For Brokers

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

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Automate daily operations

Standardize 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 customized document sharing via online client portals 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.

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.