# Applied Epic vs Applied TAM Comparison --- ## AI Generated Summary - **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher score compared to Applied TAM. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow. - **Users say** that Applied TAM is recognized for its user-friendly interface, making it easy to manage client information and billing. However, it struggles to keep pace with the advanced functionalities and integrations that Applied Epic offers, which can enhance productivity for users looking for more comprehensive solutions. - **Reviewers mention** that Applied Epic provides exceptional support and resources, with many finding the online tutorials particularly helpful for navigating workflows and client management. In contrast, users of Applied TAM have expressed a desire for more extensive support options to address their needs effectively. - **According to verified reviews** , Applied Epic's commitment to evolving technology, including investments in AI, has impressed users. This evolution allows for seamless integration with tools like Office 365 and Adobe, which is a significant advantage over Applied TAM, where users have noted limitations in integration capabilities. - **Users highlight** that while both products cater primarily to small businesses, Applied Epic's higher ratings in areas like task management and reporting tools indicate a more robust offering for users who require detailed analytics and efficient task handling compared to Applied TAM. - **G2 reviewers note** that Applied TAM, while appreciated for its straightforward approach, may not meet the evolving needs of users who require more advanced features and flexibility, which Applied Epic consistently delivers, making it a more future-proof choice for growing agencies. | | Applied Epic | Applied TAM | |---|---|---| | **Star Rating** | 4.4 out of 5 | 3.4 out of 5 | | **Total Reviews** | 1,564 | 56 | | **Largest Market Segment** | Small-Business (71.6% 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 (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 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 (1018 reviews) | 7.4 (51 reviews) | | **Ease of Use** | 8.1 (1409 reviews) | 7.1 (51 reviews) | | **Ease of Setup** | 7.3 (993 reviews) | 7.1 (14 reviews) | | **Ease of Admin** | 7.7 (441 reviews) | 7.1 (14 reviews) | | **Quality of Support** | 8.8 (979 reviews) | 7.1 (51 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 8.2 (14 reviews) | | **Product Direction (% positive)** | 8.5 (1010 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** | 7.9/10 | 865 | | **Applied TAM** | 6.6/10 | 20 | #### Administration | Feature | Applied Epic | Applied TAM | |---|---|---| | **Accounting** | 7.5 (715 reviews) | 6.5 (9 reviews) | | **Contact Management** | 8.5 (785 reviews) | 7.2 (13 reviews) | | **Commissions** | 8.0 (723 reviews) | 6.7 (11 reviews) | | **Sales Tools** | 7.1 (650 reviews) | 5.0 (10 reviews) | | **Reporting & Dashboards** | 7.8 (771 reviews) | 6.2 (14 reviews) | | **Payment Processing** | 7.3 (614 reviews) | 6.5 (10 reviews) | | **Email Integration** | 8.0 (772 reviews) | 6.8 (14 reviews) | | **Task Management** | 8.4 (782 reviews) | 7.1 (15 reviews) | #### Insurance Documentation | Feature | Applied Epic | Applied TAM | |---|---|---| | **Claims Management** | 8.0 (729 reviews) | 6.0 (12 reviews) | | **Policy Management** | 8.8 (821 reviews) | 8.2 (18 reviews) | | **Invoicing & Receipts** | 8.1 (754 reviews) | 7.2 (15 reviews) | | **Electronic Signatures** | 7.7 (654 reviews) | 5.6 (11 reviews) | --- ## 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** | 71.6% | 73.2% | | **Mid-Market** | 23.7% | 25.0% | | **Enterprise** | 4.8% | 1.8% | ### By Industry #### Applied Epic - **Insurance:** 91.7% - **Accounting:** 3.6% - **Construction:** 1.1% - **Financial Services:** 0.7% - **Information Technology and Services:** 0.3% - **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 (937 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (700 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (561 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 (102 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) ### Alternatives to Applied TAM - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (561 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 (700 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) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 reviews) - [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 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)