# Applied CSR24 Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Applied CSR24 Software - reviews, pricing plans, popular comparisons to other Insurance products and more.

Source: https://www.capterra.com/p/212628/Applied-CSR24

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# 

 Applied CSR24 Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Applied CSR24

## What is Applied CSR24?

Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Give clients online and mobile access to the policy information they need through an online customer portal or mobile app that is custom branded to your agency. Applied CSR24 is the industry's first online customer self-service software that connects your customers to information in your management system when and how they want.

## What is Applied CSR24 used for?

[Insurance](https://www.capterra.com/insurance-agency-software/)

Top alternative

Featured

Overall rating

Based on 12 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Applied CSR24

4.6 (12)

VS.

[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Per Feature, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (12)

Ease Of Use

4.9 (247)

Value For Money

4.0 (10)

Value For Money

4.8 (241)

Customer Service

4.3 (10)

Customer Service

4.8 (227)

## Applied CSR24 alternatives

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

[4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/)

Starting price

$27.00

Per User, Per Month

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

[View all alternatives](https://www.capterra.com/p/212628/Applied-CSR24/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Claims Management

Process of submitting and following up on claims with insurance companies

Client Management

Manage contact details and communication with clients

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Document Management

Store, manage, and track all electronic documents in a centralized location

Insurance Policy Management

Create, administer and manage insurance policies for various customers and insurance lines

Applied CSR24 7 features

Process of submitting and following up on claims with insurance companies

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Pre-designed layouts that can be customized to match preferences and requirements

Store, manage, and track all electronic documents in a centralized location

Create, administer and manage insurance policies for various customers and insurance lines

Create, manage, and track policies and procedures within an organization

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Features

4.3 (12)

4.3

Based on 12 reviews

## Pricing

Value for money

4.0 (10)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.0 (10)

4.0

Based on 10 reviews

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## Support, customer service and training options

Customer Service

4.3 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (10)

4.3

Based on 10 reviews

## User reviews

Overall rating

4.6

Based on 12 reviews

Filter by rating

5(9)

4(1)

3(2)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CB

Christy B.

Administrator of Claims & Client Services

Insurance

### "CSR24"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

November 18, 2019

Overall CSR24 does the job. No complaints

Pros

Our company uses this mostly for the issuance of Certificates of Insurance but some of our clients use this as a self-service tool for Auto ID cards and policy changes.

Cons

There are other programs that are a little more user friendly

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JC

Jessica C.

Commercial Marketer

Insurance

### "Insurance Brokerage User"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 6, 2019

Pros

We use this in my firm, and I was new to the software. It is dummy proof and easy with many functions, highly recommend.

Cons

I wish it looked a little but more modern.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AK

Angela K.

Quality Assurance

Insurance

### "Enjoy using Applied CSR24"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 31, 2019

I sue this product daily and it has saved me a great deal of time especially with document delivery to clients.

Pros

That clients can issue and print their own Certificates when our office is closed. An awesome way to deliver policy documents to clients.

Cons

I can't really think of too many negative things about this system. I would probably say having to reset client passwords takes a few steps.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RC

Rhonda C.

Insurance agent

Insurance

### "Easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

July 25, 2019

it has been a good experience so far; We are slowly getting acclimated to the program

Pros

it seems like getting certificates are a lot easier than in the actual Epic system.

Cons

Do not have any cons at this point in time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SA

Salvador A.

account assistant

Insurance

### "Applied CSR24"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 28, 2019

My overall experience is good with this system, some minor adjustments would be nice though im sure they will update it in the future.

Pros

I like the ease of use to be able to send out multiple accords for my insureds and be able to get a copy to my self as well as 3 other emails. As well as the ability to see previously sent certificates that i have sent.

Cons

I do sometimes have difficulties finding certain customers of ours, for some reason they name is spelled correctly in our system that is tied to CSR24 but it still wont find it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ME

Morgan E.

Account Manager

Insurance

### "The Next Step to Enhancing Your Applied Epic User Experience"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

May 14, 2019

Pros

The software is very useful in issuing batch certificates of insurance. For our larger clients, we are able to renew certificates and have them sent out to multiple destinations, whereas Epic does not have this functionality.

Cons

Difficult to get started, though the implementation lead assigned is helpful. For a small agency like ours, where I am both a full time account manager and running CSR24, Applied Mobile, and Epic, it can take a lot of time to get the system up and running.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LF

Laurie F.

Commercial Lines Account Manager

Insurance

### "CSR24"

3.0

Overall Rating

3.0

3.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

3.0

3.0

Likelihood to Recommend

2/10

April 18, 2019

Not my favorite product. I'd rather use the COI associated with TAM or EPIC

Pros

Not much - This definitely is not a user friendly product

Cons

Definitely not user friendly. Way to many steps in trying to set up a COI/EOP. If account managers have a hard time using it, I can't imagine a customer trying to use it

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JB

Jennifer B.

Agent

### "Difficult to use"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

May 14, 2018

Pros

The idea of a self service program for our clients with our agency brand is nice. I love that you can brand it with your agency logo. I also like that it is integrated into Allied Epic and there isn't a different way you have to login.

Cons

The app is difficult to setup. Each client has to be setup individually. It is a very manual process. The customer experience hasn't been then best either. Clients still call or email for documents.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Commercial Lines Producer/CSR

Insurance

### "The support staff is great. My customers use this weekly and it saves us a lot of time. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 26, 2018

My clients can login directly and get whatever they need, like certificates. It saves CSR's a lot of time and the clients like that they have some control over when they can get these items.

Pros

This software saves us CSRs a lot of time. The client can just log in and print there own certificates.

Cons

There is really nothing i don't like about this software. My clients find it easy to use and so do I!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DD

Doug D.

IT / internet director

### "Excellent Product and Company"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

March 7, 2018

Pros

Applied Systems is a Customer Driven Company Our family Agency has used for 20+ years. Training and Tech Support is Awesome

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/212628/Applied-CSR24/reviews/)

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