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.
Increase selling opportunities through marketing campaigns
About Applied TAM
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.
Specifications
Business Size
Mid-Market
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Automate daily operations
Standardize workflows via myTAM to automate daily business functions and lower operating expenses.
Deliver omnichannel customer service options
Enhance customer self-service with 24/7 customized document sharing via online client portals and mobile applications.
Connect with insurer partners
Access new markets and automate policy information exchange with your insurers without having to leave the system.
Increase selling opportunities through marketing campaigns
Focus marketing campaigns for account rounding and cross-sell and upsell opportunities.
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