CSR24 and TAM® Now Sync to Free Up Agents’ Time for More Customer Service

Insurance agents who provide self-service access for their insureds now have the technology to manage activities initiated by consumers and to reallocate time saved to customer service.

Chicago, IL, June 28, 2011 --(PR.com)-- As more independent insurance agents accommodate customers who want direct access to their own policy information and insurance forms, a new automated function makes it easy for agents to track and report on all activities initiated by policyholders.

Artizan Internet Services today announced availability of Artizan-TAM SyncSM, the feature that automatically records activity from Artizan’s customer access solution, CSR24®, into TAM®, the flagship agency management solution from insurance technology company Applied Systems. The synchronization of the two solutions results in significant efficiencies in agency operation: Agency time once spent on updating activities can now be devoted to client service.

The Sync automatically creates an activity log in TAM whenever a policyholder uses CSR24 to make a routine change request of the agency, or to obtain documentation including a certificate of insurance or an auto ID card.

“The synchronization of the two systems helps our staff automate processes and reduce the amount of data entry, and to get things done more efficiently,” said Judy Dzwigal, automation coordinator for Lutgert Insurance in Naples, FL. The agency is a long-time user of TAM and CSR24.

“Best of all, the Sync feature increases our capacity to service our clients,” Dzwigal said. “This feature is a huge time saver to our account managers when processing more complex certificates. As a result, our account managers spend less time updating activities and more time attending to our clients’ needs.”

TAM and CSR24 have integrated for some time, decreasing agencies’ data entry time and E & O exposure. The new Sync facilitates an even higher rate of internal efficiency, according to Richard H. Roy, president of Artizan Internet Services, an Applied Systems company.

“Ways to increase internal efficiencies within their businesses is always a hot topic for the agents and brokers we work with,” Roy said. “Those agents using Artizan’s CSR24 understand the positive impact of online customer service. Now, those who use CSR24 along with TAM will appreciate the decrease in internal processing time and the ability to re-focus their newfound time on customer service.”

Ultimately, the Sync helps agencies achieve greater customer satisfaction, said Applied Systems Chairman and CEO James P. Kellner: “The synchronization of these two solutions enables agents to have consistent, faster and more cost-effective tracking of customer service activities, and that means they can satisfy customer needs with greater ease and confidence.”


Artizan Internet Services, an Applied Systems company, is the leading provider of Web-based solutions for the insurance industry. Artizan’s unique suite of programs provides online client access, website design, certificate compliance and electronic publishing solutions. In addition, Artizan also provides custom development services to address specific business challenges. Artizan delivers the highest level of quality, efficiency and customer satisfaction to agents and brokers www.artizan.com.

Applied Systems, Inc. develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. More than 130,000 users in 11,000 agencies of every size and complexity level use Applied Systems solutions built around insurance agency software TAM®, Epic™, Vision®, and DORIS™. In addition, Applied Systems is recognized as a pioneer in advancing agent-carrier communication, continuing its longstanding work to promote download and real-time technology. www.appliedsystems.com
Applied Systems, Inc.
Sheryl Feminis
800.999.5368 ext. 22259
Christen Kelley
Marketing Specialist
Artizan Internet Services