Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Major technology firms such as Amazon have raised expectations for convenience and the ability to access services anytime and anywhere, and the insurance sector is no exception. Customers today desire the freedom to engage with your business, manage their policies, and obtain information at their convenience, regardless of their location. By enabling self-service options for clients, your team can devote more time to essential revenue-generating tasks. Our innovative online and mobile self-service platform, Applied CSR24®, is pioneering in the insurance industry, ensuring that your customers remain connected to your business. To thrive in the digital age, it is crucial to meet the evolving expectations of consumers, as this will enhance client satisfaction, foster loyalty, and differentiate you from competitors. Recognizing that each client has distinct needs, it is important to customize the documents they receive to align with their specific requirements. This tailored approach not only improves the client experience but also reinforces your commitment to personalized service.
Description
Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration.
This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Cisco Webex
No
Facebook
No
Gmail
No
Google Analytics
No
Google Calendar
No
Google Hangouts
No
Microsoft 365
No
Microsoft Outlook
No
Postmark
No
Salesforce
No
Integrations
Cisco Webex
Yes
Facebook
Yes
Gmail
Yes
Google Analytics
Yes
Google Calendar
Yes
Google Hangouts
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
Postmark
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Applied Systems
Founded
1983
Country
United States
Website
www.appliedsystems.com
Vendor Details
Company Name
Coconut Software Corporation
Founded
2007
Country
Canada
Website
www.coconutsoftware.com
Product Features
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
Yes
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
Yes
Recurring Appointments
Yes
Room Booking Management
Yes
Customer Experience
Action Management
No
Analytics
Yes
Customer Segmentation
No
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
No
Multi-Channel Collection
Yes
Sentiment Analysis
No
Survey Management
Yes
Text Analysis
No
Trend Analysis
Yes
Visitor Management
Alerts/Notifications
Yes
Badge Management
No
Document Management
No
ID Scan
No
Pre-Registration
Yes
Registration Management
Yes
Self Check-in
Yes
Visitor Tracking
Yes
Watch List
Yes