# Applied Epic vs Applied TAM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Applied TAM. Users appreciate its intuitive interface and comprehensive features, with one reviewer noting, "Easy to use, has all the tech that you need, and it is growing with the AI additions as well."
- **Users say** that Applied TAM offers a user-friendly experience, particularly for small businesses. Reviewers highlight its simplicity, stating, "What I like most about TAM is how user-friendly it is. It's a 1 stop agency management system," which can be a strong advantage for agencies looking for straightforward solutions.
- **According to verified reviews** , Applied Epic provides a more robust support system, with users praising the quality of assistance available. One user mentioned, "plenty of tutorials to teach tips and tricks," indicating that the learning curve is well-supported, which can be crucial for new users.
- **Reviewers mention** that while Applied TAM has some useful features, it sometimes struggles with meeting specific workflow needs. Users have pointed out configuration challenges, which can hinder efficiency for agencies with unique requirements.
- **G2 reviewers highlight** the organizational capabilities of Applied Epic, with many noting that "the ability to have all client and policy information in one place is the biggest benefit." This centralization helps improve workflows and overall efficiency, making it a strong contender for agencies managing multiple accounts.
- **Users report** that both products have their strengths, but Applied Epic consistently outperforms in areas like reporting and dashboard functionalities. Reviewers appreciate the detailed insights provided, with one stating that it helps keep workflows organized, which is essential for effective management in a busy agency environment.



---
## Frequently Asked Questions

### What is the difference between Applied TAM vs Applied Epic?

Applied Epic is distinguished from Applied TAM by higher reviewer satisfaction across all major dimensions, a more modern interface, and broader feature strengths.

| [Applied TAM](https://www.g2.com/products/applied-tam/reviews) | [Applied Epic](https://www.g2.com/products/applied-epic/reviews) |
| --- | --- |
| 3.4/5 (56 reviews) | 4.4/5 (1800 reviews) |
| Small-Business | Small-Business |
| 7.1 | 7.4 |
| 7.1 | 8.7 |
| Data Management | Ease of Use (534 all-time mentions) |



### How do the pricing models of Applied TAM and Applied Epic compare?

Applied Epic is rated as the stronger value by reviewers, with higher satisfaction on price and cost-related dimensions.

- **Applied TAM:** In recent reviews, several reviewers cite high cost as a drawback and mention switching to less expensive options.
- **Applied Epic:** Reviewers describe pricing as high but generally feel the value aligns with the platform's capabilities and support.
- **Switching Reason:** Recent Applied TAM reviewers mention switching to alternatives due to cost concerns and lack of support.



### What are the best alternatives to Applied TAM and Applied Epic?

The top three alternatives to Applied TAM and Applied Epic are AMS360, QQCatalyst, and EZLynx.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Applied TAM](https://www.g2.com/products/applied-tam/reviews) | 3.4/5 (56 reviews) | Small-Business | High cost cited as a drawback | Data Management |
| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5 (1800 reviews) | Small-Business | Pricing is high but value aligns with features | Ease of Use |
| [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | Comprehensive feature set |
| [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) | 4.4/5 (671 reviews) | Small-Business | — | User-friendly interface |
| [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (723 reviews) | Mid-Market | — | Modern workflow tools |



### Which Insurance Agency Management Systems features should I prioritize when comparing Applied TAM and Applied Epic?

Buyers comparing Applied TAM and Applied Epic should prioritize Ease of Use, Quality of Support, Workflow Efficiency, Integrations, and Accounting.

- **Ease of Use:** Applied TAM 7.1, Applied Epic 8.1 (534 all-time mentions for Epic)
- **Quality of Support:** Applied TAM 7.1, Applied Epic 8.7
- **Workflow Efficiency:** Applied TAM (recent workflow inefficiency cons), Applied Epic (153 all-time mentions for workflow efficiency)
- **Integrations:** Applied TAM (no recent integration mentions), Applied Epic (133 all-time mentions for integrations, including Indio)
- **Accounting:** Both products are frequently cited for accounting, with reviewers noting built-in accounting functions and ease of control over accounting month in Epic.



### What are the pros and cons of Applied TAM vs Applied Epic?

Applied Epic's headline strength is ease of use, while Applied TAM's is data management for small agencies.

- **Applied TAM strengths:** Data management (recent reviews), user-friendly for small agencies, built-in accounting functions.
- **Applied TAM trade-offs:** Outdated design (all-time mention), workflow inefficiency, high cost, limited integrations, and lack of ongoing updates.
- **Applied Epic strengths:** Ease of use (534 all-time mentions), robust features (215), workflow efficiency (153), integrations (133), and strong organization (151).
- **Applied Epic trade-offs:** Learning curve (173), complex processes (139), excessive clicking (130), slow performance (87), and high pricing.



### Is Applied TAM or Applied Epic better for small businesses?

Applied Epic is the better fit for small businesses, with higher satisfaction and more small-business-focused features.

- **Applied TAM:** Largest segment is Small-Business; reviewers note it is suitable for small agencies but cite outdated design and limited support.
- **Applied Epic:** Largest segment is Small-Business; reviewers highlight ease of use, workflow efficiency, and modern features as advantages for small agencies.



### Which Insurance Agency Management Systems platform has better integrations?

Applied Epic is favored by reviewers for integrations, with significantly more integration mentions and recent positive feedback.

- **Applied TAM:** No recent reviewer-cited integrations.
- **Applied Epic:** Indio integration (44 all-time mentions), Applied TAM integration (20 all-time mentions), and 133 all-time mentions for integrations overall.



