Skip to main content
Applied Net 2026 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

Course

Personal Lines

(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

Wednesday, September 30, 2026
9:30 AM - 10:30 AM East Coast USA Time
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.