# Applied CSR24 Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Applied CSR24 the right Insurance solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice.

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

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Applied CSR24

4.6 (12)

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Last updated March 13th, 2026

# Reviews of Applied CSR24

Ease of use

4.0

Customer Service

4.3

## Showing most helpful reviews

Showing 1-12 of 12 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Commercial Lines Producer/CSR  
Insurance  
Used the software for: 2+ years

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

March 26, 2018

5.0

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

AK

Angela K.  
Quality Assurance  
Insurance  
Used the software for: 2+ years

### "Enjoy using Applied CSR24"

October 31, 2019

5.0

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

LF

Laurie F.  
Commercial Lines Account Manager  
Insurance  
Used the software for: 2+ years

### "CSR24"

April 18, 2019

3.0

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

SA

Salvador A.  
account assistant  
Insurance  
Used the software for: 1-2 years

### "Applied CSR24"

May 28, 2019

5.0

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

TB

Teela B.  
Manager  
  
Used the software for: 1-2 years

### "Great service to be able to add for clients!"

December 12, 2017

5.0

Pros

I love that we have a product we can offer our clients so that they can self-service their accounts. Being able to provide a professional application is wonderful. If takes our business brand to anther level and we don't have to hire a IT person to manage it.

Cons

It is a little hard to set up initially but after that it is not too bad. Every clients has to be given access manually which is inconvenient and time consuming. Any updates you make are not same time, it take 24 hours for clients to see the updated information.

Review Source

DD

Doug D.  
IT / internet director  
  
Used the software for: 2+ years

### "Excellent Product and Company"

March 7, 2018

5.0

Pros

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

Review Source

CB

Christy B.  
Administrator of Claims & Client Services  
Insurance  
Used the software for: 2+ years

### "CSR24"

November 18, 2019

4.0

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

ME

Morgan E.  
Account Manager  
Insurance  
Used the software for: 6-12 months

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

May 14, 2019

5.0

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

JB

Jennifer B.  
Agent  
  
Used the software for: 1-2 years

### "Difficult to use"

May 14, 2018

3.0

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

RC

Rhonda C.  
Insurance agent  
Insurance  
Used the software for: Less than 6 months

### "Easy to use"

July 25, 2019

5.0

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

JC

Jessica C.  
Commercial Marketer  
Insurance  
Used the software for: Less than 6 months

### "Insurance Brokerage User"

November 6, 2019

5.0

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

RD

Riley D.  
Assistant  
Insurance  
Used the software for: 6-12 months

### "Use CSR24 to set up our customers up with our app"

December 19, 2017

5.0

Pros

It is extremely easy to use and everyone in our office can understand how to navigate the website effectively.

Review Source

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