Commentary

Challenges, Benefits and Insight From Ontario Teachers Insurance Plan’s CSR24 Launch

Published: November 19, 2024

This Q&A with Melissa Lukas of Ontario Teachers Insurance Plan dives into why her agency chose Applied CSR24 as their customer self-service platform, the challenges they faced during implementation and the transformative benefits it has brought to their operations.

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Technology

Applied Technology News: CSR24, Epic and Marketing Automation

Published: November 12, 2021

Applied CSR24 and Applied Marketing Automation Have Joined Forces

As an insurance agent, you need a way to send timely and valuable content to customers throughout the year. You could email them, but emails tend to get looked at and then deleted ... or forgotten. But, what if you could post content to your customer portal? The ability to do this would give your customers the ability to access important information and materials at any time, while also giving you an additional means of communicating with them. Wish granted.

The fall product release integrates Applied Marketing Automation with Applied CSR24, which allows you to provide a library of content resources to policyholders directly within your CSR24 self-service portal. The portal serves as a reliable, secure location for them to access educational materials, risk management articles and information on employee benefits.

Applied Epic Has Moved to the Browser

In September, Applied rallied to deliver open innovation in all that we do — and we’re not just talking. We’re working hard to deliver practical, innovative solutions that give you choice and flexibility, create greater intelligence to help you become more competitive, and help you become a simpler, easier business partner for your clients.

Our product transformation begins at the core of your business, Applied Epic, to provide greater productivity, simplicity, intelligence and value, so we took Epic from a closed system to a standard cloud-native architecture, wrapped in standard, open APIs. As part of the Epic transformation to an open, API-based platform, the new browser-native Epic provides an industry-standard approach to software development, speeding up access to the application and reducing software management overhead.