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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
Twilio No 
Zoom No 
vBots Yes 

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 
Twilio Yes 
Zoom Yes 
vBots No 

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 

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