March 27, 2018
Score 10 out of 10
We use applied TAM at my company throughout. I used to work in claims and I would use TAM to create an accord form and process claims, create activities, and make notes and attach important documents. When I worked in transportation it was a HUGE accessory to us. Now that I'm in benefits - I feel like TAM is more ample and based around transportation than it is benefits. But I still use it and love it.
- 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.
- 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.
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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.