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Expert Panel

Personal & Commercial Servicing - Mobile

(2614) Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Owner/Principal

Products: Applied CSR24, Applied Mobile

Wednesday, October 8, 2025
2:15 PM - 3:15 PM PT
In this panel, you will hear agencies’ experiences onboarding staff and policyholders to the Applied CSR24® self-service portal. Hear from your peers their different strategies for change management, setting expectations with their teams, and utilizing the self-service portal to leverage engagement with policyholders. Ensure your team and policyholders have a positive onboarding experience with successful adoption to get them comfortable and engaged with this product.