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Applied TAM description
Applied TAM is insurance agency management software designed to streamline your agency's operations and improve efficiency. It helps manage client information, automates workflows like processing policies, and provides insights into your business. With features like insurer connectivity and targeted marketing tools, Applied TAM aims to simplify daily tasks and help you sell more effectively. It's a widely used system in the insurance industry, offering a range of features for managing a modern agency.
Who is Applied TAM best for
Applied TAM streamlines insurance agency operations, managing client data, automating workflows, and offering insurer connectivity. Users praise its ease of use for core functions and reliable client data storage. However, some find the interface outdated and lacking customization. Ideal for small to medium agencies seeking improved efficiency and client management.
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Best fit for small to medium-sized agencies.
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Specifically designed for insurance agencies.
Applied TAM features
| Supported Client portal allows secure access to policy information and other documents. |
| Supported Applied TAM automates workflows to reduce manual tasks and enhance efficiency. |
| Supported Applied TAM stores client contact details, policy data, and communication logs. |
| Supported Applied TAM supports document management related to policies and client information. |
| Supported Applied TAM supports direct connections with insurance carriers for streamlined data exchange. |
Applied TAM reviews
We've summarised 55 Applied TAM reviews (Applied TAM G2 reviews) and summarised the main points below.
- Easy to use and learn for basic functions.
- Effective for storing client information and policy details.
- Reliable for managing a large client database.
- Good document management and activity reporting.
- Helpful for keeping records organized and accessible.
- Outdated interface and navigation, making it difficult to use after experiencing modern systems.
- Lack of flexibility and customization options.
- Limited integrations with other software, especially newer Applied products.
- Data entry can be redundant, requiring manual input in multiple places.
- Occasional technical issues like slowness, freezing, and server problems.
Applied TAM pricing
The commentary is based on 3 reviews from Applied TAM G2 reviews.
Applied TAM does not have publicly available pricing information. Applied Systems recommends EZLynx Management System as an alternative, but pricing information for this product is also not available.
Users sentiment
See the Applied TAM pricing page.
Applied TAM alternatives
EZLynxBetter for larger enterprises. Has a comparative rater feature. More suitable for construction or IT businesses. Has faster website traffic growth but slower employee growth. Offers text messaging features.Read more
The Agency AdvantageHas stronger customer service and is growing faster. Offers document storage but lacks automated workflows and carrier connectivity. Some users report performance issues. An Applied TAM competitor and alternative.Read more
Applied EpicBetter for larger enterprises. Cloud-based with stronger reporting, integrations, and a more modern interface. More complex workflows and potentially higher cost.Read more
Zywave Sales Cloud SolutionsMore sales-focused than Applied TAM, particularly for lead management and client retention.Read more
LignaBetter for marketing agencies needing CRM, project management, and CMS. A more integrated solution but harder to implement. Positive pricing sentiment.Read more
JenesisHas a more user-friendly interface. Offers better customer support. Is growing faster. Applied TAM alternative. Applied TAM competitor.Read more
Applied TAM FAQ
What is Applied TAM and what does Applied TAM do?
Applied TAM is agency management software designed for insurance agencies to streamline operations and boost efficiency. It helps manage client info, automate policy processing, and offers business insights. Applied TAM simplifies daily tasks and selling with insurer connectivity and marketing tools.
How does Applied TAM integrate with other tools?
Applied TAM offers limited integrations, especially with newer Applied products. This lack of integration can create data silos and manual data entry. It connects with insurance carriers for streamlined data exchange.
What the main competitors of Applied TAM?
Alternatives to Applied TAM include EZLynx, Applied Epic, The Agency Advantage, NextAgency, and Jenesis. These competitors offer similar features such as client management, policy tracking, and automation tools for insurance agencies.
Is Applied TAM legit?
Applied TAM seems legitimate software, offering features for client management, workflow automation, and insurer connectivity. However, user reviews on G2 mention an outdated interface and limited integrations as downsides. Consider exploring alternatives like EZLynx or Applied Epic for potentially more modern options.
How much does Applied TAM cost?
I couldn't find pricing details for Applied TAM. Contact Applied TAM directly to discuss product pricing and determine if the product is worth the investment for your needs.
Is Applied TAM customer service good?
Applied TAM's customer service receives mixed reviews. Some users appreciate the availability of online chat and call-back options, while others find the support lacking and slow to resolve issues. There are also mentions of high costs associated with the support provided.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.