Applied TAM, the world’s most widely used cloud-based broker management system, allows your business to manage day-to-day operations with maximum productivity.
To exceed customer service expectations and drive business growth, you need intelligent systems to manage your business. Through an automated and easy-to-navigate interface, Applied TAM offers greater visibility into your clients and day-to-day operations to reduce time and expenses spent on administrative tasks and better respond to client needs.
Applied TAM enables your business to:
- Manage prospect, customer, accounting and policy management workflows with fewer keystrokes
- Conduct commercial lines eTrading to multiple UK insurers directly through the application
- Standardise data for consistent reporting and company-wide evaluation
- Customise invoices, statements and reporting
- Seamlessly integrate with other Applied software or third-party applications
Applied TAM's Commercial Lines application presents one risk to multiple UK insurers and access quotes for a range of coverages, including: Property Owners, Shop and Office, Tradespeople and Homeworkers.
Benefit from standardised workflows through 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.
Applied TAM automatically syncs with Applied Mobile to provide your staff access to customer and prospect information while away from the office. Applied TAM enhances online customer self-service with customised document sharing via Applied CSR24 and Applied MobileInsured, providing your customers 24/7 access to insurance information.
Applied TAM management reports include income, productivity, books of business and complete compliance auditing. Powerful SQL data mining functionality and customised risk and data capture enable you to simplify RMAR returns and enhance customer service.
For more information about Applied TAM and other Applied solutions, call us at +44 (0) 1273 852000 or Contact Us.