Last updated: Nov 04, 2026
Had built in accounting functions which was good. Review collected by and hosted on G2.com.
Did not have texting or emailing capability. Review collected by and hosted on G2.com.
it kept clients info for years. Was easy to use Review collected by and hosted on G2.com.
The Cost was high and lack of customer support. Review collected by and hosted on G2.com.
Stored customer information, address, phone numbers etc. Review collected by and hosted on G2.com.
system was not user friendly, AMS allows more options on task that are coming up, or that have been completed with a snapshot on the home page. Review collected by and hosted on G2.com.
At the time, it was easy to use. It was heavily activity based and fairly intuitive. If you want to use open activities to control your workload, this is the way to go. However, in comparison to Epic, it is antiquated in the way it looks and connects to other Applied-owned solutions. I do believe it is far superior to Vertafore's AMS system. Review collected by and hosted on G2.com.
It remains in the past and Applied isn't putting the same resources into it as it is into EZLynx and Epic, which are their newer programs. I would look to Applied to phase out TAM over the next few years. Review collected by and hosted on G2.com.
TAM was reasonably easy to use and was not as overwhelming at first glance for new users as Epic can be. TAM has many capabilities and maybe a cost-efficient solution for smaller agencies. For an agency more interested in efficiency and advanced capabilities, Epic is definitely the better solution. Review collected by and hosted on G2.com.
The overall look and navigation of TAM is pretty outdated. After using Epic for several years, going back to TAM is very difficult. However, when using TAM daily, it was easy enough to navigate. TAM is a pretty basic data management system. Review collected by and hosted on G2.com.
What I like most about TAM is how user-friendly it is. Its a 1 stop agency management system. Review collected by and hosted on G2.com.
There is not anything I dislike. It is an easy to use system. Review collected by and hosted on G2.com.
I can hide the inactive policies or coverages that don't pertain to me. Easy Billing Review collected by and hosted on G2.com.
trying to pay and print checks. Accounting reports, the inability to bill to multiple entities on a policy Review collected by and hosted on G2.com.
It was the only system I knew so I did not have anything to compare it to. Review collected by and hosted on G2.com.
It is outdated and not user friendly if you do not know the TAM client code. Review collected by and hosted on G2.com.
I love all the aspects about it. It's very user friendly and easy to keep track of clients and their information. Review collected by and hosted on G2.com.
I'm not sure if it's the IT department or the software but there are things or options that would be nice to quote clients. Such as having an option for an electric central furnace. Review collected by and hosted on G2.com.
It was a local program and not web based Review collected by and hosted on G2.com.
It lacked flexibility and customization. Review collected by and hosted on G2.com.
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