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Compare Applied Epic and Applied TAM 
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At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicApplied 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 TAMSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Applied Epic excels in Quality of Support, with a score of 8.8, while Applied TAM falls short at 7.1. Reviewers mention that the support team is responsive and knowledgeable, making it easier to resolve issues quickly.
- Reviewers say that Applied Epic's Claims Management feature is robust, scoring 8.0, compared to Applied TAM's 6.0. Users highlight the automated workflow management and real-time claim tracking as standout features that streamline the claims process.
- G2 users mention that Applied Epic offers superior Email Integration with a score of 8.1, while Applied TAM only scores 6.8. Reviewers appreciate the seamless connection with email platforms, which enhances communication and task management.
- Users on G2 report that Applied Epic's Reporting & Dashboards functionality is significantly better, scoring 7.8 compared to Applied TAM's 6.2. Reviewers say the analytics dashboards provide valuable insights that help in decision-making.
- Reviewers mention that Applied Epic shines in Task Management, scoring 8.4, while Applied TAM scores 7.1. Users appreciate the intuitive task assignment features that help teams stay organized and efficient.
- Users say that Applied Epic's Policy Management feature is highly rated at 8.9, compared to Applied TAM's 8.1. Reviewers highlight the ease of managing policies and the comprehensive documentation that supports compliance and tracking.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableApplied TAM
No pricing availableFree Trial
Applied Epic
No trial information availableApplied TAM
No trial information availableRatings
Meets Requirements
8.6
1,012
7.4
50
Ease of Use
8.1
1,401
7.1
50
Ease of Setup
7.3
986
7.1
14
Ease of Admin
7.7
440
7.1
14
Quality of Support
8.8
974
7.1
50
Has the product been a good partner in doing business?
8.6
457
8.2
14
Product Direction (% positive)
8.6
1,004
5.1
48
Features by Category
Administration
7.5
709
6.5
9
8.5
782
7.2
13
8.0
719
6.7
11
7.1
648
5.0
10
7.8
767
6.2
14
7.3
611
6.5
10
8.0
766
6.8
14
8.4
778
7.1
15
Insurance Documentation
8.0
726
6.0
12
8.9
813
8.1
17
8.1
750
7.2
15
7.7
653
5.6
11
Categories
Categories
Shared Categories
Applied Epic and Applied TAM are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
Applied TAM has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
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
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Insurance
96.4%
Accounting
3.6%
‐
‐
‐
Other
0.0%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
Applied TAM has no discussions with answers
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