Applied Systems Increases Automation and Client Connectivity with Applied TAM 2015
Applied Systems today announced the introduction of Applied TAM 2015, the latest release of the most widely used agency and brokerage management system, to Canadian,
Applied TAM provides any agency or brokerage the ability to better automate daily operational processes, management of client policy information and connectivity with carriers and insurers, enabling an entire agency or brokerage to be more productive and focus on their core business of client relationships and selling insurance. Through an automated and easy-to-navigate interface, Applied TAM offers greater visibility into clients and day-to-day agency and brokerage operations to reduce time spent on administrative tasks, decrease errors and omission risk, provide a seamless employee onboarding and training experience, and better respond to client needs. Applied TAM automates more independent insurance brokerages than any other agency or brokerage management system.
Key enhancements for the latest release of Applied TAM include:
• Enhanced Claims Download management: Applied TAM 2015 allows U.S. users to download, view, and store carrier claim descriptions independently of the agency or brokerage's claim description, providing users a complete view of the claims filing. Additionally, Claims Suspense enables users to multi-select and assign suspense items associated to the same claim in a single click, increasing staff productivity.
• Increased integration with Applied CSR24 and Applied MobileProducer: With this latest release of Applied TAM, agencies and brokerages can now make carrier Activity Notes or insurer eDocs viewable to clients through Applied CSR24 and to producers who use Applied MobileProducer, reducing time spent on duplicative actions and improving client servicing capabilities.
• Enhanced usability: Policy Quick View 2.0 has been expanded with additional views of lines of business, including Watercraft, Inland Marine, and Personal Umbrella, streamlining workflows for increased efficiency and quicker client servicing. Additionally, new client data purge capabilities allow an agency or brokerage to eliminate all system data for specific clients or prospects based on parameters, such as a specific timeframe or inactivity, increasing compliance with corporate data retention policies and guidelines and minimizing time-consuming, individual tasks to delete this data.
• Integrated Premium Finance: Initially focused on the
"To drive organic growth in today's increasingly competitive marketplace, leading agencies and brokerages require advanced software to automate operations, providing them more time to focus on multichannel servicing for their clients and prospects," said
About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. Automating the insurance lifecycle for more than 140,000 insurance professionals, 12,000 agencies and brokerages, and 450 carriers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.
Read the full story at http://www.prweb.com/releases/2015/07/prweb12845037.htm
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