Expert Consulting

We offer expert consulting services to maximize your potential in TAM.

Applied staff consultants. Our consultants aren't just technology experts, but thought leaders in agency and brokerage operations. In fact, of the largest brokerage automation companies, we are the only one that has its own group of insurance consulting experts on staff.

Implementation services. When it's time to install your system, you'll work from the beginning with a project lead from our Implementation Services team to ensure that your system is deployed successfully. Get constant communication, coordination with your staff, monitoring and status reporting. We keep you informed and on track.

After your system is installed, you can also turn to us for ongoing assistance to help you configure and optimize your system and improve your business processes for greatest efficiency and profit. Contact our Inside Sales Group at canadasales@appliedsystems.com or 800.387.2028.

Consulting Partners. We augment our own in-house consulting with the services of Consulting Partners – trusted, independent, third-party firms we recommend for their solid understanding of our brokerage management systems, as well as deep industry knowledge. Learn more about our Consulting Partners by visiting the page in our Industry Partners section.