# Applied TAM Reviews **Vendor:** Applied Systems **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 3.4/5.0 **Total Reviews:** 56 ## About Applied TAM As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system. ## Applied TAM Pros & Cons **What users like:** - Users value the **ease of report management** in Applied TAM, appreciating the simplicity in handling data effectively. (1 reviews) - Users value the **yearly feature updates** from Applied TAM, enhancing the overall experience and usability of reports. (1 reviews) **What users dislike:** - Users find the platform **old and out of date** , leading to inconsistent workflows and lacking necessary process enforcement. (1 reviews) - Users face **workflow inefficiencies** due to the platform's outdated nature and lack of enforced processes. (1 reviews) ## Applied TAM Reviews ### 1. Strong Built-In Accounting, But Missing Texting and Emailing **Rating:** 3.5/5.0 stars **Reviewed by:** Jonathan C. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Applied TAM?** Had built in accounting functions which was good. **What do you dislike about Applied TAM?** Did not have texting or emailing capability. **What problems is Applied TAM solving and how is that benefiting you?** Making certificates of insurance was easy. ### 2. Tam was just ok **Rating:** 2.5/5.0 stars **Reviewed by:** Todd M. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Applied TAM?** it kept clients info for years. Was easy to use **What do you dislike about Applied TAM?** The Cost was high and lack of customer support. **What problems is Applied TAM solving and how is that benefiting you?** Nothing at this time we switched to a less expensive option ### 3. Sales Director **Rating:** 2.5/5.0 stars **Reviewed by:** David C. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Applied TAM?** Stored customer information, address, phone numbers etc. **What do you dislike about Applied TAM?** 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. **What problems is Applied TAM solving and how is that benefiting you?** none ### 4. TAM was fine for the time, but things have advanced and Epic is the way to go. **Rating:** 1.5/5.0 stars **Reviewed by:** Kristen F. | Chief Integration Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Applied TAM?** 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 antequated in the way it looks and connects to other Applied-owned solutions. I do believe it is far superior to Vertafore's AMS system. **What do you dislike about Applied TAM?** 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 Appled to phase out TAM over the next few years. **What problems is Applied TAM solving and how is that benefiting you?** It was solving our need for one place to store all our records - policy information and documents. We only had to go to one source once we went paperless which increased our team productivity. ### 5. TAM may be a cost efficient solution **Rating:** 2.5/5.0 stars **Reviewed by:** Amber H. | Training and Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Applied TAM?** 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. **What do you dislike about Applied TAM?** 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. **What problems is Applied TAM solving and how is that benefiting you?** I am not a current user of TAM (other than pulling occasional past information), so I am not sure what updates they are working on. Applied is an excellent group to work with, so I am sure they are problem-solving. ### 6. Easy to use agency management system. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2022 **What do you like best about Applied TAM?** What I like most about TAM is how user-friendly it is. Its a 1 stop agency management system. **What do you dislike about Applied TAM?** There is not anything I dislike. It is an easy to use system. **What problems is Applied TAM solving and how is that benefiting you?** TAM allows us to notate customer accounts as a checks and balances system and its benefical. ### 7. Tam Review **Rating:** 4.0/5.0 stars **Reviewed by:** Roberta T. | P&C Insurance Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Applied TAM?** I can hidethe inactive policies or coverages that don't pertain to me. Easy Billing **What do you dislike about Applied TAM?** trying to pay and print checks. Accounting reports, the inability to bill to multiple entities on a policy **Recommendations to others considering Applied TAM:** Yes it you are a small insurance organization. **What problems is Applied TAM solving and how is that benefiting you?** cant think of any. Which is why we stitch to AMS360 ### 8. TAM Basics **Rating:** 1.0/5.0 stars **Reviewed by:** Jill H. | Financial operation specialist, Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2022 **What do you like best about Applied TAM?** It was the only system I knew so I did not have anything to compare it to. **What do you dislike about Applied TAM?** It is outdated and not user friendly if you do not know the TAM client code. **Recommendations to others considering Applied TAM:** consider switching to AMS360 for ease of use **What problems is Applied TAM solving and how is that benefiting you?** I have realized that we needed to keep our data clean and make notes and references outside of the system. ### 9. TAM is very good to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2022 **What do you like best about Applied TAM?