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Teich Data Services, LLC has been providing automated solutions to TAM agencies since 1998.  Experience our time saving solutions today!

Teich Data Services LLC provides data services to insurance agencies utilizing Applied System’s The Agency Manager® (TAM) product. Our services provide electronic solutions to assist agencies with:

 

  • TAM to TAM data extractions and mergers
  • Third party system customer and billing screen import into TAM
  • TAM fiscal year change with no loss of general ledger information
  • Budget import from Excel to TAM
  • Combine or reassign agencies, branches and/or departments
  • For more information on the above services:    More Info
  • Custom programming to meet a one time or ongoing agency need.   Custom Programming Examples

 

Services are usually performed using remote connection to the agency network so that agency data does not leave the agency’s network.  Your staff’s time is important, so every effort will be made to schedule work that requires your staff to be out of TAM outside of your normal business hours. 

 

Additionally, Teich Data Services has designed several applications to assist TAM agencies to monitor and maintain their TAM data.  These include:

·         Data Retention/Data Reduction Application

 Application Details

 Application Documentation

·         Producer Commission Reassignment Tool

 Application Details

 Application Documentation

·         TAM Field Cleanup Application 

 Application Details

 Application Documentation

·         TAM Application Field Cleanup Tool

 Application Details

  Application Documentation

·         General Ledger Tune Up

 Application Details

  Application Documentation

·         Billing Screen Reassignment Tool (aka Billing Screen on Steroids)

 Application Details

 Application Documentation

·         Department Synchronization and Assignment Tool

 Application Details

 Application Documentation

·         Comprehensive CSR Reassignment Tool

 Application Details  

 Application Documentation

·         TAM Journal Entry Upload Tool

 Application Details

 Application Documentation

·    Inactivate TAM Customers (TAM 2013)

 Application Details

  Application Documentation

 

 

 

·         Custom programming to meet a one time or ongoing agency need


 Custom Programming Examples


      Application Order Form:

         TDS Application order Form 

        

Your staff’s time is important, so every effort will be made to schedule work that requires your staff to be out of TAM outside of your normal business hours.


Contact Randy at randy@teichdataservices.com or 512-426-7769 for additional information.