Key Benefits
Capabilities
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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.
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Process management and automation
Ensure workflow consistency with predefined, standardised 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.
What's New
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Invoice storage and reprint
Store and reprint original invoices for servicing and legal to further limit your 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.
Customer Success
Everett Mead
Digital Broker
Needing to meet customer demand for 24/7 service, Everett Mead digitally transformed their business with Applied.
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.