List of Applied TAM Customers
University Park, 60484, IL,
United States
Since 2010, our global team of researchers has been studying Applied TAM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Applied TAM for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Applied TAM for Agency Management include: Duncan Financial Group, a United States based Insurance organisation with 100 employees and revenues of $10.0 million, Kocman Insurance Group, a United States based Insurance organisation with 30 employees and revenues of $3.0 million, Carr Agency, Inc, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Applied TAM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
The Applied TAM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Carr Agency, Inc | Insurance | 10 | $1M | United States | Applied Systems | Applied TAM | Agency Management | 2017 | n/a | In 2017, Carr Agency, Inc implemented Applied TAM for Agency Management. Applied TAM serves as the primary Agency Management platform for this 10-employee, Michigan-licensed personal lines insurance agency operating across multiple states, centralizing policy administration, billing, payment capture, and document workflows to ensure policy information is consistently accurate and complete prior to entry. The Applied TAM implementation emphasized policy data validation and structured data-entry workflows, billing and accounts receivable capabilities to support complex billing summaries, payment processing functions, and document imaging to manage incoming and outgoing mail. Functional responsibilities supported by Applied TAM include data processing, answering a multi line phone system, explaining complex billing summaries to agents and customers, processing payments, and routine administrative and clerical duties tied to policy servicing. Operational coverage used Applied TAM as the single source of truth for communications with clients, underwriters, agency partners, lien-holders, and municipal facilities, enabling staff to coordinate problem resolution and client outreach from within the system. Governance focused on standardized data-entry checks and role-based access controls, with staff proficiency in the Applied TAM management system documented as part of ongoing operational procedures. | |
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Duncan Financial Group | Insurance | 100 | $10M | United States | Applied Systems | Applied TAM | Agency Management | 2015 | n/a | In 2015, Duncan Financial Group implemented Applied TAM as its Agency Management platform. The insurance firm based in the United States, with roughly 100 employees, centralized core policy administration and client account management workflows into Applied TAM to support agency operations and underwriting support. Implementation emphasized using Applied TAM as the authoritative system for policy records and customer data capture. Applied TAM was configured to handle policy entry and client lifecycle management, leveraging category-aligned capabilities such as policy data capture, document management, commission tracking, and workflow orchestration. Configuration work focused on business rules, role based access controls, and automation of routine entry tasks to standardize agency processing and reduce manual variance. Duncan Financial Group entered policies in Applied TAM and Epic Management Systems, operating a dual system policy entry model that required procedural governance and data reconciliation between systems. Operational coverage spanned agency operations and underwriting support, with governance measures including standardized policy entry procedures, centralized data stewardship, and end user training to manage cross system workflows. | |
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Kocman Insurance Group | Insurance | 30 | $3M | United States | Applied Systems | Applied TAM | Agency Management | 2014 | n/a | In 2014, Kocman Insurance Group implemented Applied TAM, the Applied Systems Agency Management application. Kocman Insurance Group is a United States insurance agency of about 30 employees with approximately $3,000,000 in revenue, and Applied TAM was provisioned to centralize agency operations and client records under an Agency Management platform. Applied TAM was configured around core agency management capabilities including policy administration, client and contact management, renewal and endorsement workflow, commission tracking, and document management. Configuration emphasized role based access and administrative controls appropriate for a small agency, with internal proficiency in Applied Systems and TAM used to operate system administration, user provisioning, and standard reporting. The deployment focused on operational areas of sales, service, and back office administration, with governance centered on centralized client record stewardship and workflow driven policy lifecycle management. |
Buyer Intent: Companies Evaluating Applied TAM
- Miller & Miller Insurance, a United States based Insurance organization with 12 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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