** I love all the aspects about it. It's very user friendly and easy to keep track of clients and their information. **What do you dislike about Applied TAM?** I'm not sure I'd 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. **What problems is Applied TAM solving and how is that benefiting you?** I dont have any real problems with it. I always find what I need to do with my job to make it fit and work for me. It definitely makes it easy to be productive. ### 10. TAM **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Applied TAM?** It was a local program and not web based **What do you dislike about Applied TAM?** It lacked flexibility and customization. **What problems is Applied TAM solving and how is that benefiting you?** The program helps for insurance agents but lacked the customization that we needed. ### 11. Good for insurance professional and **Rating:** 4.5/5.0 stars **Reviewed by:** Veronica H. | ACSR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about Applied TAM?** The best features are the form letters and being able to attach them to each client. The stick notes and activities help all of us knowing what we did for customer **What do you dislike about Applied TAM?** The only thing I don't like is in the event we get locked out we need to call in. There should be an automated thing **Recommendations to others considering Applied TAM:** It is user friendly and good for our industry **What problems is Applied TAM solving and how is that benefiting you?** It has solved giving us proof of sending a memo or letter with date stamp etc ### 12. There are better platforms **Rating:** 2.5/5.0 stars **Reviewed by:** Heather Reis C. | Marketing & Claims Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Applied TAM?** For the amount of time we are on this system - I liked the simple layout... that is it. **What do you dislike about Applied TAM?** I was not too fond of the way applications were pulled, nor did I enjoy the way that items had to be attached in the system. The billing was okay but not as easy as the other platforms. **What problems is Applied TAM solving and how is that benefiting you?** We no longer use this platform; the problem that it solved was keeping the agency organized and flowing. ### 13. If it's not broke, don't fix it! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Applied TAM?** I have been using Applied TAM for over 5 years now. The system is clean, accurate, and easy to navigate even for someone with no experience in the industry. It has every function imaginable to keep your records up to date and accessible such as invoicing, downloads, billing, and document storage. **What do you dislike about Applied TAM?** The attachments are sometimes difficult to find if there are many and you are looking for something done many years ago. It can be time consuming to sift through them all. Also, the coding system is difficult to change/update if you need to change the way a new account was entered due to marriage/divorce etc. **What problems is Applied TAM solving and how is that benefiting you?** Everything we need is in one place. All documents, billing info, notes that apply to a particular client. Very easy to see the entire picture all at once instead of having to search through multiple files. We can conglom commercial and personal accounts which is also a huge bonus. ### 14. Applied TAM - Outdated **Rating:** 0.5/5.0 stars **Reviewed by:** Richard O. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2019 **What do you like best about Applied TAM?** Applied TAM has very few features that I like. One that comes to mind is probably the ability to see past memos that were created. You're also able to function while using it and I'm sure it was very feature-rich back 10-20 years ago **What do you dislike about Applied TAM?** Applied TAM is way overdue for a refresh, though Applied EPIC has made that clear by completely abandoning its support. One of the major cons of using Applied TAM is that the data integration with other software such as Epic is very difficult to manage. Also, much of the data is not centralized, meaning that if you input information in one spot, you will have to manually input the information again elsewhere. **What problems is Applied TAM solving and how is that benefiting you?** Applied TAM is used for our insurance agency's customer relationship management. Compared to paper documentation, it's more efficient. ### 15. A good cloud solution **Rating:** 3.5/5.0 stars **Reviewed by:** Dave W. | Agent/ IT support, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2019 **What do you like best about Applied TAM?** The virtual environment makes it convenient to access vital information wherever we are. If I travel to a satellite office, I can still access my personal virtual desktop. **What do you dislike about Applied TAM?** The restrictions inside the virtual environtment. Right click is disabled, so moving and transferring files can sometimes be rather tedious. Storage capacity may be an issue in the future, as our database is constantly growing. When we run out, it's up to us to go through records individually and delete any unnecessary files. **What problems is Applied TAM solving and how is that benefiting you?