Tips for Onboarding Clients and Staff to Applied CSR24 to Maximize Engagement

What do you need to market your Applied CSR24® portal and MobileInsured app to your clients? How do you get your staff on board with using self-service? Attend this case study session to hear how your peer has created client-facing content to drive their self-service use. You’ll leave this session with ideas on promoting self-service on your website, YouTube video content and user guides for policyholders, and ways to have your staff be the biggest advocates for your portal.

Skill level: Intermediate

Target Audience: IT/Operations Manager, Marketing Manager/Specialist, Office Manager

Presenters: Daniel Horn, Rollo Insurance Group; Maggie Essex, Applied Systems; John Gage, Knight Insurance Group

Length: 60 minutes