Agency Setup

In this area, you can enter basic agency contact information and determine the default security/access levels for agency logins to the Applied CSR24 Utilities.

In order to access this area, you must have View rights for Agency in the Level Setup section in CSR Detail or Producer detail. To use this feature, you must have Edit rights.

  1. To access agency setup:
  2. Click the Edit button to modify the information.
  3. Enter your Agency Name. This is how your organization's name will default onto certificates.
  4. The Last Import Date displays the date and time that data was last imported from the agency management system to update CSR24. This cannot be modified.
  5. Select your Agency's Main Location. The list of available locations populates with information entered in the Locations area. The location selected as the main location will automatically default on certificate templates.
  6. Enter Primary Phone and Secondary Phone numbers and a Fax number for your agency.
  7. Enter an Email address. This should be your agency's default email address or your agency administrator's email address. CSR24 sends emails to this address to notify you if your CSR24 data has not received an update from your agency management system in over a week. CSR24 also routes emails generated by client requests to this address if the CSR and producer assigned to the client account are inactive or do not have email addresses entered.
  8. Optionally enter a Default Email Signature. This signature automatically applies to CSR and Producer detail pages and displays on the bottom of all certificate and auto ID emails. To pull information from the organization or CSR/Producer into the email signature, type a left bracket { . If the desired option does not display in the list, start typing the name of the option to bring it up in the list. Click here for a list of options.

    Note: The default email signature does not override the email signature of an individual CSR or producer.
  9. Enter your agency's Website.
  10. Type your Hours Of Operation. The Applied CSR24 phone service uses this information when responding to callers asking about your agency's hours.
  11. Select your Agency's Default Signature. This signature prints on auto ID cards issued for the state of Nevada.
  12. Choose the Agency's Default Language.
  13. If you use PaperWise integration, enter the Imaging System URL provided by PaperWise.
  14. The Bulletin Text field pertains to functionality supported in a prior version of Applied CSR24 and can be disregarded.
  15. Enter the number of Default Certificate Cancellation Days. You can override this value on individual certificate templates.
  16. From the Call Center Phone Notes dropdown menu, select Enabled or Disabled. Enabling Call Center Phone Notes means that an informational pop-up window displays to call center representatives. If you select Enabled, type the information you want the popup to display in the Call Center Phone Notes Text field (up to 250 characters). Call Center Phone Notes should be enabled only for special circumstances (for example, if your office is closed due to bad weather).
  17. Unless directed otherwise by Applied, it is recommended that you leave the Environment Id field blank. This field was added for Applied Epic users who have two distinct environments (e.g., one for testing and one for production) to enable the Document Notification capability in MobileInsured. If you have any questions or need to obtain your Environment Id, please contact Applied Customer Support.
  18. The Import Password automatically aligns with your password for the CSR24 Data Transfer program. If your locally installed management system Data Transfer password changes, select the Change Password link label in the Import Password field to enter it. It is required that these passwords match in order for your data transfer to function.
  19. The Applied Print Client cloud-based printing solution allows efficient batch printing of certificates and auto ID cards. You can load the Applied Print Client software to your organization’s print server for centralized print configuration or load it to multiple user workstations to make the assigned printers available for all users.

To set up the Print Client, do the following:

In the Batch Print Setup section, click Configure.

