For Agents

Applied TAM

Manage day-to-day business operations with maximum productivity.

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

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Automate daily operations

Standardize workflows via myTAM to automate daily business functions and lower operating expenses.

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Deliver omnichannel customer service options

Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.

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Connect with insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

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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

  • Invoice storage and reprint

    Store and reprint original invoices for servicing and legal to further limit your agency’s E&O exposure.


  • Microsoft Outlook integration

    Fully integrates Microsoft Outlook to Applied TAM, enabling the sending and attaching of emails to records within the management system.


  • Enhanced policy history sorting

    Sort policies based on dates and recent history with the Policy History filtering tool.


  • Client search

    Locate a client record by searching based on the email address.


  • 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.

Invoice storage and reprint

Store and reprint original invoices for servicing and legal to further limit your agency’s E&O exposure.

Microsoft Outlook integration

Fully integrates Microsoft Outlook to Applied TAM, enabling the sending and attaching of emails to records within the management system.

Enhanced policy history sorting

Sort policies based on dates and recent history with the Policy History filtering tool.

Client search

Locate a client record by searching based on the email address.

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.