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.

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

Standardise 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 customised document sharing via broker-branded online access 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.

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

Simple line icon of a mobile workflow.

Customer servicing workflows

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


Simple line icon of a clipboard holding a piece of paper with a checkmark inside of a circle at the bottom right

Compliance

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


What's New

A screenshot of TAM Client Servicing Workflows displayed on a laptop
Simple line icon of a mobile workflow.

Customer servicing workflows

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

A screenshot of TAM Compliance displayed on a laptop
Simple line icon of a clipboard holding a piece of paper with a checkmark inside of a circle at the bottom right

Compliance

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

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.

Contact Us