Applied TAM 2015


Drive automation and connectivity

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The insurance marketplace has become increasingly more dynamic – consumer demands are changing, the pace of business is increasing, and the competitive landscape is evolving. Today, your agency requires advanced software to streamline business operations and provide a superior, multichannel customer experience to drive growth and profitability.

With the latest release of Applied TAM, Applied Systems enhances the world’s most widely used agency management system with new, innovative capabilities that deliver a more connected and seamless experience between your business, carrier partners, and clients. Applied TAM 2015 further streamlines business operations, increases carrier connectivity, and expands application integration, improving overall productivity and data exchange across the insurance lifecycle.

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Increased Productivity with Enhanced Claims Download

Applied TAM 2015 provides capabilities that allow you to download, view, and store carrier claim descriptions independently of your agency’s claims description, providing you a comprehensive view of the claims filing. Additionally, Claims Suspense allows you to multi-select suspense items associated to the same claim and assign in a single click, increasing staff productivity.

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Download, view, and store carrier claim descriptions independently of your claim description.

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Multi-select suspense items associated to the same claim and assign in a single click.

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Streamline Workflows with Enhanced Policy Quick View 2.0 Management

Policy Quick View 2.0 now allows you to view additional lines of business, including Watercraft, Inland Marine, and Personal Umbrella, in a single click of a button, streamlining workflows for increased efficiency and quicker client servicing.

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Leverage new Expand All and Collapse All options in Policy Quick View.

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View Watercraft, Inland Marine, and Personal Umbrella through Policy Quick View 2.0.

Increase Compliance with Expanded Client Purge

Added client data purge capabilities in Applied TAM 2015 enable you to eliminate all system data for specific clients or prospects based on parameters, such as a specific timeframe or inactivity, increasing compliance with your corporate data retention policies and guidelines, eliminating time consuming, individual tasks spent deleting this data.

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Eliminate all system data for specific clients or prospects based on parameters you establish.

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Expand Carrier Connectivity through Enhanced Applied CSR24 and Applied Mobile Integration

With this latest release of Applied TAM, you can now proactively select attachments per carrier, and Activity Notes will be automatically displayed for your clients within Applied CSR24 and for your producers who use Applied Mobile. This enhancement increases connectivity and data exchange from the carrier down to you and your clients, reducing time spent on duplicative actions while improving client servicing.

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Display Activity Notes received from your carriers as a client viewable attachment through Applied CSR24 or Applied Mobile.

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Now available in the U.S., Canada and UK.

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