Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

For those seeking an improved method to handle customer interactions, Customerwise is the ideal choice. This all-encompassing customer support and business process management tool, developed by TechExcel, caters specifically to the distinctive service needs of B2B technology firms. Customerwise consolidates a diverse range of functionalities into one platform, such as managing support and service tickets, enabling customer self-service, overseeing licenses and contracts, and maintaining a product knowledge base. By utilizing Customerwise, businesses can enhance their customer engagement significantly.

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

Professional - $20 per user per month
Enterprise - $35 per user per month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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) Yes 
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

TechExcel

Founded

1995

Country

United States

Website

www.techexcel.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

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat No 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management Yes 

Alternatives

Alternatives

ServiceWise Reviews

ServiceWise

TechExcel
InsurLink Reviews

InsurLink

Vertafore
VisionFlow Reviews

VisionFlow

Visionera
Diamond Billing Reviews

Diamond Billing

Insuresoft
DevTrack Reviews

DevTrack

TechExcel