Applied TAM is a cloud-based insurance management solution designed for small and midsize businesses. It offers business process management, risk management, insurance renewals, marketing management and reporting functionalities within a suite. Android and iOS apps are available.
The feature “myTAM” allows users to automate their personal workflows. The product also features sales integration, which allows users to track the performance of sales.
Applied TAM enables users to search for commercial risks for insurance. The solution also provides users with insurance risk appetite information.
Applied TAM features omnichannel customer service, which allows customers to track insurance information using a mobile app and online portal. The product also features compliance management powered by Rhoads PCRM, which allows users to track compliance with producer license standards.
Applied TAM offers integration with different business solutions, such as SharePoint, Microsoft Dynamics, Oracle JD Edwards, PeopleSoft and Citrix e-Signature.
Nathan from EMC
Specialty: Property & Casualty (P&C)
Employees number: 2-10 employees
Good option for large agencies that need more commission tracking than customer detail.
The platform is robust with commission tracking and customer data center, you can also create acord forms from within the application.
Policy downloads through IVANS is a plus.
You cannot easily keep track of clients properties/ vehicles
Ezlynx sync is cumbersome and usually fails.
For large agencies you have to operate applied locally and utilize virtual desktops which makes operation in TAM for remote users very slow. Communication tracking is not good at all.