Applied TAM

Applied TAM (The Agency Manager) is a widely used system for insurance agencies seeking efficient policy servicing. It automates policy renewals, endorsements, and invoicing, storing client data in a centralized database. Built-in rating tools link with carriers for quick quotes. A contact management module organizes leads, tasks, and follow-ups. Users can generate ACORD forms and track eSignatures. Applied TAM also includes an accounting interface for reconciling commissions. With robust carrier integrations and comprehensive workflows, it’s a staple for agencies managing multiple lines of business.