Agency Management Systems

The right technology at the right time.

Applied Systems IS agency management technology. Every day, nearly 700 dedicated Applied Systems professionals apply their considerable skills and expertise toward a common purpose: To help you protect your technology investment. Our most important commitment is to supply quality products that exceed your current and evolving needs, providing the power to make you more profitable®.

Applied Systems offers an agency management system appropriate for you, whether you are:

  • small or large
  • basic to ultra-complex
  • just starting up or managing a conglomerate
  • operating online or on a local area network

Core Systems

The Agency Manager ® (TAM) is the key factor to successfully manage and grow your book of business. Find out why TAM is renowned for efficient, relevant workflows that enable CSRs to quickly and effectively carry out your agency business. From the start, TAM development has been driven by agent input, making it rich in features and functions to foster the highest levels of service in your organization. TAM is the right technology choice for the vast majority of insurance-selling organizations.

Vision ® delivers advanced features that specially suit your complex accounting and other needs. If yours is a large agency or brokerage, you will particularly appreciate Vision’s capacity to manage business complexities while delivering the security and performance your businesses demands. Also, Vision is the ideal technology for managing your unique needs related to specialty lines of business and nontraditional niche markets.

DORIS ™ is a complete online agency management system providing the fundamental features, functions, and workflows essential to initiating agency automation. These features can be accessed from any computer with Remote Desktop capability. DORIS is the ideal choice for agencies wanting to leave the technical side of maintaining a system to the professionals at an affordable price.

Ancillary Products

fax@vantage ® is the only desktop faxing solution that integrates with TAM, Vision, and DORIS, allowing CSRs to complete instant and simultaneous tasks that used to require more time and several steps.

InScope ® enables customers and producers to view portions of their policies and initiate various activities at anytime via the Internet. InScope functions as a 24/7 CSR.

 
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