“80% of our certificates are processed by customers.”Joyce E. SiglerJones & Wenner Insurance Agency | Fairlawn, Ohio

With Artizan CSR24, Jones & Wenner Insurance Agency in Fairlawn, Ohio, provides its customers fast, efficient service while reducing agency operating costs.

CSR24 is the client self-serve portal that powers the agency-branded, secure website where Jones & Wenner’s clients can log in on demand to access insurance information and various self-serve options.

Insureds access policies for coverage review, change requests, and obtaining certificates of insurance and auto IDs. CSR24 also provides call center services to support claims and after-hours reporting of first notice of loss.

Because CSR24 integrates with the agency’s management software, policy information is always current.

Jones & Wenner also sees significant value in the document storage and delivery provision of CSR24 in conjunction with real-time functionality in the agency’s management system, according to Joyce E. Sigler, the agency’s vice president of administration.

“CSR24 gives us cloud area for delivery and storage of all customer documents,” Sigler says. “Customers don’t

need to print their data because it’s there for them in the cloud. If there’s a fire at home, the customer still has the necessary documents and insurance information.”

Sigler says the agency saves time in addition to paper and postage costs by posting documents--policies, applications, appraisals and other documentation--to a customer’s secure site and simply notifying the customer that documents are accessible on demand.

Over time, Jones & Wenner has reduced postage costs by 80 percent, Sigler reports.

She says giving clients access to their insurance information and allowing them a level of self-service enables the agency’s account managers and quality control specialists to spend time on more complicated customer service needs.

“We set up every customer on the secure website, even if there’s uncertainty about 24/7 service,” Sigler says. “We find that customers go to the site when they’re in need and even when we are closed. They have a wealth of information at the click of a button.”

To learn more, call 1-866-351-9861 or visit www.CSR24.com