Applied TAM

Applied TAM, the world’s most widely used cloud-based agency management system, allows your agency to manage day-to-day business operations with maximum productivity.

To exceed customer service expectations and drive business growth, your agency needs intelligent systems to manage business. Through an automated and easy-to-navigate interface, Applied TAM offers greater visibility into your clients and day-to-day operations to reduce time and expenses spent on administrative tasks and better respond to client needs.

See the Latest Version of Applied TAM

Applied TAM enables your agency to:

  • Manage prospect, client, accounting and policy management workflows with fewer keystrokes
  • Standardize data for consistent reporting and company-wide evaluation
  • Increase visibility into clients and agency operations
  • Customize invoices, statements and reporting
  • Simplify employee on-boarding and training


Product Benefits
Increase efficiency with automated workflows

Leverage standardized workflows via myTAM to automate daily business functions and lower operating expenses for increased profitability. Handle renewals in advance with automated follow-up communication to customers. Lower E&O risk and ensure accurate reporting with prefilled fields throughout the system.

Deliver multichannel customer service options

Applied TAM automatically syncs with Applied Mobile to provide your staff instant access to customer and prospect information while away from the office. Applied TAM enhances online customer self-service with customized document sharing via Applied CSR24 and Applied MobileInsured, providing your clients 24/7 access to insurance information.

Drive greater insurer connectivity

More insurers interface with Applied TAM than any other agency management system on the market. Applied TAM delivers Market Appetite, the first-to-market integrated capability to match carrier appetite with an agency’s new business opportunities. Easily search and assess carrier appetite for specific risks without having to manually reference outdated carrier appetite guides or log in to multiple websites to determine risk appetite. With Applied TAM, ACORD eDocs, ACORD Messages, and other policy-related information can be automatically delivered from insurers, reducing duplicate actions and improving client servicing capabilities.

Increase selling opportunities through marketing campaigns

Establish targeted marketing campaigns with built-in marketing plans that allow easy access to coverage information. Leverage robust reporting to help your employees know where to focus marketing campaigns for account rounding and cross- and up-sell opportunities.

For more information about Applied TAM and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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