Applied TAM

Mastering Applied TAM

Test your knowledge of Applied TAM with this engaging quiz designed for insurance professionals. Challenge yourself across various topics related to customer management systems and reporting, and see how well you understand the intricacies of the platform.

11 Thought-Provoking Questions
Multiple Choice and Open-Ended Formats
Ideal for Insurance Agents and Professionals

11 Questions3 MinutesCreated by EngagingAgent102

Applied TAM customers are most likely to switch to which of these management systems?

Applied DORIS

Applied EPIC

AMS360

EZLYNX

Which of these name fields in TAM has a character limit?

Customer Name

Customer Heading

Customer Attention

None of the Above

Carl is onboarded to an agency and added to TAM with a Commercial Lines worker's comp policy. A year later, Carl cancels his worker's comp policy, but adds a Personal Lines home policy. Which of the below account numbers is most likely to belong to Carl?

CARLMA1

CARLCL1

CARLM-1

CARLPL1

Which of these tabs will be inaccessible for editing after you save a User-Defined report?

Criteria

Fields/Sort

Report Selection

None of the Above

Which of these tabs will you want to select if you are having issues finding the agents' previously-built User Defined Reports?

User-Defined

Reports

Search/Searches

Dashboard

The agent has stated they want to get going sending surveys as early as possible. Which of these name fields are we least likely to use to determine Commercial customers' full names when mapping this report?

Cust_Name

Cust_Hdg

Cust_Attn

Con_fname + Con_lname

Although you can create separate reports for Personal Lines customers and Commercial Lines customers, we do not advise it. Why?

Rocket Referrals can't use filters for Commercial Lines data with any management system

Rocket Referrals can't use two different sets of product data for the same customer

You cannot make separate reports for Personal and Commercial lines in Rocket Referrals

Running two different reports each time is more time-consuming than cleaning up the data

This customer is using the Contact Name fields to determine names in Rocket Referrals. However, a customer named "Rebecca Ann Hilton Anderson" received an email addressed to "Edith", which is the name of her daughter. Which of the following ways of preventing this is LEAST LIKELY to apply?

Make sure Edith is not listed as the Primary contact in the TAM Contact Detail

Mapping Cust_Hdg to Nickname

Mapping Cust_Hdg to Full Name

Ignore Contact Names altogether

Explain in your own words why we might not want to look at the "Con_fname" and "Con_lname" fields when mapping this report.

Explain how you would map and filter this customers' data in the short-term. Bonus points if you can list some longer-term considerations for this customer as well. (Feel free to list steps or bulletpoints)

Applied TAM

Mastering Applied TAM

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