G2 Vendor Directory

WorkSmart vs. Applied CSR24

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

MetricWorkSmart

by Vertafore

Applied CSR24

by Applied Systems

Overall rating4.14.3
Review count2525
Ease of use7.78.3
Ease of setup6.37.9
Quality of support10.09.4
Meets requirements10.09.7
NPS4850
Small Business40.0%83.3%
Mid-Market52.0%16.7%
Enterprise8.0%0.0%
Total page views25556
Total LLM citations13791

WorkSmart

WorkSmart® is a workflow automation and enterprise content management (ECM) solution designed by insurance professionals for insurance agencies. WorkSmart helps agencies eliminate Insurance Distribution Drag by automating workflows, improving visibility, and streamlining agency operations so the right work moves to the right person at the right time. Integrated enterprise content management capabilities keep documents organized and connected to business processes, helping agencies adapt faster, work smarter, and achieve greater Distribution Velocity.

Pros

  • Ease of Use
  • Workflow Efficiency
  • Organization
  • Download Efficiency
  • User Interface
  • Comprehensive Information

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