Applied TAM

A detailed illustration of a digital management system dashboard featuring applied TAM fun<wbr>ctionalities, with icons representing customer management and reporting tools, in a modern, sleek design.

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
We can automate email imports from Applied TAM into Rocket Referrals.
True
False
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)
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