Applied CSR24 Tips For Users
In our digital age, people want their answers and they want them fast. Fortunately, it is becoming easier for insurance providers to immediately supply their clients with the documents and answers they need through a technology called Applied CSR24. Through CSR24, clients are able to instantaneously access their certificates and auto IDs online.
So you can make the most of the CSR24 technology, we want to offer these helpful tips.
- Mobile: Soon, the majority of web page views will come from mobile devices. With CSR24, you get a mobile-friendly interface for your clients so they can access their necessary information from their mobile devices. You can also brand your portal; the mobile icon on their smartphone or tablet can feature your logo.
- Sync: Hoffman Brown Company uses the Applied CSR24 which allows you to use the sync feature. This allows data to be exchanged between the systems in both directions, ensuring forms are filled out, requested information is pulled, and more. Sync also gives your clients a “Claims View” in which they can see their claim status and makes it possible for you to share documents and other attachments with your clients with the simple click of a checkbox.
- SSO: Through our Applied Epic, you can easily set up CSR24 with a single sign-on (SSO). This ensures that your staff does not have to launch CSR24 in a separate browser session and eliminates the need for repeated log ins. With their TAM or Epic credentials, they gain easy access to CSR24.
Hoffman Brown Company is dedicated to helping the insurance industry best serve its clients. If you want to learn more about our superior service and comprehensive, cost-effective coverage, contact our Sherman Oaks team today. We are dedicated to helping families and businesses in California get the protection they deserve.
