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Insurance Agency Software

Applied CSR24

Customer self-service portal and mobile app for insurance agencies, linked to their management system

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TrustList summary

Applied CSR24 is an online self-service product for insurance agencies. It lets their clients see policy information through a customer portal or mobile app carrying the agency's own branding.

What Applied CSR24 does

  • Customer portal: online access to the policy details a client needs.
  • Mobile app: the same access from a phone, at any time and place.
  • Agency branding: the portal and app can be customised to the agency.
  • System connection: the information shown comes from the agency's management system.

Customers and markets

Insurance agencies that want to give clients access to their own account information, aiming to raise satisfaction and loyalty.

Key facts

  • Channels: web portal and mobile app

Summary written by TrustList from the business's own published information, Oct 2026.

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