#1 most frequent
United States of America
84.2%101 installations of 120
What is Applied TAM?
With Applied TAM, an insurance agent can automate operations and manage client relationships. Applied TAM offers greater visibility into clients and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to client needs.
Categories & Use Cases
Who Buys & Uses Applied TAM
#2 most frequent
Canada
15.0%18 installations of 120
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
0.8%1 installation of 120
Give Applied TAM a try-you won't regret it!
Pros
- TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time.
- I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients.
- Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention.
Cons
- After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience.
Other Software Used
Applied Epic, Zywave HRconnection, Jabber