Likelihood to Recommend A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.
Read full review Any commercial insurance agency that struggles with having their insureds manage schedules that are needed to make sure things are properly insured. So if you have fleets of vehicles and drivers, lots of inland marine equipment, multiple locations, Wunderite would be a great way to help your agency manage this for your insureds.
Read full review Pros TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time. I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients. Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention. Read full review Schedule of vehicles, drivers, equipment Applications for renewals Property schedule with location data specific to each location. Read full review Cons After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience. Read full review Cross matching forms from the data that is stored. Be nice if the information populated into the supplemental forms Submission function - allowing for us to submit the forms & applications directly to the carriers from Wunderite API integration with more CMS's Read full review Alternatives Considered I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.
Read full review Wunderite provides a cleaner user interface for our agency and our insureds. The ability to manage schedules with our insureds is a clear winner. We were looking for something we could use with our clients to manage their assets.
Broker Buddha was better at cross-form mapping, so their forms process is much better
Read full review Return on Investment Positive - ability to keep calibrate with our clients on their schedules. Helping us make sure we have the correct information insured. Positive - Ability to see renewal applications from one year to the next and not have to recreate the applications from scratch. Saving time and effort. Read full review ScreenShots