TAM: The Agency Manager | Applied TAM Agency Management System | Applied Systems Skip to content

Visit Our Family of Brands

Customer Login Applied University

Online registration for Applied Net 2023 ends soon. Act fast to reserve your spot before it’s too late!   Register Now

Your team has a lot to get done in a day but performing manual, administrative tasks is slowing them down. Our Applied TAM® software gives you a clear picture of your clients and day-to-day operations. Plus, the application connects you with your insurer partners so you can automate servicing as part of daily system workflows. Automate your business with a system designed to support your core operations so less time and money is wasted on manual tasks. The ones doing the work will be happier and so will your customers.

Key Benefits

  • A black key icon with two arrows circulating it

    Create consistency and manage the bottom line

    Eliminate the manual tasks slowing down your team. With MyTAM, create consistent workflows so everyone knows the right way to get things done. The increased efficiency can help your bottom line.

  • An icon of a dark blue building with a male icon at the bottom left and a black arrow curved around the building, pointing from the male to a woman icon on the top right corner of the building

    Work better with your insurer partners

    Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can exchange policy details and find the best products quickly and easily.

  • An icon of a target vector with a man between two women, wearing blue shirts, inside

    Sell more to your customers with targeted marketing

    Your clients are your best prospects. Use targeted marketing campaigns to cross-sell and upsell.

Capabilities

  • Process Management and Automation

    Delight your staff by making work simpler. By automating their most frequently used workflows, they can get more done in less time.

  • Omnichannel Customer Service

    Give your customers choice in how they interact with your business. Applied TAM easily integrates with your customer self-service portal and mobile app so that your customers can access their policy information.

  • Insurer Connectivity via Single Sign-On

    Eliminate time spent managing multiple logins and passwords. Through single sign-on, you can connect to IVANS Exchange to manage download connections, and IVANS Markets to search appetite seamlessly within your daily workflow.

What's New

  • Two document icons overlapping each other. The document on top is dark blue
    Attachment Filters
  • An icon of a dark blue building with two arrows circulating it
    Assign Activity Code
  • A laptop icon with a dark blue screen showing a search bar and a magnifier glass
    Hidden Applications Search
  • A black circular web diagram with a dark blue center
    Personal and Commercial Indicator
  • Two document icons overlapping each other. The top document is dark blue with a paper clip attached to the top left corner
    Broker Indicator on Producer Detail

Related Resources

Related Products

  • Applied Epic

    Insurance agency management software.

    View Product

  • Applied CSR24

    Online and mobile customer self-service technology.

    View Product

  • Applied Mobile

    Mobile application for insurance agents.

    View Product

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.