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accounting. Some of the software calculated premiums (i.e.,
rated policies) and transmitted data between independent agencies
and insurance companies (i.e., carriers).
I. TAM
In 1983, Applied Systems released the first version of TAM,
a program designed to automate the day-to-day functions of
independent agencies. Applied Systems sold TAM directly to such
agencies. TAM consisted of three modules: The TAM module, FIM,
and First Rate (i.e., rating module). During the years in issue,
Applied Systems sold the TAM and FIM modules together as one
product and sold First Rate separately. The software ran on IBM-
compatible personal computers (PC’s) and local area networks
(LAN’s).
A. TAM Module
Applied Systems released the first version (i.e., series) of
the TAM module in 1983 and the second and third series by 1989.
The TAM module enabled an agency to search for prospective
clients whose data matched certain criteria, draft personalized
sales letters, generate followup reports, dial telephone numbers,
track appointments, access First Rate (i.e., to calculate
premiums), access FIM (i.e., to fill out forms), process
insurance applications, track policy issuance, enter changes and
claims, run marketing analysis reports, and process renewals.
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Last modified: May 25, 2011