Key Benefits
Capabilities
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Process management and automation
Ensure workflow consistency with predefined, standardized workflows through myTAM.
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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.
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Insurer connectivity
Automatically receive policy-related information from insurers directly within the system to reduce duplicate actions and improve customer servicing capabilities.
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Integrated rating services
Access Canada’s leading personal lines rating services to quote directly within your daily workflows and standardized processing.
What's New
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Invoice storage and reprint
Store and reprint original invoices for servicing and legal to further limit your brokerage’s E&O exposure.
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Microsoft Outlook integration
Fully integrates Microsoft Outlook to Applied TAM, enabling the sending and attaching of emails to records within the management system.
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Enhanced policy history sorting
Sort policies based on dates and recent history with the Policy History filtering tool.
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Client search
Locate a client record by searching based on the email address.
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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.