** TAM has made keeping track of customer conversations much easier. We can track when we talked to them and what was said. ### 16. My growing hate / love relationship with TAM **Rating:** 2.5/5.0 stars **Reviewed by:** Louise C. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2019 **What do you like best about Applied TAM?** That I can search for clients in multiple ways **What do you dislike about Applied TAM?** The new update! I hate it. Too much lag time now **Recommendations to others considering Applied TAM:** Check out the version that doesn't require ETfile. **What problems is Applied TAM solving and how is that benefiting you?** manages and organizes clients easily ### 17. This was a great program before Epic was released - Now outdated. **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2019 **What do you like best about Applied TAM?** Reports are easy to manage. However, there is not a lot of extra functionality within the reports themselves. There are new features that come out yearly from Applied for TAM. **What do you dislike about Applied TAM?** Old, out of date platform. Applied Epic is a much better product, but is expensive to implement. It is easy for everyone not to do the same workflows. There is nothing to "force" processes. **What problems is Applied TAM solving and how is that benefiting you?** Good for small insurance agency for management system. ### 18. Applied TAM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2019 **What do you like best about Applied TAM?** The best thing about TAM is that it is easy to use once you have customized it and use it for a while. It makes attaching, setting reminders, making notes, and using Acords very easy. **What do you dislike about Applied TAM?** There is a learning curve to this this software. When making activities and using Acords I wish there were more ways to customize software. **Recommendations to others considering Applied TAM:** This is a well priced and easy to use software. I recommend it to others. **What problems is Applied TAM solving and how is that benefiting you?** TAM helps us speed up our processes and gives us more time to spend with our clients. ### 19. Very nice insurance tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sean Z. | Account executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Applied TAM?** It is very easy to use. Fast if you need to rush something to the client, ex. COI, binder. It also very powerful in terms of keeping all the records and policies. When you need anything, you can find it very fast. **What do you dislike about Applied TAM?** The company stops update this application. So this application is kind of outdated. **What problems is Applied TAM solving and how is that benefiting you?** It provide us easy way to control all the insurance accounts in the company. ### 20. Powerful software but interface is a little clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Michelle M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2019 **What do you like best about Applied TAM?** The software is very robust and has great document management and activity reporting. **What do you dislike about Applied TAM?** Without buying additional features, you cannot bulk email certificates to the cert holders. **Recommendations to others considering Applied TAM:** It is a very robust product with robust capabilities, but I believe EPIC's interface is more intuitive and easier to navigate. **What problems is Applied TAM solving and how is that benefiting you?** We have all users on TAM and everyone is very skilled with using the system. It is a great source of information, especially when covering for another person who is out of the office. ### 21. TAM REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2019 **What do you like best about Applied TAM?** It’s a customer portal as well as a finance portal as well. You do not need to have two different servers. You can have a customers finances attached to euro policy **What do you dislike about Applied TAM?** Really outdated. One of the programs that is very useful but also lags a lot **What problems is Applied TAM solving and how is that benefiting you?** Financing, storing customers files, record keeping for customers ### 22. Very outdated, clunky interface **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2019 **What do you like best about Applied TAM?** I liked the choice of activity codes. There were plenty to choose from to fit whatever you were doing. Also liked the highly editable applications. **What do you dislike about Applied TAM?** The interface is very outdated and clunky. Searchability was also not great. **What problems is Applied TAM solving and how is that benefiting you?** Agency management software. It helped eliminate paper files. ### 23. Tool very quick to learn **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2019 **What do you like best about Applied TAM?** It seems difficult at first but is actually very easy to navigate and use. Never bugs! **What do you dislike about Applied TAM?** Not as colorful as we'd want, like Epic for example, but it does the job it needs! **What problems is Applied TAM solving and how is that benefiting you?** quick to find clients, make changes, add notes, and follow ups. Makes room for mistakes smaller ### 24. tam usage in insurance **Rating:** 3.5/5.0 stars **Reviewed by:** maha M. | insurance brokers , Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Applied TAM?