Applied TAM

Your team has a lot to get done in a day but performing manual, administrative tasks is slowing them down. Our Applied TAM^® software gives you a clear picture of your clients and day-to-day operations. Plus, the application connects you with your insurer partners so you can automate servicing as part of daily system workflows. Automate your business with a system designed to support your core operations so less time and money are wasted on manual tasks. The ones doing the work will be happier and so will your customers.

Key Benefits

Create consistency and manage the bottom line

Eliminate the manual tasks slowing down your team. With MyTAM, create consistent workflows so everyone knows the right way to get things done. The increased efficiency can help your bottom line.
Work better with your insurer partners

Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can exchange policy details and find the best products quickly and easily.
Sell more to your customers with targeted marketing

Your clients are your best prospects. Use targeted marketing campaigns to cross-sell and upsell.

Capabilities

Process Management and Automation

Delight your staff by making work simpler. By automating their most frequently used workflows, they can get more done in less time.
Omnichannel Customer Service

Give your customers choice in how they interact with your business. Applied TAM easily integrates with your customer self-service portal and mobile app so that your customers can access their policy information.
Insurer Connectivity

Automate communications with your insurers and receive the latest policy-related information directly in your core system. This way you reduce duplicate actions and can more quickly serve customers.
Integrated Rating Services

Meet your customers’ demand for instant service. With access to Canada’s leading personal lines rating services, you’re able to quote directly within your daily workflow.

What's New

Attachment Filters

Attachment Filters

Quickly filter and organize grouped attachments by setting criteria, like category or associated policy, to pull a specific batch from the system. Additionally, agents can easily remove or add attachments from/to a designated group.
Assign Activity Code

Assign Activity Code

Gain greater flexibility in task assignments with the ability to assign activities to individuals irrespective of the servicing team that is attached to the client.
Hidden Applications Search

Hidden Applications Search

Find hidden applications in the system and assign them to the right policy type to reduce E&O.
Personal and Commercial Indicator

Personal and Commercial Indicator

Assign the correct Personal or Commercial indicator in the system for insureds to use as criteria when searching for the client and reporting.
Broker Indicator on Producer Detail

Broker Indicator on Producer Detail

When entering a producer into the system, users can also be designated as a broker to better reflect their dual role in the agency for reporting purposes.

Hear What Our Customers Say

National Truck League was using four different databases to store data, which created a lack of transparency for their team and hindered their ability to easily manage accounts. Learn how the brokerage uses a single system to manage all data for greater visibility into clients and prospects.

Watch Customer Story

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.

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