    1. The first time you click Configure, the PrintNode Configuration window displays, where you can create a new PrintNode account. Do not use an existing PrintNode account.
    2. The email address for the account must be unique and can be used only once for your organization. This will be the account associated with your organization, which you will use to log in to the Print Client. Once you have created this account, it cannot be deleted or changed.
    3. Create a Password and click Continue.
    4. To make printers available, install the Applied CSR24 Connection Suite, unless you use an operating system other than Microsoft Windows. If you use a non-Windows operating system, download and install the PrintNode Client instead.
  1. In the Insured Default section, specify the actions that insureds may take on your website by default.
  2. The Default checkbox in the Mail Server section indicates that Applied CSR24 notification emails are relayed through the CSR24 mail server. If you wish to send these notification emails through your own mail server rather than the CSR24 server, deselect the Default checkbox and enter the appropriate IP address and Port in the fields provided. You can click Test to send a test message to your email address and determine whether the mail server information was entered properly. (This functionality is available only if the External/Agency Mail Server feature is enabled for your organization.)
  3. If your organization spools documents to be printed and mailed by a third-party organization, enter the appropriate information in the US Mail Delivery section. (For more information on enabling this feature, contact the Applied Systems Sales Department.)
    1. Select a Delivery Method of FTP or HTTP Upload. (This information is provided by the third-party organization.)
    2. Enter the third-party web address in the Service Host/URL field.
    3. Optionally check Use SSL to send the data via an encrypted path.
    4. Enter the Upload Path (the location to which the spooled documents are sent).
    5. Enter the credentials for your account with the third-party organization in the Service User and Service Password fields.
    6. Enter Mail Delivery Text. This text displays on the cover sheet of every certificate mailed by your agency.
  4. Define the settings that apply for agency personnel accounts (agency personnel granted access to CSR24 Utilities) in the Agency Login section.
    1. In the User ID field, enter the Agency ID. Agency users must enter this along with their individual user names and passwords when logging in to CSR24 Utilities or the portal.
    2. Click Change Password and enter your agency's current administrative password, then enter a new administrative password. You will also be required to verify your new password.
    3. Enter a Minimum Password Length. Each user password must be at least this many characters long. This value must be between 7-14; if you do not enter one, it defaults to 7.
    4. Check the desired password settings:
      • Passwords Are Case Sensitive
      • Passwords Must Contain Upper and Lower Letters (has no effect if Passwords Are Case Sensitive is not also selected)
      • Passwords Must Contain at Least 1 number
    5. Enter the number of Unsuccessful Logins Allowed. Users who exceed this amount are locked out of the system. This value must be between 1-10; if you do not enter one, it defaults to 10.
    6. Enter the number of Minutes to Lock User to specify how long they are locked out of the system if they exceed the allowed number of unsuccessful logins.
    7. Select the checkbox for Mark Locked User Inactive to mark locked-out users as inactive in the contact record; such accounts must be reactivated manually. To send an email notification to the user when his/her account is inactivated, select the Send Email Notification checkbox.
    8. In the Passwords Expire field, enter the number of days a password is valid before it expires and must be changed. This value must be between 1-90; if you do not enter one, it defaults to 90.
    9. In the Inactivity Timeout field, enter the number of minutes a user can be inactive before being logged out of Applied CSR24.
  5. In the Certificate Holder Defaults section, you can select Lock Holder Info in Self-Service to make it the default for all new holders. This option prevents insureds from performing the following actions in the Self-Service Portal and MobileInsured: editing the holder’s name or address, adding or copying the holder, updating the holder for renewal, and revising previously issued certificates.
  6. The Payment System Credential Settings section integrates with Payment Method Configuration, allowing you to set up your customer website so that insureds can view and/or pay balances due.
    1. Select a Default Payment Method for the agency.
    2. In the Select Payment Method by Agency or Branch dropdown menu, specify whether payments should be applied at the Agency or Branch level.
      Note: If the level selected is not available for an insured (either because the insured does not have an agency/branch assigned or because the agency/branch assigned does not have payment information), the next available level up is used.
    3. If necessary, choose a Language/Country combination and enter a Payment Disclaimer to display on the payment web page. This information is provided by Bluefin Financial Systems. If applicable, choose another Language/Country combination and enter a Payment Disclaimer for that combination. The Language/Country selected upon logging in determines which payment disclaimer the insured sees.
  7. In the Default Security for Agency Users section, determine the Self-Service Administration access that defaults for agency personnel.
    1. To disable web login and require users to access CSR24 through Single Sign-on from Applied Epic or Applied TAM, select SSO Login Only.
    2. For the Can View setting, determining what insured information is accessible to the user, select one of the following:
      • All Insureds: Users can access all insureds entered in CSR24 Utilities or transferred from your agency management system.
      • Only Assigned Insureds: Users can access only insureds for which they are the CSRs, producers, or additional servicers assigned in insured detail.
      • Only Assigned Organization Structure: This setting  pertains only to agencies that use Applied Epic. When this radio button is selected, users can access only insureds within the Agency/Branch/Department/Profit Center assigned to them. This access is designated in Applied Epic on the Account tab in Employee Detail unless your agency has the optional Organizational Structure Copied from Applied Epic feature enabled. In the latter case, the structure is defined on the Structure Access tab in User Configuration in Applied Epic.

