Neely, Craig & Walton LLP of Amarillo, Texas has found that their customers value their ability to service themselves 24/7 and appreciate how easy CSR24 is to use. The agency takes a proactive approach to rolling out CSR24 to their customers, providing personal hands on training right in the customers' own office. The response from their customers has been overwhelmingly positive. Customers are amazed at the convenience of CSR24, and how easy it is to issue their own certificates.

" Many of our customers are contractors, which means most are heavy certificate users," says Sandy Tompkins of Neely, Craig & Walton LLP. "The smaller contractors seem to benefit the most. They don't have support staff, so the owner typically has to complete the paperwork himself, frequently at night and on weekends. With CSR24, they are able to obtain the certificate of insurance when they need it. It's easy and convenient for them and they really appreciate the ability to fax the certificates directly from CSR24.”

It is very easy to get a customer up and running on CSR24. Before the session, Sandy sets up a certificate template for that insured, as well as a user ID and password. The training itself takes only a few minutes and by the time she leaves the customer's office, they are up and running on CSR24. Sandy notes, "Our customers are amazed at how easy it is to learn and use."

"The feedback from our customers is extremely positive. They appreciate the ability to service themselves, and the number of incoming phone calls to our agency has decreased noticeably! Sandy continues, "We now include CSR24 and our 24/7 service in our sales pitch. It's a great differentiator, it pleases our customers and it saves our staff time.

By providing 24/7 customer care that no competitor could match, Neely, Craig & Walton LLP has been able to retain several accounts that had decided to shop around for insurance services. It is a well-known fact that retaining an existing customer costs less than acquiring new business. CSR24 has really had a positive impact on Neely, Craig & Walton LLP's business.