For Agents

Applied TAM

Manage day-to-day business operations with maximum productivity.

Automate operations and manage client relationships with a robust system. As the management system that created a digital industry, Applied TAM offers greater visibility into your clients and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to client needs.

Key Benefits

Automate daily operations

Standardize workflows via myTAM to automate daily business functions and lower operating expenses.

Deliver omnichannel customer service options

Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.

Connect with insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

Increase selling opportunities through marketing campaigns

Focus marketing campaigns for account rounding and cross-sell and upsell opportunities.

Automate daily operations

Standardize workflows via myTAM to automate daily business functions and lower operating expenses.

Deliver omnichannel customer service options

Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.

Connect with insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

Increase selling opportunities through marketing campaigns

Focus marketing campaigns for account rounding and cross-sell and upsell opportunities.

Capabilities

Process management and automation

Ensure workflow consistency with predefined, standardized workflows through myTAM.

Insurer connectivity

Better manage your download connections with streamlined insurer setup options for multiple lines of business.

Omnichannel customer service

Integrate with your online customer portal or mobile apps to empower customers and staff with the same policy information in Applied TAM.

What's New

Market appetite search

Easily search and assess insurer appetite for specific risks with direct access to IVANS Markets within the application.


Quick policy review

More easily access policy information for your customers and instantly print for all implemented lines of business.


Client servicing workflows

Leverage improved attachment, policy search, and renewal workflows to ensure speed of service for your insureds.


What's New

IVANS Index metrics on a chart displayed on a laptop

Market appetite search

Easily search and assess insurer appetite for specific risks with direct access to IVANS Markets within the application.

A Tam Policy review displayed on a laptop

Quick policy review

More easily access policy information for your customers and instantly print for all implemented lines of business.

Screenshots of the TAM system displayed on a laptop

Client servicing workflows

Leverage improved attachment, policy search, and renewal workflows to ensure speed of service for your insureds.

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.

Contact Us