** it is user friendly and never has bugs or issues **What do you dislike about Applied TAM?** there are a lot of screens that we don't need **What problems is Applied TAM solving and how is that benefiting you?** i havent met any issues so far ### 25. Applied Tam **Rating:** 5.0/5.0 stars **Reviewed by:** zhao x. | Asset Management/Financial Reporting Intern, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2019 **What do you like best about Applied TAM?** It is easy to access. It has a lot of funtions that is useful. It can use to communicate with people in the office. The best insurance software I ever use. **What do you dislike about Applied TAM?** I don't like that they are not updating Tam any more, and some functions are kind of outdated. **What problems is Applied TAM solving and how is that benefiting you?** We can easliy create certificates. Access to client information using Tam. ### 26. Applied **Rating:** 2.5/5.0 stars **Reviewed by:** Erin T. | Account Coordinator , Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2019 **What do you like best about Applied TAM?** That it keeps all policies organized and has the ability to store attachments related to those policies. **What do you dislike about Applied TAM?** I would like the ability to be able to search by different criteria specifically. **What problems is Applied TAM solving and how is that benefiting you?** Organizes groups & their policies by renewal date. Houses important data for each client such as carrier, renewal date, waiting period, etc. ### 27. Great for client database **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2019 **What do you like best about Applied TAM?** Easily generates accords and applications per client with information provided **What do you dislike about Applied TAM?** Minor glitches, errors using the TAMOnline interface when multiple users attempt to view the same client folder. Printing certificates will often causing blank pages to accompany a certificate. **What problems is Applied TAM solving and how is that benefiting you?** Great for managing a large database of clients ### 28. Helpful program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Applied TAM?** Easy to use, user friendly, and helpful **What do you dislike about Applied TAM?** The buttons are too close together making it hard to use **What problems is Applied TAM solving and how is that benefiting you?** Helped streamline processes ### 29. Love TAM! **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth Anne S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2018 **What do you like best about Applied TAM?** I love that it’s user friendly. I have been a Commercial CSR for over 18 years & TAM is my favorite over all the other Agency Management Systems. **What do you dislike about Applied TAM?** There is a lot of clicking & having to repeat the same step over and over again makes it very tediius and time consuming. **Recommendations to others considering Applied TAM:** Do it!!!! Make the switch!!! The cost is much less than you think it will be. **What problems is Applied TAM solving and how is that benefiting you?** It organizes your entire agency and brings it into the 21st Century. It aids your agency in becoming paperless which leads to less E&O & proper handling of all incoming mail. It eliminates the need to file & deal with ridiculous amounts of paperwork. ### 30. Great Organization, but could be better **Rating:** 3.0/5.0 stars **Reviewed by:** Amy F. | Commercial Insurance CSR, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2018 **What do you like best about Applied TAM?** I enjoy the fact that all of us can see the same thing and keep up to date with our customers. There is easy access to all of the information we would ever need, so we don't need to keep any paper files anymore. I like that all of the information is saved, so that it can just be updated and corrected each year instead of starting over fresh every time a policy renews. **What do you dislike about Applied TAM?** I don't like how some of the info is organized because it's out of order. For example, the application information that you complete does not follow the way it reads on the actual Accord form. This means that you have to jump around alot when filling out an application from a producer. **Recommendations to others considering Applied TAM:** Definitely get this if you have multiple CSR and Producers in your office because it steamlines all of the information you have into one place where anyone can access it at anytime. **What problems is Applied TAM solving and how is that benefiting you?** We don't need to have paper files anymore, so it saves money on paper and ink. We can all access the same information all the time, so if a producer is out on a call on the weekend or after hours, he doesn't need to wait until the next day to give the client the answer they are looking for. It keeps things smooth and organized since we are all on the same page. If a CSR is out of the office, anyone can jump in and know what is going on with every client. ### 31. Applied TAM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2018 **What do you like best about Applied TAM?** I like that it is easy to use, and makes work easy. **What do you dislike about Applied TAM?