### How do Applied TAM and Applied Epic compare on customer support?

Applied Epic outperforms Applied TAM on Quality of Support by a material margin of 1.6 points (8.7 vs 7.1).

- **Applied TAM:** Reviewers report inconsistent support experiences, with some citing lack of support and others noting helpfulness in specific cases.
- **Applied Epic:** Reviewers consistently praise knowledgeable and responsive support, with many citing top-notch customer service and helpful training resources.



### Which is easier to implement, Applied TAM or Applied Epic?

Applied Epic and Applied TAM are rated in near parity on Ease of Setup, with Applied Epic at 7.4 and Applied TAM at 7.1.

- **Applied TAM:** Reviewers describe setup as straightforward for small agencies, with some noting ease of customization and onboarding.
- **Applied Epic:** Reviewers report a learning curve and initial setup challenges, but many highlight available tutorials and support resources that aid implementation.



### Which product has better Accounting?

Applied Epic is rated higher for Accounting, with more recent reviewer praise for accounting controls and reconciliation features.

- **Applied TAM:** Reviewers note built-in accounting functions and ease of use for basic accounting needs.
- **Applied Epic:** Reviewers highlight ease of control over the accounting month, direct bill commission reconciliation, and frequent mention of accounting features in recent reviews.



| | Applied Epic | Applied TAM | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 3.4 out of 5 | 
| **Total Reviews** | 1,802 | 56 | 
| **Largest Market Segment** | Small-Business (74.7% of reviews) | Small-Business (73.2% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (523 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (168 reviews)
- Complex Process (139 reviews)

### Applied TAM

Pros:
- Data Management (1 reviews)
- Features (1 reviews)

Cons:
- Outdated Design (1 reviews)
- Workflow Inefficiency (1 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | Applied TAM | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1213 reviews) | 7.4 (51 reviews) | 
  | **Ease of Use** | 8.1 (1599 reviews) | 7.1 (51 reviews) | 
  | **Ease of Setup** | 7.4 (1161 reviews) | 7.1 (14 reviews) | 
  | **Ease of Admin** | 7.8 (553 reviews) | 7.1 (14 reviews) | 
  | **Quality of Support** | 8.7 (1170 reviews) | 7.1 (51 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (583 reviews) | 8.2 (14 reviews) | 
  | **Product Direction (% positive)** | 8.4 (1171 reviews) | 5.0 (49 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Applied TAM

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 8.1/10 | 1060 |
| **Applied TAM** | 6.6/10 | 20 |

#### Administration

| Feature | Applied Epic | Applied TAM | 
|---|---|---|
| **Accounting** | 7.7 (782 reviews) | 6.5 (9 reviews) | 
| **Contact Management** | 8.6 (932 reviews) | 7.2 (13 reviews) | 
| **Commissions** | 8.1 (790 reviews) | 6.7 (11 reviews) | 
| **Sales Tools** | 7.2 (679 reviews) | 5.0 (10 reviews) | 
| **Reporting & Statistics** | 7.9 (852 reviews) | 6.2 (14 reviews) | 
| **Payment Processing** | 7.5 (666 reviews) | 6.5 (10 reviews) | 
| **Email Integration** | 8.1 (868 reviews) | 6.8 (14 reviews) | 
| **Task Management** | 8.6 (888 reviews) | 7.1 (15 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Forms Management** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 

#### Insurance Documentation

| Feature | Applied Epic | Applied TAM | 
|---|---|---|
| **Claims Management** | 8.1 (789 reviews) | 6.0 (12 reviews) | 
| **Insurance Policy Management** | 9.0 (978 reviews) | 8.2 (18 reviews) | 
| **Invoicing & Receipts** | 8.2 (833 reviews) | 7.2 (15 reviews) | 
| **Electronic Signatures** | 7.8 (699 reviews) | 5.6 (11 reviews) | 
| **Client Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Applied Epic | Applied TAM | 
|---|---|---|
| **Client Portal** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Commission Calculations** | Not enough data | Not enough data | 
| **Insurance Rating** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Property & Casualty** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Life & Health** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)




---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | Applied TAM | 
|---|---|---|
| **Small-Business** | 74.7% | 73.2% | 
| **Mid-Market** | 21.1% | 25.0% | 
| **Enterprise** | 4.2% | 1.8% | 

### By Industry

#### Applied Epic

- **Insurance:** 92.1%
- **Accounting:** 3.3%
- **Construction:** 1.0%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.5%
- **Automotive:** 0.2%
- **Banking:** 0.2%
- **Commercial Real Estate:** 0.2%
- **Consumer Services:** 0.2%
- **Airlines/Aviation:** 0.1%
- **Other:** 1.6%

#### Applied TAM

- **Insurance:** 96.4%
- **Accounting:** 3.6%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1069 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (164 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)

### Alternatives to Applied TAM

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1069 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (164 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)

---
## Top Discussions

### Applied Epic

- Title: [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) — 4 comments, 1 upvote
  > **Top comment:** "We changed to recording direct bill rather than reconciling about two years ago.  It has been much more efficient for our accounting department.  We have set..."
- Title: [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) — 3 comments, 1 upvote
  > **Top comment:** "Taxes and fees are processed as transactions to a policy.  You can add custom transactions in Configure>Accounting>Transaction Codes."
- Title: [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) — 2 comments, 1 upvote
  > **Top comment:** "If you forward to me your email address I can send to you the Criteria that I use for both."
- Title: [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) — 1 comment
  > **Top comment:** "Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who..."
- Title: [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) — 1 comment, 1 upvote
  > **Top comment:** "We use line status to track new business.   You probably have a specific line status you use for new business right?   This status is available in the..."

### Applied TAM

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-epic-vs-applied-tam)