Hear what our customers have to say
Flash VideoDocument Management
Powering business efficiencies
"We have everything that we need to document what our client’s needs are. We can utilize the scanning, the barcoding, the whole e-file segment allows us to be able to service our client the way we need to."
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Sonia Merz
Bokerman Yackee Koesters Ins.
Napoleon, Ohio
Interface
Leveraging data to drive productivity
"By using the Applied system to interface with your carriers you’ve got a lot of efficiency and you actually have more time for sales and relationships with your customer."
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Carolyn Durland
ACORD
Pearl River, New York
Online Management
Access anytime, from anywhere
"Bottom line is we’re not concentrating on computer systems and third party software, we are concentrating on selling insurance."
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Thomas P. English
Boyle, Flagg & Seaman
Tinley Park, Illinois
Customer Support
Support from real people in real time
"The Applied Systems' staff is very prompt, very thorough and we really appreciate everything they do to help us keep the software meeting our needs as an agency."
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Jason Goodpasture
Dillingham Insurance
Enid, Oklahoma
Ease of Use
Take the workload off your agency staff
"We've had great success in terms of teaching our staff...you can really show them how to use all aspects of the system."
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Leslie LeCroix
HUB International
Windsor, Ontario
Grow Your Book of Business
Handle more business with the same resources
"We’ve been able to double our book of business every single year for the last five years."
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Michael Miller
Brightway Insurance
Jacksonville, Florida
Marketing Tools
Turn it on and let your book grow
"We're cross selling a lot, we're using that feature and it really does work."
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Michael Wheeler
D.A. Wheeler & Co., Inc.
Bath, New York
Download Adobe ReaderTAM for Canada
Broker Management & Interface
"The greatest benefit of using TAM is the ability to track everything we are doing in our brokerage. Users have the ability to note all transactions in one broker management system rather than multiple places."
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Dianna George
HUB International
Leamington, Ontario
Integration
Seamless & Complete
". . .from accounting to benefits to personal and commercial. It's the one solution that we have; we don't need any other solutions for most of the problems that occur every day in our agency."
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Earl Kelly III
Greene-Hazel & Associates, Inc.
Jacksonville, Florida
Data Access
Immediate Results
“In today's era of technology, downtime has become critical. One thing I like about TAMOnline is you have your information wherever you are, anytime you need it, anytime you want it."
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Pam Wellington
Wellington Associates, Inc.
Jackson, Mississippi
Productivity
Customer service
"We increased our business by 10 percent using a renewal letter I created with TAM's marketing tools. It really helped getting in front of each client. We were bombarded with calls."
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Sandi Gilley Ashley
Glenwood Insurance Agency
Glenwood Springs, Colorado
Productivity
More accounts
"When I installed TAM for Personal Lines, there were approximately 500 policies per user. We are now up to 1200 per user, and the services we provide are a much higher caliber. This would not have been possible without TAM."
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Darla Valiente
Edgewood Partners Insurance Center (EPIC)
San Mateo, California
Document management
Easy organization
"Having everything in one place drastically reduces the time needed to organize, research and flip through pages."
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Heather Teegarden
Andres O'Neil & Lowe Agency
Bryan, Ohio
Ease of doing business
Carrier communication
"Hands down, Applied Systems is the vendor that most agents AND carriers like."
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Donna Syroid
Evans Insurance
Akron, Ohio