Menus

The following menu items are available for your agency to add to the Portal. When an insured completes a workflow from a menu item, your agency receives a notification email. Some menu item workflows may also create an activity or attachment in Applied Epic, depending on the options you have configured in Applied CSR24.

• Add a certificate holder: Submit a request to add a new certificate holder.
• Add a driver to my policy: Submit a request to add a new driver to a policy.
• Add a location on my policy: Submit a request to add a location to a policy.
• Add a vehicle to my policy: Submit a request to add a vehicle to a policy.
• Add Driver w/PII: Submit a request to add a driver. The insured must enter personally identifiable information (such as their date of birth or driver license number), which is emailed to your agency to save you time. However, be aware that the personally identifiable information is not encrypted. If you require encryption, you may want to add the Add a driver to my policy menu item instead.
• Add equipment to my policy: Submit a request to add equipment to a policy.
• Add Vehicle w/PII: Submit a request to add a vehicle. The insured must enter personally identifiable information (such as the license plate number), which is sent to your agency by email to save you time. However, be aware that the personally identifiable information is not encrypted. If you require encryption, you may want to add the Add a vehicle to my policy menu item instead.
• Applied EPIC Billing: View bills due in the next 30 days, sorted by policy, from the insured’s Transactions list in Applied Epic.
• Applied EPIC Billing – Invoice: View bills due in the next 30 days, sorted by invoice, from the insured’s Transactions list in Applied Epic.
• Applied EPIC Claims: View a full list of the insured’s claims from Applied Epic.
• Applied EPIC Documents: View a list of attachments marked as Client Accessible from the insured’s account in Applied Epic.
• Applied EPIC Open Claims: View a list of the insured’s claims from Applied Epic, filtered to display only open claims.
• Applied Marketing Automation: Display the Applied Marketing Automation Content Library page, where the insured can search for and view Marketing Automation content that your agency has shared with them.
• Applied TAM Billing: View billing information from the Accounting area of Applied TAM.
• Applied TAM Claims: View a list of the insured’s claims from the Clients & Files > Claims List area in Applied TAM.
• Applied TAM Documents: View a list of the insured’s attachments from the Clients & Files > Attachments List area in Applied TAM.
• Applied TAM Open Claims: View a list of the insured’s claims from Applied TAM, filtered to display only open claims.
• Auto Claim: Create an auto claim.
• Auto ID Card: Generate an auto ID card. When the card is issued, the insured receives it via email as a PDF. If it cannot be issued, the insured can change their registration information in the Portal to retry.
• Batch Auto Id: Issue multiple Auto ID cards simultaneously.
• Bill Pay Combined: Display every policy for the user. Selecting a policy takes the user to the carrier’s website or the agency bill page to make a payment (depending on how the policy is billed).
• Broker Bill Pay: Pay a bill. Only brokers and managing general agents can use this option.
• Certificate of Insurance: Issue a new certificate of insurance directly from the Portal and send it to whoever needs it. To require the insured to send you a request for the certificate instead, add the Request a Certificate of Insurance menu item.
• Change something on one of my policies: Submit a request to make a change to an existing policy.
• Change Vehicle Registration: Submit a request to make a change to a vehicle registration.
• Composite Rated Auto: Add a vehicle directly to the insured’s account in CSR24 from the Portal, then issue an ID card for it right away.
• Condo Cert: Issue certificates across multiple insureds (for example, a management company may need to issue multiple certificates at once). The user can search for insureds to select if necessary.
• Direct Bill Payment: Display all of the user’s Direct Bill policies. Selecting a policy takes the user to the carrier’s website to make a payment. To allow users to pay either direct bill or agency bill policies, add the Bill Pay Combined menu item.
• Driver Spreadsheet: Export a spreadsheet of all drivers on all of the insured’s policies, which the insured can use to organize their data or edit and send back to your agency.
• Edit a certificate holder: Prefill the selected holder’s information so the insured can edit it and submit an email request to their account servicers to update it.
• Edit a driver on my policy: Submit a request to edit a driver on a policy.
• Edit a location on my policy: Submit a request to edit a location on a policy.
• Edit a vehicle on my policy: Submit a request to edit a vehicle on a policy.
• Edit an additional named insured: Submit a request to edit an additional named insured on a policy.
• Edit Driver w/PII: Submit a request to edit a driver with personally identifiable information. However, be aware that the personally identifiable information is not encrypted. If you require encryption, you may want to add the Edit a driver on my policy menu item instead.
• Edit equipment on my policy: Submit a request to edit equipment on a policy.
• Edit Vehicle w/PII: Submit a request to edit a vehicle with personally identifiable information. However, be aware that the personally identifiable information is not encrypted. If you require encryption, you may want to add the Edit a vehicle on my policy menu item instead.
• Equipment Spreadsheet: Export a spreadsheet listing all equipment on all the insured’s policies, which the insured can use to organize their data or edit and send back to your agency.
• General Liability Loss and / or Claim: Submit a general liability claim.
• Guided Certificate: Complete a step-by-step certificate issuance workflow that explains each step and option in common language.
• I have a Question: Send an email to the servicers for the account.
• Indio: Enable the insured to log directly into their Indio account from a single sign-on link.
• Insured Document Upload: Upload documents to the Portal, which your agency can access securely from the insured’s CSR24 account record.
• Insured Documents: View documents the insured has uploaded to the Portal.
• Insured Holder Export: Export a spreadsheet of all holders on the insured’s account, with data from the fields you have configured in Export Defaults, which the insured can use to organize their data or edit and send back to your agency.
• I’ve had an Accident or Claim: Select a claim type from a list and submit a claim.
• Location Spreadsheet: Export a spreadsheet listing all locations on the insured’s policies, which the insured can use to organize their data or edit and send back to your agency.
• Make changes to my personal information: Submit a request to modify personal information on the insured’s account.
• Manage Certificate Holders: Change holder information directly in the Portal and send an email to the account servicers with a list of holders that the user changed. If you allow insureds to issue certificates, you may also want to add this menu item to the Portal so they can update holder information themselves prior to a renewal.
• Other Type of Loss and / or Claim: Submit a claim, if the insured does not know the claim type or if it is not available for selection.
• Property Loss and / or Claim: Submit a property loss claim.
• Remove a driver from my policy: Submit a request to remove a driver from a policy.
• Remove a location on my policy: Submit a request to remove a location from a policy.
• Remove a vehicle from my policy: Submit a request to remove a vehicle from a policy.
• Remove equipment from my policy: Submit a request to remove equipment from a policy.
• Replace a driver on my policy: Submit a request to replace a driver on a policy.
• Replace a location on my policy: Submit a request to replace a location on a policy.
• Replace a vehicle on my policy: Submit a request to replace a vehicle on a policy.
• Replace equipment on my policy: Submit a request to replace equipment on a policy.
• Re-Print Certificate: Select a certificate from a list of previously sent certificates and reprint it.
• Request a Certificate of Insurance: Send an email to your agency with the information to include in the certificate.
• Review my current insurance coverages: Review current coverage information for all the insured’s policies, including limits and deductibles pulled from the insured’s account in CSR24.
• Review my personal and company information: Review personal and company information on the insured’s account. You can add this option for personal or business accounts.
• Review my personal information: Review personal information on the insured’s account. To enable the insured to request changes to this information, add the Make changes to my personal information menu item.
• SimplePIN: Access the SimplePIN bill pay option.
• Update Insured Information: Submit a request to update information on the insured’s account.
• Vehicle Spreadsheet: Export a spreadsheet listing all vehicles on all the insured’s policies, which the insured can use to organize their data or edit and send back to your agency.