For Brokers

Applied TAM

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

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

Key Benefits

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Automate daily operations

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

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Deliver omnichannel customer service options

Enhance customer self-service with 24/7 customised document sharing via broker-branded online access and mobile applications.

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Connect with insurer partners

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

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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.

  • 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.

  • Insurer connectivity

    Automatically receive policy-related information from insurers directly within the system to reduce duplicate actions and improve customer servicing capabilities.

  • Integrated rating services

    Access Canada’s leading personal lines rating services to quote directly within your daily workflows and standardized processing.

What's New

  • Invoice storage and reprint

    Store and reprint original invoices for servicing and legal to further limit your brokerage’s E&O exposure.


  • Microsoft Outlook integration

    Fully integrates Microsoft Outlook to Applied TAM, enabling the sending and attaching of emails to records within the management system.


  • Enhanced policy history sorting

    Sort policies based on dates and recent history with the Policy History filtering tool.


  • Client search

    Locate a client record by searching based on the email address.


  • Grouped attachment denotation

    More quickly navigate to grouped attachments with a denotation of number of items in grouped attachments, such as pictures or claims documents.

Invoice storage and reprint

Store and reprint original invoices for servicing and legal to further limit your brokerage’s E&O exposure.

Microsoft Outlook integration

Fully integrates Microsoft Outlook to Applied TAM, enabling the sending and attaching of emails to records within the management system.

Enhanced policy history sorting

Sort policies based on dates and recent history with the Policy History filtering tool.

Client search

Locate a client record by searching based on the email address.

Grouped attachment denotation

More quickly navigate to grouped attachments with a denotation of number of items in grouped attachments, such as pictures or claims documents.

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital brokerage.