** It can sometimes be very slow and freeze, and using the upload center is just an extra step that takes time. **Recommendations to others considering Applied TAM:** I would recommend Applied Tam to anyone in the Insurance field. It is one place that has all of your accounts, records, history, and much more! It is also very simple to use! We are actually going to be switching to Applied EPIC in the next couple of months - so stay tuned. **What problems is Applied TAM solving and how is that benefiting you?** Keeping all of our client information together and easy to access. This protects us from E&O claims. ### 32. Good for P&C , OK for Health&Life **Rating:** 3.0/5.0 stars **Reviewed by:** Aaron A. | Sales & Retention Manager (Health, Ancillary), Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2017 **What do you like best about Applied TAM?** I would say the document search works pretty good. As long has you have own keywords you use for the company, everyone can easily follow up when the main contact is missing. **What do you dislike about Applied TAM?** Old interface. It just looks old. They should do better job at making it pretty. **Recommendations to others considering Applied TAM:** If you are looking for a software to help your everyday work, this is the one. But you need some commitment **What problems is Applied TAM solving and how is that benefiting you?** I am attaching everything I get and send on Applied. It is crucial to my everyday work. Both P&C and Health&life team and see what they are doing. ### 33. TAM review **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2018 **What do you like best about Applied TAM?** The only thing that I like is that you can filter what you are seeing. **What do you dislike about Applied TAM?** Everything. It is so old fashioned. The color scheme. It's just been a nightmare to work with. I cannot wait for our new program. **Recommendations to others considering Applied TAM:** Make it more modern **What problems is Applied TAM solving and how is that benefiting you?** We use this everyday for our work. No benefits. ### 34. Applied TAM is a useful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2018 **What do you like best about Applied TAM?** It is very easy to navigate, reports are fairly basic to figure out, I like the simplicity how to find clients; enter notes, attach files to that client. **What do you dislike about Applied TAM?** I dislike not being able to which of our agencies clients belong to. If they aren't with us, we can only see their name. **What problems is Applied TAM solving and how is that benefiting you?** client organization; keeps everything digital and clean. ### 35. Applied Tam- The agents complete system **Rating:** 4.0/5.0 stars **Reviewed by:** APRIL C. | Office Manager, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2017 **What do you like best about Applied TAM?** Applied really has all the bells and whistles that any agent would ever need. It is the complete package. I like that all my customers are stored in one spot. They also have tons of reports that you can run, so you know what is going on with your customers. I also like the ease of attaching files, so I can keep all my important documents attached to each customer. **What do you dislike about Applied TAM?** Unfortunately with all the bells and whistles it is easy to not fully use the whole system. I feel the worse part is the available training on the product. **Recommendations to others considering Applied TAM:** Give it a try. We have been using it for several years and it has been a great product. **What problems is Applied TAM solving and how is that benefiting you?** It helps us to keep our customers at our finger tips. We have several office locations and it has helped us to know when someone else is already helping a customer. It also helps us to keep all our accounting straight, so that it comes to tax season, we are good to go. ### 36. Excellent Product, Just Missing A Few Extras **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2017 **What do you like best about Applied TAM?** The best part of it is the ease of use - it is extremely easy to use and function as an agency when we have this tool to help us. It also is always available - something we didn't have with our old program due to frequent updates, error messages, malfunctions, etc. It is smooth! **What do you dislike about Applied TAM?** I dislike that I don't feel I am using it to the fullest that I can as an agency. I feel there are missing details such as activity types, ACORD/document functions, and some of it feels very retro - like I am working in the stone ages on a DOS computer! **What problems is Applied TAM solving and how is that benefiting you?** We are solving the compatibility and availability of our agency as a whole. The benefits are the functionality - it is WAY easier to use! ### 37. Good in theory **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2018 **What do you like best about Applied TAM?** I love that I can do fax, email, print, scan right from one spot. The ability to attach emails, docs, & pics in each customers specific file is one of the most useful features I have ever used in a professional capacity. I love that I can bounce between multiple customers at once without interference! It is a multi tasking tool! **What do you dislike about Applied TAM?