# 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 --- # 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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 Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Applied CSR24?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.appliedsystems.com/&name=Applied CSR24) ## 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. [4.4 (33)](https://www.capterra.com/p/172299/Health-Cloud/#reviews) Starting Price Contact vendor Starting Price $350 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (12) Ease Of Use 4.2 (33) Value For Money 4.0 (10) Value For Money 3.9 (29) Customer Service 4.3 (10) Customer Service 4.1 (29) ## Applied CSR24 alternatives [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting price $27.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars Highest Rated [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [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 Get Advice We can help you find the software with the features you need. 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 Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)