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.

Simple line icon of a hierarchy chart with two large rectangles at the top followed by three smaller rectangles followed by three circles

Automate daily operations

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

Simple line icon of a pin with a circle head that has three circular lines surrounding the top of the pin

Deliver omnichannel customer service options

Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.

Simple line icon of a hand grasping another hand in a handshake

Connect with insurer partners

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

Simple line icon of an round dartboard with a single arrow sticking out of the bullseye

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.

Contact Us