--- title: Applied TAM Reviews meta_title: 'Applied TAM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 56 reviews by the users' company size, role or industry to find out how Applied TAM works for a business like yours. aggregate_rating: rating_value: 3.4 review_count: 56 scale: '5' date_modified: '2026-08-07' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # 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 appreciate the **ease of managing reports** in Applied TAM, simplifying their data handling processes effectively. (1 reviews) - Users appreciate the **ease of report management** in Applied TAM, benefiting from new features introduced yearly. (1 reviews) **What users dislike:** - Users find the **outdated design** of Applied TAM limits workflow consistency and overall user experience. (1 reviews) - Users find the **workflow inefficiency** frustrating, leading to inconsistent processes and reliance on outdated systems. (1 reviews) ## Applied TAM Reviews ### 1. 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. ### 2. 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 ### 3. 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. ### 4. 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 ### 5. 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 ### 6. 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. ### 7. 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 ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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! ### 12. 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 ### 13. 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 ### 14. 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 ### 15. 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. ### 16. 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?** I have been working with TAM for many years and have become very fond of the program **What do you dislike about Applied TAM?** I am not dissatisfied with any aspect of the portions of the program I use daily. **What problems is Applied TAM solving and how is that benefiting you?** TAM makes it very easy to view notes and activities of all employees interactions with a file. ## 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?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+15%3A55%3A32+-0500&secure%5Bsession_id%5D=be04be46-1a49-472f-bf8f-4a72ee98ddd4&secure%5Btoken%5D=b6018412ce525aa977112e25095ff96727bfea0b2181adfc4f52e4c033b9ec54&format=llm_user) ## Applied TAM Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top Applied TAM Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (659 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)