Applied TAM Benefits
Increase efficiency with automated workflows
Leverage standardized workflows via myTAM to automate daily business functions and lower operating expenses for increased profitability. Handle renewals in advance with automated follow-up communication to customers. Lower E&O risk and ensure accurate reporting with prefilled fields throughout the system.
Deliver omnichannel customer service options
Applied TAM directly syncs with Applied Mobile to provide your staff instant access to customer and prospect information whilst away from the office. Applied TAM enhances online customer self-service with customized document sharing via Applied CSR24 and Applied MobileInsured, providing your clients 24/7 access to insurance information.
Drive greater insurer connectivity
More insurers interface with Applied TAM than any other brokerage management system on the market. With Applied TAM, CSIO eDocs, CSIO Messages, and other policy-related information can be automatically delivered from insurers, reducing duplicate actions and improving client servicing capabilities.
Increase selling opportunities through marketing campaigns
Establish targeted marketing campaigns with built-in marketing plans that allow easy access to coverage information. Leverage robust reporting to help your employees know where to focus marketing campaigns for account rounding and cross-sell and upsell opportunities.