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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

A significant number of manufacturers are increasingly utilizing configuration, pricing, and quotation (CPQ) systems, like the P'X Industry Solution from Perspectix, which seamlessly integrates interactive 3D technical configuration, layout planning, and visualization with cost analysis, bill of materials, and quotation generation to effectively address customer needs. This integration significantly lightens the burden on sales teams, allowing trading partners and international entities to more easily access essential product information. Additionally, design and product development teams can shift their focus toward innovation and creativity, rather than spending time on the review or design of various product options. Meanwhile, there is a rising demand for self-service options among industrial clients; approximately 70 percent prefer the convenience of resolving their needs through online platforms instead of through direct interaction. Research indicates that manufacturers and suppliers can experience sales growth of up to 30 percent when they provide these self-service capabilities, highlighting the importance of adapting to customer preferences in the digital age. This trend underscores the necessity for businesses to evolve their strategies in order to stay competitive and responsive to changing market dynamics.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

vBots Yes 

Integrations

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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

Perspectix

Founded

1996

Country

Switzerland

Website

www.perspectix.com/mm/2023_03_en_whitepaper_industry.pdf

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

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce Yes 

Visual Configuration

2D Configuration No 
3D Configuration No 
CPQ Integration No 
Custom Pricing Options No 
Documentation No 
Dynamic Environments No 
Nonvisual Support No 
Saved Versions No 
Zoom In No 

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