About Applied TAM
Applied TAM is a broker management software from Applied Systems that automates business processes for independent insurance brokers. It combines features like Applied Riskhandler, Applied Rating Hub, and advanced cloud-based technology so users can efficiently manage their operations. This platform is designed to simplify the complexities of insurance management, providing brokers and insurtechs with essential tools for better decision-making and service delivery. With its modern approach, Applied TAM supports various insurance functionalities and ensures brokers can easily access and manage critical information. Key capabilities: Applied Riskhandler Applied Rating Hub Cloud-based technology Business automation Comprehensive reporting Best for: independent insurance brokers that need effective broker management and operational automation.
Applied TAM by Applied Systems is a comprehensive broker management system (BMS) designed to enhance efficiency and streamline operations for insurance brokers. The platform provides an all-in-one solution for managing client relationships, policies, claims, and agency workflows, helping brokerages improve productivity and client service. Applied TAM is equipped with various features, including client relationship management (CRM), policy management, automated workflows, reporting and analytics, and insurer integrations. It is widely used in markets where Applied Systems has a presence, primarily in North America and the UK. While specific details regarding supported currencies and languages may require direct inquiry with the vendor, its global reputation suggests a focus on flexibility and adaptability to different business environments. With its extensive capabilities, Applied TAM aims to support both small independent brokers and large national brokerages, making it a versatile solution for the insurance industry. From a user interface perspective, Applied TAM is designed with practicality in mind. While not necessarily the most modern or visually appealing software, its structured, menu-driven layout allows users to access different modules efficiently.
Pros & Cons
- +• Tracking and Management: Applied TAM is effective for tracking client data, commissions, and important policy information. It helps with organizing client details, employee activities, and invoicing, which can be crucial for avoiding errors and omissions claims.
- +• Insurance Management: The software is generally good for core insurance agency functions like policy management and accounting. Some users find it easy to navigate and use for these purposes.
- +• Customer Service: Several reviewers highlight positive experiences with Applied TAM's customer service.
- −• Outdated Interface: A common complaint is that the software feels outdated and has a clunky, non-intuitive interface. This can impact ease of use and efficiency.
- −• Limited Functionality: Some users find that the software lacks flexibility and advanced features, especially in areas like reporting, benefits management, and task tracking beyond basic insurance functions.
- −• Glitches and Crashes: Several reviewers mention experiencing glitches, crashes, and limitations like not being able to open two attachments simultaneously. This can disrupt workflows and cause frustration.
- −• Server-Based System: Being server-based rather than cloud-based is seen as a drawback by some users, potentially impacting accessibility and remote work capabilities.
Features
Key features
- • Process Management and Automation
- Automates frequently used workflows to improve employee efficiency.
- • Multichannel Customer Service
- Integrates with customer self-service portals and mobile apps for anytime, anywhere access to policy information.
- • Integrated Trading
- Allows quoting and binding of P&C insurance from within the daily workflow, eliminating the need for multiple systems.
- • Attachment Filters
- Provides a way to filter attachments, likely for easier management and search.
Additional features
- • Assign Activity Code
- Enables the assignment of activity codes, possibly for tracking and reporting purposes.
- • Hidden Applications Search
- Offers a search function for hidden applications, suggesting a way to manage and access less frequently used tools.
- • Personal and Commercial Indicator
- Indicates whether a policy is personal or commercial, aiding in quick identification and sorting.
- • Broker Indicator on Introducer Detail
- Displays a broker indicator on introducer details, which is likely relevant for commission tracking or referral management.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Applied TAM
Applied TAM is a broker management software from Applied Systems that automates business processes for independent insurance brokers. It combines features like Applied Riskhandler, Applied Rating Hub, and advanced cloud-based technology so users can efficiently manage their operations. This platform is designed to simplify the complexities of insurance management, providing brokers and insurtechs with essential tools for better decision-making and service delivery. With its modern approach, Applied TAM supports various insurance functionalities and ensures brokers can easily access and manage critical information. Key capabilities: Applied Riskhandler Applied Rating Hub Cloud-based technology Business automation Comprehensive reporting Best for: independent insurance brokers that need effective broker management and operational automation.
Applied TAM Details
Applied TAM's In-App Market Place
Does Applied TAM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Cad (C$), Aud (A$), Jpy (¥), Chf (CHF), Hkd (HK$), Sgd (S$), Nzd (NZ$), Sek (SEK), Ils (₪), Rub (₽), Inr (₹), Try (₺), Krw (₩), Zar (R)
Pros & Cons
- • Tracking and Management: Applied TAM is effective for tracking client data, commissions, and important policy information. It helps with organizing client details, employee activities, and invoicing, which can be crucial for avoiding errors and omissions claims.
- • Insurance Management: The software is generally good for core insurance agency functions like policy management and accounting. Some users find it easy to navigate and use for these purposes.
- • Customer Service: Several reviewers highlight positive experiences with Applied TAM's customer service.
- • Outdated Interface: A common complaint is that the software feels outdated and has a clunky, non-intuitive interface. This can impact ease of use and efficiency.
- • Limited Functionality: Some users find that the software lacks flexibility and advanced features, especially in areas like reporting, benefits management, and task tracking beyond basic insurance functions.
- • Glitches and Crashes: Several reviewers mention experiencing glitches, crashes, and limitations like not being able to open two attachments simultaneously. This can disrupt workflows and cause frustration.
- • Server-Based System: Being server-based rather than cloud-based is seen as a drawback by some users, potentially impacting accessibility and remote work capabilities.
Applied TAM's Support Options
Contact
+1 708-534-5575Applied TAM's Alternatives
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