Rutherfoord processes 1 million transactions in Applied Systems CSR24

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Broker and policyholders value online policy access and self-service

Self-service to clients is fast becoming a hallmark of quality customer service in the industry.

Rutherfoord recently became the latest insurance broker to have its clients and staff process more than 1 million transactions through client self-service portal Applied Systems CSR24®, highlighting the growing importance of on-demand, online policy access and client self-service.

CSR24 is one of the Web-based software products provided by Artizan Internet Services, a subsidiary of insurance software company Applied Systems. The software allows policyholders to access their policies online for coverage review, change requests, and obtaining certificates of insurance and auto IDs. It also provides call center services to support claims and after-hours reporting of first notice of loss.

The million-transaction milestone underscores the commitment to client self-service throughout Rutherfoord, one in the group of companies acquired by Marsh & McLennan Agency, a subsidiary of Marsh & McLennan Companies. Headquartered in Richmond, Va., Rutherfoord is among the largest U.S. risk management and insurance brokerage firms, operating in all 50 states and more than 110 countries.

“Rutherfoord places so much value on CSR24 that we use the software for client self-service as well as all internal certificate processing, and it’s included as an option in all sales proposals,” said Donna Lane, Rutherfoord vice president and director of operations. “We also assign CSR24 champions to train clients, set up portals and maintain consistency in the self-serve process.”

"The professionals at Rutherfoord have been instrumental in helping us perfect workflows and streamline processes so that CSR24 integrates seamlessly with Rutherfoord’s agency management system and delivers maximum value to the broker and its clients,” said Robert Zaczynski, Artizan senior vice president of Implementation and Support.

Applied Systems CEO Reid French congratulated the Rutherfoord team for its longstanding commitment to customer service and operational excellence. “The ability to provide self-service to clients is fast becoming a hallmark of quality customer service in the industry,” French said. “Applied Systems’ Artizan products continue to lead the industry in enabling agents and brokers to consistently and effectively manage client and policy information to benefit clients and to minimize risk, reduce operating expenses, and drive growth and profitability.”

About Applied Systems

Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients. By automating the insurance life cycle, Applied Systems software enables millions of people around the world to safeguard and protect what matters most. To learn more, please visit

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Sheryl Feminis
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