** There are so many extra time wasting steps that you have to go through at times. And finding the notepad can be tough. **Recommendations to others considering Applied TAM:** We are getting ready to switch to Applied Epic. Once I have used Epic I will report back as to which program is better. **What problems is Applied TAM solving and how is that benefiting you?** We use TAM for all of our data management. It allows the entire office to share work if needed. ### 38. Old and Slow **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2018 **What do you like best about Applied TAM?** I think the idea they have is easy to understand **What do you dislike about Applied TAM?** slow, old fashioned. many technical issues need to be updated **What problems is Applied TAM solving and how is that benefiting you?** used for organizing clients ### 39. Good program just Outdated **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2018 **What do you like best about Applied TAM?** I like the processes the system uses. Not to complicated and very user friendly, I like the amount of information it stores **What do you dislike about Applied TAM?** I dislike the antiquity of the program. Feels very outdated compared to its counterparts. **Recommendations to others considering Applied TAM:** Continue redeveloping programs and creating better **What problems is Applied TAM solving and how is that benefiting you?** Providing a space to include all of our client and policy data ### 40. Great AMS with building history tracking **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2018 **What do you like best about Applied TAM?** Activities that can be added on to, previous entries cannot be changed but notes and additions can be added to make the history of an account very easy to follow! **What do you dislike about Applied TAM?** Less integrations than Vertafore products, but still highly competitive **Recommendations to others considering Applied TAM:** Applied systems are one of two large AMS software companies - rivaling Vertafore. Both companies have viable solutions - but be sure to take the opinions of your account managers as they really are the ones using the system Day in and day out and have to like the way the system runs and navigates. **What problems is Applied TAM solving and how is that benefiting you?** Agency management and contact/lead tracking. Data management. ### 41. It works most of the time **Rating:** 3.5/5.0 stars **Reviewed by:** David K. | System Administrato, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2018 **What do you like best about Applied TAM?** off site data storage and backup of client data **What do you dislike about Applied TAM?** occasional service issues with remote session server, hosted email issues **What problems is Applied TAM solving and how is that benefiting you?** customer relationship management of commercial clients ### 42. Easy organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2017 **What do you like best about Applied TAM?** I like that the software allow you to view logs of old email from colleagues so we're able to answer our customers ongoing and past concerns. **What do you dislike about Applied TAM?** I do not like that the software user interface since it looks outdated. **Recommendations to others considering Applied TAM:** Software is sufficient for smaller companies between 1-50 employees. **What problems is Applied TAM solving and how is that benefiting you?** The software helps me keep track on customers policy with multiple lines of business and the premium of each account. ### 43. It's Just Okay **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2018 **What do you like best about Applied TAM?** Ease of use and can hold thousands of clients and documents. I like how I can drag an email or file from one screen and attach it directly to a client's policy. **What do you dislike about Applied TAM?** It crashes way too often even with updates. You can only see one client screen at a time. You must change your password every 90 days which can be annoying writing down a new one all the time. **Recommendations to others considering Applied TAM:** Good software but crashes often **What problems is Applied TAM solving and how is that benefiting you?** The program can hold thousands and thousands of document files to be able to research as far back as possible when your company started using the program. ### 44. Applied makes managing your insurance business a breeze! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Applied TAM?** TAM Applied is very user friendly. It integrates with both your email, Word templates & more **What do you dislike about Applied TAM?** The platform could use some beautification to make it look more modern or less office like **Recommendations to others considering Applied TAM:** Awesome client management software- Integrates with outlook smoothly to attach copies of emails and allows for download changes from carriers for endorsement and policy changes. **What problems is Applied TAM solving and how is that benefiting you?** We run basically our entire business on Applied TAM- client info, policy information, commissions, costs, vendor info, carrier info ### 45. Applied Tam **Rating:** 4.0/5.0 stars **Reviewed by:** Jen H. | Employee Benefits Specialist, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2017 **What do you like best about Applied TAM?