(2764) Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
Content Level: Basic
Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager
Products: Applied CSR24, Applied Epic, Applied Mobile
On the heels of the session "Powering Personal Lines: How AppliedCSR24Transforms Customer Self-Service – Part 1", learn how to configure the Applied CSR24® client portal to streamline personal lines service. This focused session covers best‑practice setup for direct bill pay, mobile access to auto ID cards, claims, and dec pages, so clients get information faster and your team gains valuable time.
