Automate operations and manage client relationships with a robust system. As the management system that created a digital industry, Applied TAM® offers greater visibility into your clients and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to client needs.
Key Benefits
Capabilities
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Process management and automation
Ensure workflow consistency with predefined, standardized workflows through myTAM.
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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.
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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
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Invoice storage and reprint
Store and reprint original invoices for servicing and legal to further limit your agency’s E&O exposure.
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Microsoft Outlook integration
Fully integrates Microsoft Outlook to Applied TAM, enabling the sending and attaching of emails to records within the management system.
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Enhanced policy history sorting
Sort policies based on dates and recent history with the Policy History filtering tool.
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Client search
Locate a client record by searching based on the email address.
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Grouped attachment denotation
More quickly navigate to grouped attachments with a denotation of number of items in grouped attachments, such as pictures or claims documents.
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.