Solutions for Insurance Management
Our systems comprise all the functionality needed to run a brokerage. We draw on our deep insurance business knowledge to create fully integrated systems from the ground-up -- not cobbled together by purchasing pieces from other vendors. That allows us to deliver systems that work exactly the way your business needs to work.
Our systems comprise the functionality listed below, integrated and configured in different ways to suit varying brokerage sizes and structures. In addition to these functions in TAM, some of our systems include applications that extend additional functionality.
Accounting: Accounting functions provide the scorecard for your business performance and give you the means to manage it, including assets, liabilities, revenues, expenses, gains and losses. Everything is preconfigured for the insurance industry, and effective brokerage operation.
- General Ledger
- Transactions
- Reconciliations
Customer Relationship Management (CRM): The insurance business is about relationships. We help you manage ongoing, personalized communication in a timely and appropriate way.
- Contact management (including clients and prospects)
- Sales force automation
- Business partner relationship
- Activity logs, diaries of actions and notes
- Automated processing
- Workload balancing
Application processing/policy servicing: Policies are the heart of your business, and everything in our systems is built around helping you sell and service policies successfully and efficiently.
- Policy detail
- Application creation (standard or custom forms) and submission
- Certificates/binders/EOP
- Change requests
- Auto ID cards
- Cancellations
- Claims
- Summary of insurance
- Marketing/renewal management
Integration and collaboration services: Access to more and better information at the point of service leads to enhanced business opportunities.
- Policy download
- Broker download
- Real time
- Rating
- Premium finance
- Email/fax distribution
Reporting/analytics: We allow your agency or brokerage to monitor performance, maintain business service levels, and better manage your business overall.
- Operational reporting
- Marketing searches
- Ad hoc reporting
- Business intelligence
Document management: The insurance business is a document-intensive industry; with our systems your document information is organized, available, archived and secure.
- Attachments
- Proposals
- Document templates
- Scanning workflows
Systems services: Overall system performance and ongoing optimization makes certain that every solution works — and keeps working — well.
- Security management
- Auditing
- Client usage counts