSR24®, an online and mobile insurance customer self-service technology solution, comes into play.
In the recent workshop, Exceeding Expectations with CSR24, Maggie Essex, a solutions specialist on Applied’s Customer Success Team, reviewed how Applied CSR24 can increase your organization’s productivity and customer satisfaction, giving you an edge in a competitive market.
You hear it often, but what does exceeding expectations mean? For customers, it means receiving exemplary service through innovative solutions. But does your organization fit the bill? In the on-demand workshop, Essex shares the following statistics:
These metrics show that there is room for change even if you’ve already launched a portal.
Applied CSR24 gives clients round-the-clock access to a portal branded with your logo and custom options to suit how you do business. Your agency remains in control by alerting staff when clients complete an action within their accounts. Clients can view their accounts anytime using a computer browser or mobile device.
In the workshop, Essex reviews all the product options you control that provide your clients with a branded experience, including:
Remember, customers want self-service options they can access on their schedule. Applied CSR24 doesn’t remove your interactions with clients; it enhances them.
In seconds, your customer service team can manage client requests, including:
Policyholder information populates automatically, meaning no more double entries. Everything in Applied CSR24 is trackable and auditable, making record-keeping easy. You’re always in control of the access you grant your clients, so if you’re not ready to offer a feature, you can keep it deactivated so your clients won’t see the option.
Self-service doesn’t mean you lose control over your accounts. Automated alerts make it simple for your service team to track client actions and follow up when needed. Applied CSR24 frees your staff to focus on other agency incentives, like advising and account rounding.
Whether you’re new to Applied CSR24 or a seasoned pro, the Exceeding Expectations with CSR24 on-demand workshop gives you strategies to increase productivity and help your agency stand out.
Senior Content Writer, Applied
Becky specializes in Property & Casualty Insurance for Applied Marketing Automation.