Applied TAM Software
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.
-
Associate accounts -
Policy line growth -
Mobile app
Supported Operating System(s):
Web browser (OS agnostic), Windows 10
1 Review of Applied TAM
Nathan from EMC
Specialty: Property & Casualty (P&C)
Employees number: 2-10 employees
January 2018
January 2018
Enterprise level organization for agencies
Good option for large agencies that need more commission tracking than customer detail.
Pros
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.
Cons
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.
