Applied TAM

What is Applied TAM?

Applied TAM is a comprehensive cloud-based agency management software designed to empower small to midsize insurance businesses in streamlining their daily operations and client relationships. As one of the most widely used management systems in the world, second only to the industry-leading Applied Epic, Applied TAM offers unparalleled visibility and control over your clients and day-to-day activities

Highlights

• Streamlined Risk Management: Automate insurance renewals, compliance tracking, and other critical operational tasks through a unified portal
• Enhanced Sales Integration: Track the performance of sales teams and establish custom workflows to optimize manual processes
• Robust Authentication: Manage multiple logins, passwords, and download connections securely through Single Sign-On (SSO) authentication
• Extensive Integrations: Seamlessly connect Applied TAM with a wide range of third-party applications and business solutions, including Oracle JD Edwards, Citrix e-Signature, SharePoint, PeopleSoft, and Microsoft Dynamics.