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.
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.
Insurer connectivity via single sign-on
Eliminate time spent managing multiple logins and passwords. Connect through single sign-on to IVANS Exchange to view, track, report and manage download connections, and to IVANS Markets to search appetite – all within your daily Applied TAM workflows.
What's New
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
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.