** I love how user friendly Tam is. You can conveniently attach files, make notes and update things regularly. Its very easy to train on and lots of avenues within the software that appeal to most all departments. **What do you dislike about Applied TAM?** the ONLY thing i dislike-is this program i feel is more for commercial accounts-where i'm in Benefits-but..its still very useful for us. **Recommendations to others considering Applied TAM:** Again, anyone training to use this software will see its very user friendly and easily understandable. I couldn't keep my files organized and offer great customer service without this! **What problems is Applied TAM solving and how is that benefiting you?** I just love being able to look under attachments and find things from years ago-that a client is questioning etc. ITs so wonderful for the organizational aspect. ### 46. Using Applied TAM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Applied TAM?** I like the ability to used TAM to manage my agency and the Applied University that keeps me on top of the latest features of TAM. **What do you dislike about Applied TAM?** It is not very easy to navigate through the system. The organization is a little strange for me and it is hard to find the topic i need help on. **What problems is Applied TAM solving and how is that benefiting you?** It is how my agency keeps track of clients, prospects, and policies. We also use it to learn more about the product and do inner office education. ### 47. Ugly but simple **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2017 **What do you like best about Applied TAM?** TAM works consistently and is quite reliable. **What do you dislike about Applied TAM?** It isn’t very easy to look at. It’s kind of like DOS in the sense that it’s no-frills but reliable. **Recommendations to others considering Applied TAM:** Worth going for if you want a simpler, less densely-featured version of Applied EPIC **What problems is Applied TAM solving and how is that benefiting you?** One business problem would be two sales people going after the same prospect. This application is helpful in that it’s easy to mark prospects that you’ve been in contact with so other agents on your team don’t end up pursuing the same contacts. ### 48. Best client management for Insurance! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2017 **What do you like best about Applied TAM?** As long as you do everything right on the front end, the reports and apps you are able to run are the absolute best of any similar programs. **What do you dislike about Applied TAM?** I will say it looks a little bit dated but once you get into it and see all that can be done, it's amazing! **Recommendations to others considering Applied TAM:** It blows AMS out of the water **What problems is Applied TAM solving and how is that benefiting you?** The applications and the Real Time syncing are fantastic. I love how easily it can bridge over to your carriers ### 49. TAM accounting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2018 **What do you like best about Applied TAM?** That all modules in Tam work together in real-time. Financials are immediately updated as staff works throughout the day in each Dept **What do you dislike about Applied TAM?** Some of the workflows are cumbersome. Would like to see more customization in workflows and reporting. **What problems is Applied TAM solving and how is that benefiting you?** Very efficient for paperless environments ### 50. my review of applied tam **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Applied TAM?** SEVERAL APPLICATIONS WITHIN THE PROGRAM TO HELP WITH YOUR AGENCY. **What do you dislike about Applied TAM?** WE HAVE AN ISSUE WITH GETTING LOCKED OUT FROM TIME TO TIME. NEEDING EVERYONE TO BE SIGNED OUT IN ORDER FOR THE UPDATES/IVANS TO RUN CORRECTLY AT NIGHT. **What problems is Applied TAM solving and how is that benefiting you?** IT IS VERY EASY TO KEEP TRACK OF CUSTOMERS, ACTIVITIES, ATTACHING EMAILS, PHOTOS, APPLICATIONS TO THE FILE AND ALL OF THE AGENTS ARE ABLE TO SEE IT. ## Applied TAM Discussions - [What is Applied TAM used for?](https://www.g2.com/discussions/what-is-applied-tam-used-for) - [What is an agency management systems for insurance?](https://www.g2.com/discussions/what-is-an-agency-management-systems-for-insurance) - [How much does applied epic cost?](https://www.g2.com/discussions/applied-tam-how-much-does-applied-epic-cost) - [What is applied Epic software?](https://www.g2.com/discussions/applied-tam-what-is-applied-epic-software) - [What is applied Tam?](https://www.g2.com/discussions/what-is-applied-tam) - [View Applied TAM pricing details and edition comparison](https://www.g2.com/products/applied-tam/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+12%3A35%3A35+-0500&secure%5Bsession_id%5D=9c420305-dc75-481c-9a29-700bda7a74d2&secure%5Btoken%5D=88591a45a04f0d2b81ab3fa0c01e956aede9521b8bf3550ea30aea452305483a&format=llm_user) ## Applied TAM Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Applied TAM Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (898 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (559 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (83 reviews)