Applied TAM Features

Tracking and reporting various financials

As reported in 13 Applied TAM reviews. Storing and organizing client contact information

As reported in 11 Applied TAM reviews. Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

As reported in 10 Applied TAM reviews. Organizing sales representatives' pipelines and tracking the sales process

Compiling visual representations of various types of data 14 reviewers of Applied TAM have provided feedback on this feature.

As reported in 10 Applied TAM reviews. Processing credit card and bank payments

Accessing and sending emails via the platform 14 reviewers of Applied TAM have provided feedback on this feature.

Based on 15 Applied TAM reviews. Assigning tasks to employees in order to organize and track productivity

As reported in 12 Applied TAM reviews. Organizing and processing customers' insurance claims

As reported in 17 Applied TAM reviews. Maintaining policy and customer information

Creating and organizing insurance invoices and payment receipts 15 reviewers of Applied TAM have provided feedback on this feature.

Sending electronic documents to clients to sign and return electronically This feature was mentioned in 11 Applied TAM reviews.