Compare AgencySmart and Applied TAM 
Featured Products
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
$49.00
No pricing available
AgencySmart
Star Rating
(39)4.8 out of 5
Market Segments
Small-Business (94.7% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00
Browse all 13 pricing plansApplied TAM
Star Rating
(55)3.4 out of 5
Market Segments
Small-Business (72.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied TAMAgencySmart vs Applied TAM
When assessing the two solutions, reviewers found AgencySmart easier to use, set up, and administer. Reviewers also preferred doing business with AgencySmart overall.
- Reviewers felt that AgencySmart meets the needs of their business better than Applied TAM.
- When comparing quality of ongoing product support, reviewers felt that AgencySmart is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of AgencySmart over Applied TAM.
Pricing
Entry-Level Pricing
AgencySmart
Basic Quoting
$49.00
30-Day Free Trial Available
($44 for NAHU Members)
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs
Applied TAM
No pricing availableFree Trial
AgencySmart
Free Trial is available
Applied TAM
No trial information availableRatings
Meets Requirements
9.8
27
7.4
50
Ease of Use
9.8
28
7.1
50
Ease of Setup
9.5
18
7.1
14
Ease of Admin
9.5
18
7.1
14
Quality of Support
9.6
31
7.1
50
Has the product been a good partner in doing business?
9.9
18
8.2
14
Product Direction (% positive)
10.0
27
5.1
48
Features by Category
Platform Data
9.5
7
Not enough data
9.7
6
Not enough data
9.0
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
9.7
5
Not enough data
7.7
5
Not enough data
Not enough data
Not enough data
Platform Content
9.3
5
Not enough data
Platform Administration
Feature Not Available
Not enough data
9.4
17
Not enough data
8.5
17
Not enough data
8.8
18
Not enough data
9.7
17
Not enough data
9.2
12
Not enough data
9.6
19
Not enough data
Platform Basics
9.5
18
Not enough data
Platform Documentation
8.5
13
Not enough data
Feature Not Available
Not enough data
9.8
19
Not enough data
8.6
16
Not enough data
Administration
Not enough data
6.5
9
9.5
7
7.2
13
9.7
6
6.7
11
9.5
7
5.0
10
10.0
6
6.2
14
Not enough data
6.5
10
8.9
6
6.8
14
8.8
7
7.1
15
Insurance Documentation
Not enough data
6.0
12
10.0
7
8.1
17
Not enough data
7.2
15
8.0
5
5.6
11
Categories
Categories
Shared Categories
AgencySmart and Applied TAM are categorized as Insurance Agency Management Systems
Unique Categories
AgencySmart is categorized as Health Insurance Software, Life Insurance Policy Administration Systems, and Life & Health Insurance Agency Management
Applied TAM has no unique categories
Reviews
Reviewers' Company Size
AgencySmart
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Applied TAM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
92.1%
Health, Wellness and Fitness
2.6%
Financial Services
2.6%
Airlines/Aviation
2.6%
‐
Other
0.0%
Insurance
96.4%
Accounting
3.6%
‐
‐
‐
Other
0.0%
Discussions
What is AgencySmart used for?
1 Comment
Official Response from AgencySmart
AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,...Read more
AgencySmart has no more discussions with answers
Applied TAM has no discussions with answers
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