How will your business benefit from using TAM?

TAM's rich functionality, developed through our staff's own industry experiences and input from agencies and brokerages, is designed to boost productivity and help you sell more insurance.

• True single-entry system. All TAM modules are integrated, so data is entered once in any part of the system and it is simultaneously created in all parts. Productivity increases because staff members save time and effort. Another benefit: Reduced E&O exposure.
• Powerful marketing tools. Develop strategic, targeted campaigns. View a customer file and see all policies and issuing carriers to easily identify renewal, cross-selling and upselling opportunities.
• Intuitive workflows. Issue binders, print auto ID cards, or add new lines to current policies in a few easy steps. Issuing new policies is simple and quick. Automation allows you to improve communication to prospects, customers and business partners.
• Integrated imaging, faxing and email. Use e-filing to manage documents most efficiently. Scan attachments to the client file at the policy level with one easy workflow. Batch-scan and create bar codes to index attachments, or view incoming faxes and attach to the client's e-file.
• Single-client e-file. One client file stores every policy component and can be accessed anytime, from anywhere for immediate fax or email. This also reduces your E&O exposure.
• Full accounting and general ledger. Generate invoices and statements with TAM's accounting module. Track and reconcile agency payables, record payments and returns, and build financial statements that allow you to compare to previous-year total and budget figures.
• Integration with third-party software. From within TAM, navigate to other programs you need to conduct business daily.
• Customizable features. Set up agency- and user-defined workflows. Designate consistent procedures, streamline processes, increase efficiency, lower E&O exposure, and improve new employee training.