TAM :: MANAGING YOUR BROKERAGE :: AUTOMATE YOUR BROKERAGE

Transcription

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

2 Applied We like TAM Applied is used TAM by because more brokers it controls than every any aspect other of management our company. software It s the one in solution the insurance that we industry, have; we don t with need its rich, any robust others features, to manage we the could challenges change that more than occur our every management day in our system, agency. we could change EARL KELLY how our company operated. IT systems manager Greene-Hazel & Associates, Inc. DAN AVON National Director Dalton Timmis Insurance Group 2 // :: MANAGING YOUR BROKERAGE ::

3 Growth through automation TO CREATE SUCCESS, brokerages 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 brokerages. Today, businesses face many challenges, including controlling costs, retaining business and keeping processes as efficient as possible. Brokerages 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 brokerages. Applied Systems continues to drive this exchange and bring innovative solutions to the market for your business. THE MOST WIDELY USED BROKERAGE MANAGEMENT SYSTEM Applied TAM is used by more brokerages than any other management software in the insurance industry. By unlocking greater value for insurance brokerages, Applied TAM allows you to drive growth and meet customer service demands. :: MANAGING YOUR BROKERAGE :: // 3

4 Operate business more efficiently WITH IMPROVED, EFFICIENT PROCESSES, your brokerage can increase revenue and effectively grow. Automated processes and streamlined workflows strengthen day-to-day operations, allowing brokers to quickly access information and respond to customer requests. Applied TAM delivers a range of benefits that increase efficiency: > > Improve productivity allow your brokers 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 brokerages 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 brokerage, 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 brokerage in one system 4 // :: MANAGING YOUR BROKERAGE ::

5 Applied TAMOnline not only provides the automated processes that make us a more competitive business to this market, it also has reduced our overall operating expenses. That s a savings we can pass down to our clients. LUCIE FRECHETTE Vice President Business Development Leclerc Insurance :: MANAGING YOUR BROKERAGE :: // 5

6 We always have the most up-to-date version of the system, and that has been a great value to us. Applied s online solutions allow us to focus on better serving our clients. RICHARD SEGUIN Founder Assurance AGS 6 / / :: MANAGING YOUR BROKERAGE ::

7 INCREASE FLEXIBILITY AND SECURITY WITH THE CLOUD The cloud delivers the flexibility and security brokerages need for business today. Cloud technology is rapidly transforming the insurance industry by driving greater connectivity and collaboration among brokerages, insured customers and business partners. Brokers 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 centres to protect your brokerages s valuable customer information and enable brokers to access customer data remotely. Brokerages can also increase data security and provide a flexible business environment when in the cloud. Applied TAMOnline creates improved business continuity with on-demand access to information, allowing brokerages to quickly respond in the event of a disaster. EXPERIENCE THAT SETS THE INDUSTRY STANDARD In 1983, Applied TAM was the first PC-based brokerage management software application introduced to the insurance industry. Today, it is the most widely used and preferred system for growing brokerages, 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 BROKERAGE :: // 7

8 Applied Systems Canada, Inc. 201 Watline Avenue Mississauga, ON L4Z 1P For more information visit appliedsystems.ca Copyright 2013 Applied Systems