      For the Can View Policies setting, determining what policy information is accessible to the user, select one of the following:

      • All Policies: Users can access all policies entered in CSR24 Utilities or transferred from your agency management system.
      • Only Assigned Policies: Users can access only policies for which they are CSRs, producers, or additional servicers assigned in  insured detail.
      • Only Assigned Organization Structure: This setting pertains only to agencies that use Applied Epic. When this radio button is selected, users can access only policies within the Agency/Branch/Department/Profit Center assigned to them. This access is designated on the Account tab in Applied Epic in Employee Detail unless your agency has the optional Organizational Structure Copied from Applied Epic feature enabled. In the latter case, the structure is defined on the Structure Access tab in User Configuration in Applied Epic.
    3. For each of the levels listed, check the Add, Delete, Edit, and/or View checkboxes. These selections allow you to assign permissions to your staff; you also need to assign security permissions in either the Producers or CSRs.
    4. In the Default Admin Permissions for Agency Users section, select the checkbox for each admin role you wish to give all users.
      • Self-Service Admin: Users can access Self-Service Admin.
      • Report Admin: Users can edit and/or delete any previously scheduled report in Reports > Scheduled Reports. When they delete a report, it is removed from the Scheduled Reports list for all recipients.
      • Insured Document Upload Admin: Users can view, delete, transfer, and/or reassign all documents uploaded to Insured Uploaded Documents (located in both Configure and Account > Documents).
    5. In the Certificate Template Restrictions section, select the checkbox for each action on certificate templates you wish to allow by default.
      • Modify Policy Effective/Expiration Date: Clicking this checkbox allows the selected account to modify the policy effective and expiration date from ACORD certificate templates. If this checkbox in not selected, the policy effective and expiration date fields are grayed out and the account cannot modify the values.
      • Modify Policy Numbers: Clicking this checkbox allows the selected account to modify the policy number on ACORD certificate templates. If this checkbox is not selected, the Policy Number field is grayed out and the value cannot be modified.
      • Add New Policies on Templates: Checking this box allows the selected account to add a new policy from ACORD certificate templates. If the box is not checked, the account cannot select the policy fields. Attempting to do so results in the message You do not have proper permission to add new policies to a template. An account that does not have permission to add a new policy cannot have permission to modify policy dates, and the system prevents this configuration.
      • Add New Holders on Templates: Checking this box allows the selected account to add or modify a holder on a template from an ACORD certificate template. If the box is not checked, any holders already assigned to a template are read only, the entry fields for holder information are removed, and the holder Change button is removed. Note that the default holder for the ACORD 22 Intermodal Interchange Certificate is added when the template is created.
    6. In the Reports Security setting, select No Access, Full Access, or Restricted Access. If you select Restricted Access, check the individual reports that agency users should be able to run by default. See Reports for more information.
  8. Click the Save button at the top of the screen to apply your changes or Cancel to discard them.

Edit Sub-Agency Information

  1. Click the Sub-Agencies tab.
  2. Click to select the sub-agency you wish to edit.
  3. Click the Edit button at the top of the screen.
  4. Modify the sub-agency's Name, Email, Website, and Zip code as necessary. The Email address entered receives any signup requests (new users requesting logins). The Zip code determines the default location for the portal's weather feature.
  5. In the Branding Icons section, upload sub-agency logo images to be used when the portal is accessed via a number of different devices. Be sure to note the file size and type requirements for each icon.

    To upload an image, click the Browse button, locate the appropriate file, and then click Upload.

    To remove an image from the portal, click Remove.
  6. Click Save to apply your changes or Cancel to discard them.