For Brokers

Applied TAM

Manage day-to-day business operations with maximum productivity.

Automate operations and manage customer relationships with a robust system. As the broker management system that created a digital industry, Applied TAM® offers greater visibility into your customers and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to customer needs.

Key Benefits

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Automate daily operations

Standardise 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 customised document sharing via broker-branded online access 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.

Capabilities

  • Integrated trading

    Quote and bind Personal and Commercial Lines in a single application while eliminating time and cost spending managing and training staff on two disparate systems.

  • Process management and automation

    Ensure workflow consistency with predefined, standardised 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.

What's New

  • Enhanced reporting engine

    Gain additional flexibility, stability and security in creating and maintaining reports through expanded and simplified criteria options.

  • Automated Night Utilities

    Eliminate the need to manually run Night Utilities with fully automated Night Utilities, scheduled to run at the most optimum time for your business.

  • Customer servicing workflows

    Leverage improved attachment, policy search, and renewal workflows to ensure speed of service for your customers.

  • Compliance

    Remain compliant with recent FCA changes with updated myTAM workflows and associated documents and templates, including Certificates of Insurance and Evidence of Property.

Enhanced reporting engine

Gain additional flexibility, stability and security in creating and maintaining reports through expanded and simplified criteria options.

Automated Night Utilities

Eliminate the need to manually run Night Utilities with fully automated Night Utilities, scheduled to run at the most optimum time for your business.

Customer servicing workflows

Leverage improved attachment, policy search, and renewal workflows to ensure speed of service for your customers.

Compliance

Remain compliant with recent FCA changes with updated myTAM workflows and associated documents and templates, including Certificates of Insurance and Evidence of Property.

Customer Success

Everett Mead

Digital Broker

Needing to meet customer demand for 24/7 service, Everett Mead digitally transformed their business with Applied.

Watch the Customer Story

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.

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