For Agents
Applied TAM
Manage day-to-day business operations with maximum productivity.
Key Benefits
Automate daily operations
Standardize workflows via myTAM to automate daily business functions and lower operating expenses.
Deliver omnichannel customer service options
Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.
Connect with insurer partners
Access new markets and automate policy information exchange with your insurers without having to leave the system.
Increase selling opportunities through marketing campaigns
Focus marketing campaigns for account rounding and cross-sell and upsell opportunities.
Automate daily operations
Standardize workflows via myTAM to automate daily business functions and lower operating expenses.
Deliver omnichannel customer service options
Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.
Connect with insurer partners
Access new markets and automate policy information exchange with your insurers without having to leave the system.
Increase selling opportunities through marketing campaigns
Focus marketing campaigns for account rounding and cross-sell and upsell opportunities.
Capabilities
Process management and automation
Ensure workflow consistency with predefined, standardized workflows through myTAM.
Insurer connectivity
Better manage your download connections with streamlined insurer setup options for multiple lines of business.
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
Market appetite search
Easily search and assess insurer appetite for specific risks with direct access to IVANS Markets within the application.
Quick policy review
More easily access policy information for your customers and instantly print for all implemented lines of business.
Client servicing workflows
Leverage improved attachment, policy search, and renewal workflows to ensure speed of service for your insureds.
What's New
Market appetite search
Easily search and assess insurer appetite for specific risks with direct access to IVANS Markets within the application.
Quick policy review
More easily access policy information for your customers and instantly print for all implemented lines of business.
Client servicing workflows
Leverage improved attachment, policy search, and renewal workflows to ensure speed of service for your insureds.
Ready to Learn More?
Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.