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# Applied Epic vs Applied TAM Comparison - What are their main differences?

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Applied EpicApplied TAM[+ Add Product](#)

Pricing

**Applied Epic**
No pricing available

**Applied TAM**
No pricing available

**Pricing Insights**
from reviews

Perceived Cost

**Applied Epic**
$$$$$

**Applied TAM**
$$$$$

Average Discount

**Applied Epic**
8%

**Applied TAM**
Not enough reviews yet

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Time to Implement

**Applied Epic** 6 months
Based on 100 responses

**Applied TAM** 6 months
Based on 100 responses

Return on Investment

**Applied Epic** 6 months
Based on 100 responses

**Applied TAM** 6 months
Based on 100 responses

 ![Applied Epic](https://images.g2crowd.com/uploads/product/hd_favicon/a4aba769cca8eebb8b832bbde49bc831/applied-epic.png "Applied Epic")

 ![Applied TAM](https://images.g2crowd.com/uploads/product/hd_favicon/faf69ed029da3803ef4bc3db1c22446c/applied-tam.png "Applied TAM")

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**Pros & Cons**
from reviews

**Applied Epic**
[
Ease of Use (534)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183684&qs=pros-and-cons#reviews)[
Features (219)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182973&qs=pros-and-cons#reviews)[
Learning Curve (173)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182226&qs=pros-and-cons#reviews)[
Complex Process (140)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1184200&qs=pros-and-cons#reviews)

**Applied TAM**
[
Data Management (1)
](https://www.g2.com/products/applied-tam/reviews?filters%5Bsentiment_snippet%5D=2126040&qs=pros-and-cons#reviews)[
Features (1)
](https://www.g2.com/products/applied-tam/reviews?filters%5Bsentiment_snippet%5D=2126066&qs=pros-and-cons#reviews)[
Outdated Design (1)
](https://www.g2.com/products/applied-tam/reviews?filters%5Bsentiment_snippet%5D=2125062&qs=pros-and-cons#reviews)[
Workflow Inefficiency (1)
](https://www.g2.com/products/applied-tam/reviews?filters%5Bsentiment_snippet%5D=2125418&qs=pros-and-cons#reviews)

Integrations

**Applied Epic**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_efcfe787e0b9baea62c5cdf53faa7f42/acs-2000.png "Product Avatar Image")

ACS 2000

](https://www.g2.com/products/acs-2000/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44d2c6c042716493a9a181b4c49c92c6/applied-tam.png "Product Avatar Image")

Applied TAM

](https://www.g2.com/products/applied-tam/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d411eb490c30b3a8eb6bf56f537e4d45/chrome-enterprise.png "Product Avatar Image")

Chrome Enterprise

](https://www.g2.com/products/chrome-enterprise/reviews)[
View all
](https://www.g2.com/products/applied-epic/integrations)

**Applied TAM**
Not enough data

**Ratings**
from reviews

Meets Requirements

**Applied Epic**

**8.6** /10

Based on 1,253 responses

**Applied TAM**

**7.4** /10

Based on 51 responses

Ease of Use

**Applied Epic**

**8.1** /10

Based on 1,928 responses

**Applied TAM**

**7.1** /10

Based on 51 responses

Ease of Setup

**Applied Epic**

**7.4** /10

Based on 1,193 responses

**Applied TAM**

**7.1** /10

Based on 14 responses

Ease of Admin

**Applied Epic**

**7.8** /10

Based on 577 responses

**Applied TAM**

**7.1** /10

Based on 14 responses

Quality of Support

**Applied Epic**

**8.7** /10

Based on 1,530 responses

**Applied TAM**

**7.1** /10

Based on 51 responses

Has the product been a good partner in doing business?

**Applied Epic**

**8.7** /10

Based on 608 responses

**Applied TAM**

**8.2** /10

Based on 14 responses

Product Direction (% positive)

**Applied Epic**

**8.4** /10

Based on 1,197 responses

**Applied TAM**

**5.0** /10

Based on 49 responses

**Features**
ratings from reviews

Insurance Agency Management Systems

**8.4** /10

Based on 1,383 responses

**6.6** /10

Based on 20 responses

User Insights

**Reviewers' Company Size**

Small-Business(50 or fewer emp.)
69.1%

Mid-Market(51-1000 emp.)
25.5%

Enterprise(\> 1000 emp.)
5.4%

Small-Business(50 or fewer emp.)
69.1%

Mid-Market(51-1000 emp.)
25.5%

Enterprise(\> 1000 emp.)
5.4%

Small-Business(50 or fewer emp.)
73.2%

Mid-Market(51-1000 emp.)
25.0%

Enterprise(\> 1000 emp.)
1.8%

Small-Business(50 or fewer emp.)
73.2%

Mid-Market(51-1000 emp.)
25.0%

Enterprise(\> 1000 emp.)
1.8%

**Reviewers' Industry**

[![Applied Epic](https://images.g2crowd.com/uploads/product/hd_favicon/a4aba769cca8eebb8b832bbde49bc831/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews)
Applied Epic

Insurance
88.9%

Accounting
4.6%

Construction
1.6%

Financial Services
0.6%

Information Technology and Services
0.5%

Other
3.8%

[![Applied TAM](https://images.g2crowd.com/uploads/product/hd_favicon/faf69ed029da3803ef4bc3db1c22446c/applied-tam.png "Applied TAM")](https://www.g2.com/products/applied-tam/reviews)
Applied TAM

Insurance
96.4%

Accounting
3.6%

Other
0.0%

Alternatives

**Applied Epic Alternatives**

 ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360")

[
AMS360
](/products/ams360/reviews)

 ![EZLynx](https://images.g2crowd.com/uploads/product/hd_favicon/c2dd2cd7ca9fb278fa655efa2369f5a7/ezlynx-ezlynx.png "EZLynx")

[
EZLynx
](/products/ezlynx-ezlynx/reviews)

 ![QQCatalyst](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst")

[
QQCatalyst
](/products/qqcatalyst/reviews)

 ![Jenesis](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Jenesis")

[
Jenesis
](/products/jenesis/reviews)

**Applied TAM Alternatives**

 ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360")

[
AMS360
](/products/ams360/reviews)

 ![QQCatalyst](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst")

[
QQCatalyst
](/products/qqcatalyst/reviews)

 ![HawkSoft](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "HawkSoft")

[
HawkSoft
](/products/hawksoft/reviews)

 ![EZLynx](https://images.g2crowd.com/uploads/product/hd_favicon/c2dd2cd7ca9fb278fa655efa2369f5a7/ezlynx-ezlynx.png "EZLynx")

[
EZLynx
](/products/ezlynx-ezlynx/reviews)

## Applied Epic vs Applied TAM FAQs

Generated using AI

Last updated: August 14, 2026

### 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.