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1 TAM :: MANAGING YOUR AGENCY :: AUTOMATE YOUR AGENCY

2 We like Applied TAM because it controls every aspect of our company. It s the one solution that we have; we don t need any others to manage the challenges that occur every day in our agency. EARL KELLY IT Systems systems Manager manager Greene-Hazel & Associates, Inc. 2 // :: MANAGING YOUR AGENCY ::

3 Growth through automation TO CREATE SUCCESS, agencies must capitalize on today s changing insurance marketplace and deliver new and innovative ways to do business. While customers expect greater access to information and more control over their insurance decisions, carrier partners are seeking stronger relationships and better integration with their agencies. Today, businesses face many challenges, including controlling costs, retaining business and keeping processes as efficient as possible. Agencies require a single software system to support evolving business requirements and drive profitability. Technology enables rapid information exchange throughout the insurance lifecycle to provide optimum value to agencies. Applied Systems continues to drive this exchange and bring innovative solutions to the market for your business. THE MOST WIDELY USED AGENCY MANAGEMENT SYSTEM Applied TAM is used by more agencies than any other management software in the insurance industry. By unlocking greater value for insurance agencies, Applied TAM allows you to drive growth and meet customer service demands. :: MANAGING YOUR AGENCY :: // 3

4 Operate business more efficiently WITH IMPROVED, EFFICIENT PROCESSES, your agency can increase revenue and effectively grow. Automated processes and streamlined workflows strengthen day-to-day agency operations, allowing agents to quickly access information and respond to customer requests. Applied TAM delivers a range of benefits that increase efficiency: > > Improve productivity allow your agents to sell more insurance, service clients more easily and optimize operational productivity > > Increase profits create additional volume and sales, without raising your operating expenses > > Strengthen carrier relationships provide better communication between agencies and carriers, adding increased efficiency and information exchange for faster customer service > > Reduce risk eliminate E&O exposure prevalent with manual workflows > > Meet industry regulation standards ensure data and customer records are accurate, consistent and current A ROBUST, INTUITIVE WORKFLOW Applied TAM offers a feature-rich, highly functional solution that combines an intuitive user interface with detailed prospect, client and policy management workflows. > > Customizable workflows set up predefined, step-by-step workflows that can be used across the agency, ensuring consistency in processes > > Robust carrier interface populate customer and policy information automatically and effortlessly > > 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 agency in one system 4 // :: MANAGING YOUR AGENCY ::

5 Applied Systems has been fantastic with any support we ve needed. KARYN SEIBERT ROELING Associate Agent Keith Seibert Insurance Agency :: MANAGING YOUR AGENCY :: // 5

6 Data security is very important, and that reason alone makes the Applied TAMOnline environment an option that all agencies should consider. JOHN GAGE Systems Administrator Knight-Crockett Miller Insurance 6 / / :: MANAGING YOUR AGENCY ::

7 INCREASE FLEXIBILITY AND SECURITY WITH THE CLOUD The cloud delivers the flexibility and security agencies need for business today. Cloud technology is rapidly transforming the insurance industry by driving greater connectivity and collaboration among agencies, insured customers and business partners. Agencies are selecting cloud-based computing to provide substantial IT cost savings, enhance flexibility and increase data security. Applied TAMOnline leverages Applied s state-of-the-art data centers to protect your agency s valuable customer information and enable agents to access customer data remotely. Agencies can also increase data security and a flexible business environment when in the cloud. Applied TAMOnline creates improved business continuity with on-demand access to information, allowing agencies to quickly respond in the event of a disaster. EXPERIENCE THAT SETS THE INDUSTRY STANDARD In 1983, Applied TAM was the first PC-based agency management software application introduced to the insurance industry. Today, it is the most widely used and preferred system for growing agencies, providing automated processes, enhanced productivity and increased profits. For the last 30 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. Since 1983, Applied Systems has been at the forefront of insurance technology, leading the way through innovation. By automating the insurance lifecycle, our people and products allow the insurance industry to fulfill its promise to safeguard and protect the things that matter most in people s lives. :: MANAGING YOUR AGENCY :: // 7

8 Applied Systems, Inc. 200 Applied Parkway University Park, IL For more information visit appliedsystems.com Copyright 2013 Applied Systems

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