Applied TAM

Applied TAM is the most widely used agency management software in the insurance industry, allowing your agency to manage day-to-day business operations with maximum productivity.

To grow business and exceed customer service expectations, agencies need intelligent systems to manage their 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, decrease errors and omission risk, provide a seamless employee onboarding and training experience, and better respond to client needs.

Applied TAM allows agents to fully automate their back office so they can focus on their core business of selling insurance and managing relationships. Through myTAM, standardized workflows enable CSRs to streamline daily business operations, providing more time to to quickly and effectively respond to customer client needs for stronger relationship building. Applied TAM uses a combination of an easy-to-navigate user interface and detailed prospect, client and policy management workflows without the use of a mouse.

See the Latest Version of Applied TAM

Reduce Operating Costs and Increase Flexibility with Applied TAMOnline
Applied TAMOnline, the cloud hosted version of Applied TAM, enables you to leverage all the capabilities of Applied TAM with the flexibility, cost savings and security advantages provided by the cloud. Hosted in Applied Systems’ secure Tier III+ data centers, Applied TAMOnline eliminates the need for you to manage software upgrades, hardware, IT and security-related issues, so you can devote more time to selling insurance.


Product Benefits
Enhance Productivity While Offering Increased Service Options

Applied TAM integrates with Applied MobileProducer and Applied CSR24 allowing your agency to seamlessly share data and important client documentation between the applications.

Maximize productivity from your staff by pairing Applied TAM with Applied MobileProducer. Applied TAM automatically syncs with Applied MobileProducer, which enables producers to search customer data faster and increase productivity outside the agency.

Applied TAM enhances online customer self-service with customized document sharing in the Applied CSR24 portal. Mark specific documents in Applied TAM that are available for customers to view and download in Applied CSR24 to further streamline your document management and storage workflows.

Drive Greater Insurer Connectivity

More carriers interface with Applied TAM than any other agency management software on the market with easy agency-carrier information exchange that ensures agencies provide up-to-date, accurate policy information to clients. With the latest release of Applied TAM, Activity Notes can be automatically delivered from carriers to clients through Applied CSR24 and to producers who use Applied MobileProducer, reducing time spent on duplicative actions and improving client servicing capabilities.

Increase Efficiency with Automated Workflows

All Applied TAM modules are integrated. Once data is entered into Applied TAM, it is simultaneously created in all parts of the system to increase productivity and reduce the rate of errors and omissions. More insurance carriers download and interface with Applied TAM than any other management system, maximizing automated data population of customer and policy information instead of manual entry. Leverage predefined, standardized workflows through myTAM to streamline daily business operations, procedures and employee training/onboarding. Handle renewals in advance with automated follow-up communication to customers.

Execute Marketing Campaigns to Cross-Sell and Up-Sell

Establish targeted marketing campaigns to prospects and customers with Applied TAM’s built-in marketing plans that allow easy access to coverage information. Remind staff about cross- and up-selling using Applied TAM sticky notes by setting the criteria for a sticky note to appear on a customer's home screen. Easily gauge retention rates via Applied TAM reporting to better understand where staff need to focus sales efforts.

Complete Tasks Faster with the Modern, Intuitive User Interface

Applied TAM's intuitive user interface includes modern navigation and familiar workflows to foster greater productivity. Icons used throughout the system closely reflect the functions they represent, providing consistency across Applied products for natural and efficient workflows.

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

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