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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 customers 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. Your staff doing the work will be happier and so will your customers.

Key Benefits

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    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.

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    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.

Capabilities

  • Process Management and Automation

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

  • Multichannel 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 anytime, anywhere.

  • Integrated Trading

    Quote and bind P&C from within your daily workflow. Not only will this eliminate the time and money spent managing multiple systems, but it will also allow you to service customers faster.

What's New

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    Attachment Filters
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    Assign Activity Code
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    Hidden Applications Search
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    Personal and Commercial Indicator
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    Broker Indicator on Introducer Detail
 

Hear What Our Customers Say

Stanhope Cooper was wasting valuable time on manual processes like re-keying information between applications. Learn how the broker uses a single system to reduce time spent on administrative tasks and better respond to customer needs.

Watch Customer Story

Related Resources

Related Products

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    Insurance broker management software

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  • Applied CSR24

    Online and mobile customer self-service technology.

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  • Applied Mobile

    Mobile application for insurance agents.

    View Product

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.