TAM :: MANAGING YOUR BROKERAGE :: AUTOMATE YOUR BUSINESS

Transcription

1 TAM :: MANAGING YOUR BROKERAGE :: AUTOMATE YOUR BUSINESS

2 Our state-of- the-art UK data centre increases our support for UK customers, enhances the performance of Applied TAM online and provides a platform to rapidly deliver new products to the market. TIM SANDER Vice President IT and Cloud Services Applied Systems 2 / / :: MANAGING YOUR BROKERAGE ::

3 Increase flexibility and security with the cloud THE CLOUD DELIVERS THE FLEXIBILITY AND SECURITY businesses need for business today. Cloud technology is rapidly transforming the insurance industry by driving greater connectivity and collaboration among brokers, insured customers and business partners. Brokers are selecting the cloud to enhance flexibility, increase data security and provide substantial IT cost savings, Applied TAM Online utilises state-of-the-art Applied data centres, including a dedicated UK facility, to protect your valuable customer information and enable you to access customer data remotely. Applied data centres provide secure access and 24/7 monitoring to ensure customer data is protected at all times. Applied data centres hosted environment includes: > > High availability platform in a purpose built Tier 3+ facility with 99.9 percent uptime to provide anytime access to your data > > Uninterruptable power supply, site redundancies and 24/7 monitoring to protect your data > > Solid-State SAN storage technology for increased performance and reliability > > Advanced data encryption to prevent accidental loss of sensitive or protected information > > SSAE16, CSAE 3416 or ISAE 3402 audited to ensure you stay in compliance :: MANAGING YOUR BROKERAGE :: // 3

4 Grow your business through automation INSURANCE BROKERS FACE NEW CHALLENGES in a changing marketplace where innovation is essential. Insurance customers now expect greater access to information and more control over their insurance decisions, while insurer partners look for opportunities to build stronger relationships with their brokers. To be successful today, brokers need a single software system to support these evolving business requirements and drive profitability. OPERATE YOUR BUSINESS MORE EFFICIENTLY Applied TAM is used by more brokers than any other management software in the insurance industry. With more efficient workflows, your business can increase revenue and effectively grow. Automating your business with Applied TAM strengthens day-to-day operations, allowing brokers to quickly access information and respond to customer requests. > > Improve productivity enable your business to sell more insurance, service clients more easily and optimise operational productivity > > Increase profits create additional volume and sales, without raising your operating expenses > > Reduce risk eliminate exposure to the errors and omissions prevalent with manual workflows > > Meet industry regulation standards ensure data and customer records are accurate, consistent and current STREAMLINE ROBUST, INTUITIVE WORKFLOWS Applied TAM offers a feature-rich, highly functional solution that offers an intuitive user interface with detailed prospect, client and policy management workflows. > > Customisable workflows set up predefined, step-by-step workflows that can be used across the business, ensuring consistency in processes > > Marketing build your book of business and always stay connected with your customers through Applied TAM s marketing capabilities > > Integrated accounting manage all financial aspects of your business in one system 4 // :: MANAGING YOUR BROKERAGE ::

5 Applied We like TAM Applied offers TAM flexibility because that it controls enables us every to work aspect more of our efficiently company. and It s increase the one the solution quality that of we service have; we we provide don t need to our any customers. others manage Applied the TAM challenges has provided that us occur a single every platform day in our to integrate agency. and run our businesses. EARL KELLY IT systems manager MARK Greene-Hazel BAMKIN & Associates, Inc. Director BHIB Ltd. :: MANAGING YOUR BROKERAGE :: // 5

6 Simplify e-trading of SME business APPLIED TAM is a sophisticated brokerage management system that gives you control of your insurance business on a central platform, incorporating all customer and policy administration and accounting functionality into one solution. By eliminating the need to connect with multiple insurer sources to obtain premiums, Applied TAM improves productivity. By utilising Commercial Lines or Personal Lines workflows in the Applied TAM system, you reduce the re-keying of customer information and create easily viewable documentation and an auditable trail. Commercial and Personal Lines are fully integrated within Applied TAM and allow you to: > > Easily compare quotations with a complete e-trading solution > > Increase productivity through access to multiple insurers > > Integrate finance facilities > > Deliver fulfilment and point-of-sale documentation in real-time using intuitive workflows > > Eliminate re-keying and duplication of effort > > Provide premium overrides in Commercial and Personal Lines > > Adjust commission levels in Commercial Lines > > Access integrated postcode lookup and vehicle search functionality > > Full credit card facility, enabling you to take payment using a method convenient to your customers 6 // :: MANAGING YOUR BROKERAGE ::

7 DELIVER COMPREHENSIVE REPORTS Applied TAM Reporter Pro utilises bespoke reporting, SQL database management and reporting services for enhanced overall reporting. Reports can be built from unlimited types of data with outputs that can be scheduled and distributed automatically. > > Applied consultants provide support to extract data and meet all bespoke reporting requirements > > To enhance bordereaux reporting, client, policy, custom dec page risk data and transaction data can be easily combined and exported to Excel, PDF, CSV and XML formats > > Applied SQL conversion utility is fully automated and can be scheduled to run both overnight and manually, ensuring that your data outputs are always up to date Applied TAM Reporter Lite supplements your existing report suite with critical time-saving reports essential to your business. Using the new SQL conversion utility, the report bundles provide users with consolidated reporting. With Applied TAM Reporter Lite, your business gains access to a comprehensive suite of reports utilising industry-standard SQL database interrogation tools. IMPROVE BUSINESS INTELLIGENCE WITH ADVANCED REPORTING Applied TAM Analytics employs industry-standard SQL database management and interrogation techniques, providing brokers with improved reporting capabilities. Benefits include: > > Enhanced data mining and business intelligence > > More than 50 SQL views written by Applied TAM database experts > > Access to all data library tables > > Link to other databases to provide complete MI > > Reports available in a printed format, PDF or Microsoft Excel and delivered via EXPERIENCE THAT SETS THE INDUSTRY STANDARD As brokers face new challenges and customer demands, Applied Systems continues to lead the market with innovative products, services and expertise that improve the business of insurance. By automating the insurance lifecycle, our people and products allow the insurance industry to fulfil its promise to safeguard and protect the things that matter most in people s lives. :: MANAGING YOUR BROKERAGE :: // 7

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