The Signature B&B Companies Selects Applied CSR24

Share Article

Applied Systems online self-service software to increase premium certificate processing efficiency and expand client visibility into insurance information.

News Image

Applied Systems today announced that The Signature B&B Companies has selected Applied CSR24 to support advanced premium certificate processing and provide online client self-service. Through seamless integration with Applied Epic, Applied CSR24 will enable The Signature B&B Companies to increase staff productivity and reduce cost through streamlined premium certificate processing, management and distribution, enabling the company to service customers faster and spend more time securing new business.

“Client service is the cornerstone of our business and in order to ensure we meet the needs of our clients in a more timely fashion, we recognized an opportunity to better streamline our certificate processing and offer client self-service,” said Elizabeth Erdtmann, director of Commercial Lines, The Signature B&B Companies. “Supporting business across multiple states with highly customized client portfolios, Applied CSR24 will enable our company to simplify, template, and batch manage our certificate processing, reducing time spent on this task from hours to minutes. Additionally, we have the capability to provide 24/7 online self-service, allowing clients to access their insurance information and process certificate renewals online, further increasing staff productivity and overall customer satisfaction.”

Applied CSR24, the leading online client self-service software, enables agencies and brokerages to meet today’s insurance consumer demand for anywhere, anytime access to information by providing 24/7 access to insurance policy information, claims filing and processing, and insurance documents through a custom-branded client portal available on a computer, tablet or smartphone. Applied CSR24 seamlessly integrates with agency and brokerage management systems, reducing manual administrative tasks and allowing agents and brokers to devote more time to serving customers and securing new business. Applied CSR24 streamlines premium certificate processing, management and distribution, enabling staff to reduce time spent through batch processing and client specific certificate template management functionality. By providing greater flexibility and servicing options, agencies and brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

“As customer demand for anywhere, anytime access to information continues to grow and the complexity and customization of insurance policies increases, leading independent insurance agents require software that delivers multichannel servicing and streamlines business operations,” said Michael Howe, senior vice president of Product Management, Applied Systems. “With Applied software, The Signature B&B Companies will be able to extend client service touch points and automate administrative tasks associated with premium certificate processing, increasing overall staff productivity and providing more time to focus on selling the business of insurance.”

About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems. Automating the insurance lifecycle for more than 12,000 agencies and brokerages and 450 insurers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

Share article on socal media or email:

View article via:

Pdf Print

Contact Author

Courtney Rains
Applied Systems
+1 (404) 807-0846
Email >