G2 Vendor Directory

Applied CSR24 vs. ReferenceConnect AI

A side-by-side comparison based on G2 review data.

MetricApplied CSR24

by Applied Systems

ReferenceConnect AI

by Vertafore

Overall rating4.34.3
Review count2510
Ease of use8.38.1
Ease of setup7.98.6
Quality of support9.49.3
Meets requirements9.78.6
NPS5070
Small Business83.3%40.0%
Mid-Market16.7%40.0%
Enterprise0.0%20.0%
Total page views56183
Total LLM citations9143

Applied CSR24

Applied CSR24 is a cloud-based customer self-service software designed for insurance agencies and brokerages to provide clients with 24/7 access to their insurance information. This platform enables policyholders to view policy details, submit claims, make payments, and access important documents through a branded online portal and mobile application. By offering these self-service capabilities, agencies can enhance client satisfaction, build loyalty, and differentiate themselves in a competitive market.

Pros

    ReferenceConnect AI

    ReferenceConnect AI™ is an AI insurance knowledge base tool designed to help independent agencies, MGAs, and carriers move faster, decide with confidence, and keep business moving. It brings together trusted industry knowledge and AI powered, conversational search so you can turn questions into answers in seconds. Instead of working across fragmented systems and manual processes, you move from research to decision with speed and clarity.

    Pros