Applied TAM

Applied TAM is the most widely used agency management software in the insurance industry, allowing your agency to manage day-to-day business operations with maximum productivity.

To grow business and exceed customer service expectations, agencies need intelligent systems to manage their business. Applied TAM provides deep visibility into your agency operations, enabling agents to automate operations, mitigate risk, optimize carrier relationships, increase productivity, enhance customer satisfaction and reduce operating expenses.

Applied TAM was developed with agent input, making it rich in features and functions to foster the highest levels of service for agencies. Applied TAM allows agents to fully automate their back office so they can focus on their core business of selling insurance and managing relationships. Its efficient, relevant workflows enable CSRs to quickly and effectively respond to customer needs to build stronger relationships. Applied TAM’s non-browser-based technology uses a combination of an easy-to-navigate user interface and detailed prospect, client and policy management workflows without the use of a mouse.

Check Out the Latest Version of Applied TAM

Applied TAMOnline, the hosted version of Applied TAM, allows your agency to:

  • Reduce time and cost of managing hardware, IT and security-related issues
  • Deliver greater access and flexibility to more effectively manage client and policy information
  • Provide unmatched security


Product Benefits
Increase Efficiency with Automated Workflows

All Applied TAM modules are integrated. Once data is entered into Applied TAM, it is simultaneously created in all parts of the system to increase productivity and reduce the rate of errors and omissions. More insurance carriers download and interface with Applied TAM than any other management system, maximizing automated data population of customer and policy information instead of manual entry. Standardize workflow with forms wizards to ensure consistency. Handle renewals in advance with automated follow-up communication to customers.

Execute Marketing Campaigns to Cross-Sell and Up-Sell

Establish targeted marketing campaigns to prospects and customers with Applied TAM’s built-in marketing plans that allow easy access to coverage information. Remind staff about cross- and up-selling using Applied TAM sticky notes by setting the criteria for a sticky note to appear on a customer's home screen. Easily gauge retention rates via Applied TAM reporting to better understand where staff need to focus sales efforts.

Lower Operating Costs and Security Risks with Applied TAMOnline

Hosted in a Tier III+ data center, compliant with SAS70 Type II and CICA 5970 audit standards, Applied TAMOnline offers an unmatched level of security. With Applied TAMOnline, you leverage advanced security to protect agencies from legal and financial obligations of a data breach. Avoid the need to deploy and maintain software and hardware on premises and make costs easier to predict and budget. Applied TAMOnline allows unlimited storage of files and attachments, and provides continuous service for your customers via remote access and in the event of a disaster.

Complete Tasks Faster with the Modern, Intuitive User Interface

Applied TAM's intuitive user interface includes modern navigation and familiar workflows to foster greater productivity. Icons used throughout the system closely reflect the functions they represent, providing consistency across Applied products for natural and efficient workflows.

Enhance Productivity While Offering Increased Service Options

Applied TAM integrates with Applied MobileProducer and Applied CSR24 allowing your agency to seamlessly share data between the applications.

Maximize productivity from your staff by pairing Applied TAM with Applied MobileProducer. Applied TAM automatically syncs with Applied MobileProducer, which enableing producers to search customer data faster and increase productivity outside the agency.

Applied TAM enhances online customer self-service with customized document sharing in the Applied CSR24 portal. Mark specific documents in Applied TAM that are available for customers to view and download in Applied CSR24 to further streamline your document management and storage workflows.

For more information about Applied TAM and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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