For Brokers
Applied TAM
Manage day-to-day business operations with maximum productivity.
Key Benefits
Automate daily operations
Standardize workflows via myTAM to automate daily business functions and lower operating expenses.
Deliver omnichannel customer service options
Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.
Connect with insurer partners
Access new markets and automate policy information exchange with your insurers without having to leave the system.
Increase selling opportunities through marketing campaigns
Focus marketing campaigns for account rounding and cross-sell and upsell opportunities.
Automate daily operations
Standardize workflows via myTAM to automate daily business functions and lower operating expenses.
Deliver omnichannel customer service options
Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.
Connect with insurer partners
Access new markets and automate policy information exchange with your insurers without having to leave the system.
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.